La Trobe Financial

Office address: Level 25, 333 Collins Street, Melbourne, Victoria 3000, Australia
Website: www.latrobefinancial.com.au
Year established: 1952
Company type: Financial services
Employees: 550+
Expertise: Mortgages, funds management, fixed interest, finance, investments, and insurance
Parent company: Brookfield Asset Management
CEO and key people: Chris Andrews, CEO
Financing status: Corporate backed or acquired

La Trobe Financial stands as a paramount figure in Australia's alternative asset management landscape. It offers a comprehensive suite of finance and investment solutions. Catering to a global clientele of 130,000 customers, the company has cemented its reputation for delivering exceptional market-leading returns and fostering financial dreams into reality over its 70-year tenure. 

History of La Trobe Financial

La Trobe Financial was founded in 1952 by Ray O’Neill. The company was established on the principle that homeownership is a fundamental aspect of financial independence. The organisation's guiding philosophy of "others before self" underpins its operations, with a commitment to excellence, trust, and making a meaningful impact on the community.

Products and Services of La Trobe Financial

La Trobe Financial's diversified product offerings include: 

• residential loans: customized lending solutions catering to various life stages and financial goals
• commercial loans: tailored for PAYG and self-employed borrowers, addressing needs such as property purchase, refinance, or equity access
• investment accounts: include the La Trobe Australian Credit Fund, which offers investors various return and liquidity profiles
• insurance services: protect borrowers and investors against unforeseen circumstances, adding an extra layer of security to their financial planning
• asset management: as Australia's leading alternative asset manager, La Trobe Financial oversees $18 billion in assets, showcasing its expertise in generating stable and attractive returns for investors
• savings accounts and term deposits: designed to meet the needs of conservative investors seeking low-risk investment avenues

Culture at La Trobe Financial

La Trobe Financial's culture is deeply rooted in its core values of putting "others before self." It strives for excellence, accountability, and contributing positively to the community. The company prioritises personal service, ensuring that both investors and borrowers receive friendly, human-centered interactions. This ethos is believed to contribute to the organization's sustained success and is integral to attracting and retaining top talent who share these values.

About La Trobe Financial CEO Chris Andrews

Chris Andrews was appointed CEO of La Trobe Financial in May 2022. He boasts more than two decades of experience across asset management, credit, and financial services. Andrews has been pivotal in driving the company's significant growth since joining in 2006. His tenure at La Trobe Financial has been marked by a commitment to delivering high standards of service and robust risk management. Andrews holds degrees in Commerce and Law (Honours).

The Future at La Trobe Financial

La Trobe Financial is positioned to navigate the complexities of the financial landscape. It will do so using its tried and tested investment disciplines, commitment to ethical practices, and a focus on delivering superior service. The organization recognises the evolving mix of risks and opportunities that the next decades will present. It remains dedicated to leveraging its deep-rooted expertise to continue offering high-quality portfolio management that meets these challenges head-on.