Andrew Mountford Finance and Investment
Who We Are
Andrew Mountford is an Authorised Representative* of La Trobe Financial Asset Management Limited ACN 007 332 363 Australian Financial Services Licence 222213 (LFAM). LFAM is the responsible entity of the La Trobe Australian Credit Fund.
Our team has over 50 years’ experience in the finance and investment industry.
What We Do
Located in Noosa, Sunshine Coast QLD, we have been providing investors with the opportunity to invest in
loans secured by registered mortgages over properties throughout Australia for over 20 years. The vehicle
for these investments is the
La Trobe Australian Credit Fund ARSN: 088 178 321 (the Fund).
The Fund
offers investors seven investment accounts.
The La Trobe Financial Group
La Trobe Financial was established in 1952 as a specialist Australian mortgage lender.
La Trobe Financial Asset Management Limited is the responsible entity of the Credit Fund and holds an Australian Financial Services Licence (AFSL) No. 222213 and Australian Credit Licence (ACL) No. 222213 and is licensed by ASIC (Australian Securities & Investment Commission) to operate registered managed investment schemes.
Learn MoreInvestment Accounts
Each investment account provides a distinct term and yield profile, to give investors greater choice. Details of the investment accounts can be found in the Product Disclosure Statement (PDS). Click on the following links to learn more.
La Trobe Financial Investment Solutions
Why choose the La Trobe Australian Credit Fund?
- Multi award winning Fund
- Choice of investment accounts for investors looking for a low volatility solution.
- Variable monthly income
- All securities independently valued and actively managed
How To Invest
After selecting the preferred method of investment from reviewing the Product Disclosure Statement (PDS) simply complete the fund application form attached to the PDS. Indicate your payment method and lodge with Andrew Mountford Finance and Investment.
New Investor Application FormThe team AMFI is here to help you. Don’t hesitate to contact us if you have any questions.
Disclaimer
* Andrew Mountford is an Authorised Representative of La Trobe Financial Asset Management Limited ACN 007 332 363 Australian Financial Services Licence 222213 Australian Credit Licence 222213. NO FINANCIAL PRODUCT ADVICE is given by La Trobe Financial or its Authorised Representatives.
La Trobe Financial Asset Management Limited ACN 007 332 363 Australian Financial Services Licence 222213 Australian Credit Licence 222213 is the issuer and manager of the La Trobe Australian Credit Fund ARSN 088 178 321. It is important for you to consider the Product Disclosure Statement for the Credit Fund in deciding whether to invest, or to continue to invest, in the Credit Fund. You can read the PDS on La Trobe Financial’s website, or ask for a copy by phoning 13 80 10.
Returns on the pooled portfolio investments are variable and paid monthly. Past performance is not a reliable indicator of future performance. The rates of return from the Credit Fund are not guaranteed and are determined by the future revenue of the Credit Fund and may be lower than expected. Investors risk losing some or all of their principal investment. An investment in the Credit Fund is not a bank deposit. Withdrawal rights are subject to liquidity and may be delayed or suspended. Visit La Trobe Financial’s website for further information.
