Owners

Fiona Halsey

Fiona practices in financial services disputes and disciplinary matters, including

  • investor complaints, with particular experience in AFCA
  • superannuation benefit disputes
  • financial planning employment law matters
  • restraint of trade disputes
  • disputes between licensees and representatives
  • shareholder and partnership disputes
  • acting against insurers in disputed claims (especially professional indemnity, income protection and TPD policies)
  • ASIC banning and licensing hearings

She worked at Clayton Utz and Herbert Smith Freehills before becoming a director and in-house counsel for international accounting firm EY.  

She regularly represents clients in matters in the District, Supreme and Federal Courts. 

Her success rate is high because she brings strong representation, but also a sound practical understanding of the commercial aspects and consequences of disputes – especially when negotiating settlements.  Financial services clients say it is a significant advantage to deal with someone who deeply understands the financial services industry.  Fiona worked in funds management research prior to qualifying as a solicitor.  She established and owned a successful financial planning business between 2003 and 2009, and is an owner of Licensee Solutions, a well-known financial services compliance provider.

Contact Fiona Halsey on 0434 287 514 or at fiona.halsey@halseys.com.au.

Mark Halsey

Mark has nationally recognised standing in compliance and regulatory matters, and brings a strong commercial and practical perspective (arising from 17 years as a manager in the financial services and credit industries prior to practising law) to his work.  He has a unique combination of excellent technical skills and knowledge of financial services law, combined with outstanding negotiation skills.  His clients benefit from his experience and ability to look through the extraneous matters and to perceive precisely where real problems will arise when giving advice and acting for his clients.

He commenced his career in the Australian Taxation Office, where he was an assessor and field auditor.  He moved into commerce and financial services in 1983, where he gained broad experience in stockbroking and funds management.   Between 1988 and 1994, he became the senior manager - financial services for Home Building Society/GIO Australia, with overall responsibility for insurance services, travel services, financial planning and  friendly societies. 

He commenced working for Lendlease/MLC in 1994 as Manager – financial planning for Western Australia.  In 1997, he was appointed the WA Manager – Compliance and Technical Services for MLC Group companies.  

Since 2001, Mark has worked at Halsey Legal.    Mark has developed a significant national reputation in his area, and some of the work he has performed is included in the "Experience" page of this site.

 

Contact Mark Halsey at mark.halsey@halseys.com.au.