Financial Services

BDO delivers business solutions for financial institutions.

Tailored solutions for financial services

In times of sweeping regulatory change and scrutiny, financial services institutions must wrestle with capital management, increasing operational business risks and shifting community expectations - all while meeting greater demands for transparency and customer centricity. Digital disruption means the expectations of customers have also changed along with the way people engage with financial services and access their financial information. At BDO we understand the impact disruption, regulation and changing community expectations has on your company and supporting you through times of challenge and change is our core focus.

How BDO can help

We work with clients and financial institutions across the sector and around Australia. Our experienced team provides audit, advisory, corporate finance and tax services tailored to support your business. Our focus is on providing support through times of change and challenge.  

Talk to us about how we can help you.

Our team provides solutions for:

  • Banks, mutual banks, credit unions, and building societies
  • Other APRA-regulated authorised deposit-taking institutions
  • Non-bank lenders, including leasing and finance companies
  • Brokers and capital market participants
  • Investment management funds
  • Fintech providers
  • Listed and unlisted real estate investment trusts
  • Public offer, corporate, industry, government and self-managed superannuation funds
  • Managed investment schemes
  • Insurers and insurance brokers
  • Hedge funds and private equity
  • Other providers of products and services within the financial services industry.

Meet our industry leader

Meet our team

Matina Moffitt

Matina Moffitt

Partner, Financial Services – Superannuation, Audit & Assurance
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Peter Toll

Peter Toll

National Leader, Food & Agribusiness; International Liaison Partner; Partner, Corporate Finance
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Sebastian Stevens

Sebastian Stevens

National Leader, Private Equity
National Leader, Transaction Services
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