Investment committees and APL models
Managing investment committees and approved product list models for each AFSL or adviser.
AFSL 488045 | Asset Management | Investment Advice | Asset Consultants
AFSL 488045 | Asset Management | Investment Advice | Asset Consultants
PacReef Asset Management provides funds management and SMA structural advice services, combining industry experience with a disciplined approach to portfolio construction, oversight and ongoing stewardship.
Our approach
Funds management advice requires more than just market knowledge. It requires a practical understanding of how portfolios are constructed, administered, governed and managed over time.
PacReef combines investment expertise with established funds management processes, with professional relationships, supporting clients who value professional advice.
We believe successful advisory relationships are built on enduring partnerships.
Our approach is founded on transparency and long-term stewardship — supporting clients and their advisers throughout the investment lifecycle.
What we offer
PacReef provides a risk and funds management overlay to AFSL and adviser portfolios, with investment committee oversight and professional funds management processes.
Managing investment committees and approved product list models for each AFSL or adviser.
Fund manager for models sitting on platforms, MDAs and SMAs.
Asset consultant and investment committee manager, with research, construction and ongoing review.
Rigorous oversight and risk management and compliance frameworks, policy documentation and ongoing monitoring.
PacReef's services are available to all AFSLs. Services on this website are general in nature and do not constitute personal financial product advice.
Our clients
PacReef supports licensees and their advisory relationships by providing funds management and portfolio advice services underpinned by governance, discipline and professional expertise.
Since 2015
An Australian-owned business established in 2015 by a team with broad investment industry experience across all aspects of fund management, advice and compliance.
Providing professional investment services supporting clients with governance and oversight.
Combining investment portfolio and funds management expertise with structured processes and professional risk and compliance platforms to deliver our services.
Building enduring relationships founded on trust, transparency and a shared commitment to long-term outcomes for clients.
AFSL 488045 | Asset Management | Investment Advice | Asset Consultants
For more than a decade, PacReef has combined investment portfolio and funds management expertise, industry experience and AFSL understanding to support our clients. We welcome the opportunity to discuss your portfolio requirements.
Contact Our Team →