Philip Joseph Email & Phone Number

Sydney, New South Wales, Australia

Sydney, New South Wales, Australia

Available for roles such as Consulting, RM or Non Executive Director

Sydney

Assist in the building of the MSC Trustees Sydney Office, including providing trustee services for wholesale and retail clients as well as the provision of Fund Administration

Australia

Sydney, Australia

In 2015, I became a shareholder of AMAL Trustees essentially offering Trustee related services across all asset classes. My role encompasses management of all aspects of the operations of AMAL Trustees including client on-boarding, documentation review, administration services for wholesale trustee services, agency roles and debt market transactions.A key part of this role is building and maintaining relationships with key clients and service providers, and ensuring consistently high levels of service and compliance.Collectively, the AMAL Trustees team provides clients with local and global expertise across the full range of wholesale trustee services. We are happy to assist with transaction structuring and, where required, provide introductions to other industry participants including service providers, such as lawyers, banking contacts and capital sources.

Sydney, Australia

Responsible for the management of the Corporate Trust sales team, building and maintaining relationships with clients and service providers. This role was responsible for the Corporate Trust products offered by the business, such as wholesale trustee, custody, securitisation, structured transactions, syndicated loan trusts, securitisation services, trust management and escrows.

Level 13, 20 Hunter Street,Sydney, Nsw 2000

Established the OIG Corporate Trust business, which included retail custody and trustee/security trustee for structured transactions. Establishment of systems and implementation of procedures and processes.

Sydney, Australia

My role was to regrow the Corporate Trust business at Australian Executor Trustees. It is a National Trustee Company which provides trustee services for both personal and wholesale clients. The Corporate Trust business is part of a large financial services Group, which is Australia’s largest independent wealth management business outside of the banks. The Corporate Trust business provides custody, trustee, security trustee, syndicated loan, facility agent and escrow services for corporate clients.

Sydney, Australia

Guardian Trust Australia Limited was an Australian licensed trustee company. The Corporate Trust business provided custody, trustee, security trustee, facility agent for syndicated loans and escrow services for corporate clients. I was responsible for building the business which included operations, processes, procedures, governance and risk services, reviewing transaction documents. Our clients included RAMS Home Loans, Pepper Home Loans, St George Bank CP conduit, CIBC CP conduit and the RBS CP conduit.

Sydney

Sydney, Australia

BMC is a privately owned mortgage management company. The company originated both residential and commercial mortgage loans for securitisation products. I was responsible for organising the refinance of maturing loans. I worked with the mortgage insurers and the funders.

Sydney, Australia

Perpetual provides Corporate Trustee services for both wholesale and retail clients. The role included : administration of various types of trusts for corporate trust clients, securitisation trusts and transaction negotiation. I was appointed to head up and establish the Perpetual securitisation business in 1986.

Education record

Education record

Education record

Certificate Iii, Property

Certificate In Financial Services, Finance And Financial Management Services

Certificate Of Attainment - Rg146

Certificate Iv In Credit Management, Credit Management