Meet our experts

Angela Longo

Principal
Focus Areas
Disclosure
Fees & Costs
Financial Advice
Funds Management
Governance
Licensing (ASIC & APRA)
Platforms
Regulator Liaison
Superannuation

Experience

Angela has over 28 years’ experience in the financial services industry including roles in both the private and public sector.

6 years at the Australian Securities & Investments Commission.

3 years as a senior lawyer with the Superannuation Complaints Tribunal.

5 years at National Mutual.

Angela joined Greenfields in 2004.

Expertise

Angela has particular expertise in:

  • regulated disclosure documents (product disclosure statements, periodic reporting and significant event reporting)
  • fees and costs disclosure;
  • breach reporting and rectification arrangements, including liaising with the regulators
  • website calculators (eg retirement calculators)

Angela has also been involved in preparing submissions to government on reform proposals while in the public and private sector including in her previous capacity as a member of an ASFA policy committee.

Articles

Stay informed.
Read Angela’s latest insights and critiques of current reforms.

Daniel Levy

Principal
Focus Areas
Financial Advice
Fund Mergers
Funds Management
Investments
Licensing (ASIC & APRA)
Outsourcing Agreements
Platforms
Superannuation

Experience

Daniel Levy has over 30 years’ experience in the financial services industry including in-house roles and in private practice.

5 years at Ashurst.

3 years at King & Wood Mallesons.

5 years at National Mutual.

Daniel established Greenfields in 2004.

Expertise

Daniel has particular expertise in:

  • fund mergers;
  • outsourcing agreements;
  • investments;
  • financial product advice;
  • advising on regulatory requirements and and fiduciary obligations.

Daniel has also been involved in preparing submissions to government on reform proposals.

Articles

Stay informed.
Read Daniel's latest insights and critiques of current reforms.

Andrej Kocis

Special Counsel
Focus Areas
Claims
Disputes & Litigation
Fund Mergers
Regulator Liaison
Superannuation

Experience

Andrej has over 20 years’ experience in the financial services industry including in-house, in private practice and in the public sector.

1 year at ASIC (as a Senior Specialist).

10 years at King & Wood Mallesons and Freehills.

1 and a half years with two major industry funds.

Andrej joined Greenfields in 2007.

Expertise

Andrej has particular expertise in:

  • litigation and dispute resolution, including disability benefit claims, SCT complaints, deed rectifications and surplus distributions (including at all levels in the Federal and State Courts)
  • enforcement and administrative action by APRA and ASIC – for example on enforceable undertakings, director disqualifications and compulsory witness examinations (including in the Administrative Appeals Tribunal)
  • strategic fund matters – for example major fund restructures, significant deed amendments and successor fund transfers
  • privacy law.

Andrej has also been involved in preparing submissions to government on reform proposals. He has also lectured at Monash University and is a regular speaker and author for industry events and publications.

Articles

Stay informed.
Read Andrej's latest insights and critiques of current reforms.

Marita Wall

Consultant
Focus Areas
Claims
Disputes & Litigation
Insurance
Superannuation

Experience

Marita has over 30 years’ experience in the financial services industry including in-house, in private practice and in the public sector.

5 years with the Financial Ombudsman Service (FOS) as Ombudsman.

14 years with the SCT (including as Acting Chairperson and Acting Deputy Chairperson).

5 years as a barrister specialising in superannuation/financial services.  She appeared before the High Court in several cases, including the seminal TPD case of Finch v Telstra Super.

11 years at King & Wood Mallesons.

5 years at National Mutual.

Marita joined Greenfields in 2016.

Expertise

Marita has particular expertise in:

  • disputes and litigation
  • complaints, including AFCA
  • insurance, including disputed claims

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