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We’re delighted to announce that Simon Carrodus, who joined The Fold in early 2018, has been promoted to Solicitor Director. Simon leads our wealth management practice, and whilst many know him for his colourful analogies and straight-talk, it’s Simon’s deep understanding of the financial services regulatory framework that we (and our clients) value most.

Simon brings together his experiences working for the regulator (ASIC), in funds management, banking and large law firms to provide innovative solutions to many of the challenges faced by organisations today. In the post-Royal Commission era, Simon provides financial advice to clients grappling with a diverse range of issues including vertical integration, conflicted remuneration, remediation and dispute resolution.

Simon joins Solicitor Directors Charmian Holmes and Jaime Lumsden, CEO Emma Zadow and Chairman Claire Wivell Plater in leading The Fold in our next chapter of growth.

Simon’s practice complements Charmian’s continued focus on the insurance sector, and in particular insurtechs and alternative risk transfer methods, and Jaime’s expertise in the regulatory framework surrounding both financial services and credit. They’re supported by a talented team of professionals who each bring unique skills and experience to our growing practice.

Most recently, Michele Levine joined our Sydney office as a Senior Associate. Her broad experience covers all aspects of regulatory compliance and remediation as well as managed funds, corporate governance, product design and distribution. Michele works closely with Jaime to find new ways for fintechs to fit their square pegs into the round holes of our regulatory framework.

While Michele helps our clients work within the system, Senior Associate Katie Johnston finds new ways for them to change how they operate. Based in the Sunshine State but working with clients nationally, Katie joined The Fold in early 2018 and co-leads our corporate advisory and M&A practice with Charmian. From raising capital to restructuring, buying client portfolios or making an exit, Katie specialises in navigating transactions to help organisations realise their potential. Nothing gives her more joy than watching a transaction unfold just the way she planned.

Working alongside our team of regulatory and corporate lawyers is our Head of Licensing, Sónia Cruz. A reformed financial planner, Sónia has personally handled 350+ AFS and credit licence applications and variations. She’s adept at looking for practical ways for businesses to manage their complex compliance requirements and is who you want on your team when liaising with ASIC on licensing matters

Responsibility for supporting each of our Solicitor Directors and Senior Associates sits on the very capable shoulders of our two Associates, Chris Deeble and Julie Hartley. Responsible lending, privacy and credit regulation are sweet spots for Chris who cut his teeth working through customer complaints at the Credit and Investments Ombudsman, while Julie builds on her experience working with superannuation funds to provide advice on discretionary mutuals and other aspects of ASIC regulation.

As our team expands, so does the breadth and depth of the experience that our clients can benefit from. Each person that we bring into The Fold has been handpicked, not just for their legal expertise and experience, but also for their practical approach and personable style that is unique to The Fold. We’re thrilled to have such a well-rounded and talented team to help you.

August 2019

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