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  • Services
    • AFSL Licensing
    • Trustee Services
    • ACL Licensing
    • Administration Services
  • About
    • About Us
    • Our Team
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Our Team

Complete AFSL & ACL licencing, trustee & administration solutions

FundPro was founded on the concept that our clients will always work with our directors personally; focus your skills in areas that build growth while we structure and maintain the scaffolding

James Watson

Director

James’ background as an interest rate derivatives trader led him to work for global entities such as Macquarie Bank, as well as Millennium Partners during his tenure in New York. James has extensive experience in deal structuring, debt structuring, syndicated investments and lending across commercial and residential property involving a wide range of assets and projects.

B Actuarial
B Finance
Cert IV in Finance & Mortgage Broking
Diploma of Finance & Mortgage Broking
RG 146

Jonathan Raymond

Director

With a background in Mergers & Acquisitions and Private Equity, Jonathan has built extensive experience in deal structuring and syndicated investments through his work with KPMG, Origin Energy and Aura Capital in Sydney, and Deloitte in London. Jonathan has extensive experience in debt structuring, syndicated investments and lending across commercial and residential properties encompassing various assets and projects.

B Laws
B Commerce
Cert IV in Finance & Mortgage Broking
Diploma of Finance & Mortgage Broking
Cert IV in Financial Services
Diploma of Financial Services
RG 146

Our Specialists

Noheli Agustini

Head of Compliance

With a background in governance and operational management, Noheli has worked in the non-profit, credit reporting and financial services sectors. Noheli has experience ensuring robust risk and compliance frameworks excel within regulatory parameters, including within listed and unlisted environments.

Graham Levy

Responsible Manager

Graham Levy is a qualified accountant with extensive experience in both the Property and Finance sectors. With a robust background in financial management and strategic leadership, Graham has held senior positions in prominent property investment firms. With an interest in compliance Graham serves as a responsible manager for entities involved in both property and early-stage venture capital investments. Graham's expertise lies in navigating complex financial landscapes and driving growth in dynamic markets.

Experts in funds management, structuring & compliance

Australian Financial Services Licensing
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Trustee & Nominee Services
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Australian Credit Licensing
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Add Administration Services

FundPro offer a range of fund administration services, including investor reporting, AML/KYC, capital calls and distributions, quarterly NAV calculations, and more...

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What Makes Us FundPros?

We work with a wide range of fund types and finance professionals, and take pride in creating highly individualised structures for our clients.

  • Experts in funds management, structuring & compliance
  • Directors who personally manage each client
  • Packages tailored to directly assist your goals & growth
  • Lean on our team’s vast experience so you can focus on return

Fuss-Free Onboarding Process

We know your time is valuable, so we have streamlined our onboarding process into 3 simple steps.

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Address
Suite 17.04
Westfield Tower 2
101 Grafton Street
Bondi Junction NSW 2022

Bolt Capital Pty Ltd
AFSL # 522572

Venus Capital Pty Ltd
ACL # 459305

About

  • About Us
  • Our Team
  • Contact Us

Services

  • AFSL Licensing
  • Trustee Services
  • ACL Licensing
  • Administration Services
  • LinkedIn
  • Email

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