62 Consulting

What 62 Consulting does

62 Consulting Pty Ltd is a Sydney-based, founder-led financial services consulting firm that holds Australian Financial Services Licence 548573 and monetises it primarily through Corporate Authorised Representative (CAR) arrangements. Under its flagship 62C Funds Services platform, the firm allows boutique fund managers, fintech startups, and financial content businesses to operate as CARs under the firm's licence, compressing time-to-market from an estimated 6-18 months for a direct AFSL to roughly 5-10 business days, in exchange for monthly recurring fees typically ranging from $2,500 to $7,500 per client.

The service catalogue extends beyond the licence umbrella to include Singapore Variable Capital Company (VCC) structuring for cross-border Asia-Pacific fund vehicles, policy and procedure development (AML, conflict-of-interest, cyber security), end-to-end legal documentation through sister firm ABML Legal, and ongoing quarterly compliance and risk management retainers. The firm has also positioned an AI-powered professional services transformation offering, evidenced by a public case study showing a 33% revenue increase for a legal services client using GenAI automation combined with offshore staff integration. The core technology stack is not disclosed; the firm's competitive differentiation rests on regulatory licensing, senior practitioner credibility (founder George Lucas's three-decade track record across Baker McKenzie, KPMG, Vanguard, Raiz Invest, and Acorns; CEO Astrid Raetze's 20+ years in financial services law), and bundled legal-plus-compliance delivery.

Go-to-market is direct, enquiry-driven enterprise sales to boutique fund managers, FinTech founders, private capital firms, and financial content operators, supplemented by content marketing through the company blog, founder LinkedIn activity, and the published book 'The Prosperity Revolution'. The firm is privately held with no external institutional investors and operates across Australia, Singapore, Indonesia, and Malaysia via its own team and partner network.

Name

62 Consulting

Legal name

62 Consulting Pty Ltd

Website

https://62consulting.com

Company type

Private

Founded year

2023

Operating status

Operating

Headcount range

51–100 employees

Short description

62 Consulting is a Sydney-based, founder-led financial services advisory firm that monetises its Australian Financial Services Licence (AFSL 548573) through Corporate Authorised Representative arrangements, serving boutique fund managers, fintech startups, and financial content businesses in Australia and Asia-Pacific.

Ownership category

akta.pro rank

Product category

Financial Services Compliance Consulting

NAICS

Other Management Consulting Services (541618), Management Consulting Services (54161), Portfolio Management and Investment Advice (523940)

SIC

Services-Management Consulting Services (8742), Investment Advice (6282)

akta.pro primary industry

Risk, Compliance & Internal Controls Consulting (BPAHACAJ)

akta.pro secondary industries

Corporate Finance & Capital Advisory (BPAHADAB), Capital Markets Advisory (IPO Readiness, SPAC, ECM/DCM Advisory) (BPAHAOAL)

Keywords

• AFSL licensing services
• Fund structuring advisory
• Regulatory compliance consulting
• Corporate authorised representative
• Financial services consulting

Headquarters

HQ city

Sydney

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Corporate Authorised Representative Licensing: Monthly licensing fees for businesses operating under 62 Consulting's AFSL 548573. Typical arrangements start from $2,500-7,500/month, providing cost-effective access to Australian financial services licensing compared to obtaining direct AFSL.
2. Professional Services: Consulting services including fund structuring, compliance management, risk frameworks, cyber security, software development, legal and regulatory advisory, and online marketing support for financial services businesses.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels3 records

Core offering

62 Consulting is a financial services consulting firm that operates under Australian Financial Services Licence (AFSL) 548573 and provides Corporate Authorised Representative (CAR) arrangements, allowing boutique fund managers, fintech innovators, and private capital firms to legally offer financial services in Australia without obtaining their own AFSL. The firm also delivers Singapore Variable Capital Company (VCC) cross-border advisory, ongoing compliance and risk management, fintech-specific AFSL support, cybersecurity governance, software and MVP development, and online marketing services.

Product overview

62 Consulting is a financial services consulting firm operating as a platform-plus-services model, centered on its AFSL 548573 licensing solution. The core offering is 62C Funds Services, providing Corporate Authorised Representative (CAR) arrangements that enable boutique fund managers and fintech innovators to access AFSL coverage in days rather than months. This is complemented by Singapore VCC advisory for cross-border structuring, policy and procedure development, end-to-end legal document support, and ongoing compliance and risk management modules. The firm also offers AI-powered professional services transformation consulting, cybersecurity governance, software development, MVP development, design/UX, infrastructure design, and online marketing services as supplementary capabilities. A published book, The Prosperity Revolution by George Lucas, documents WealthTech insights and serves as thought leadership content.

Differentiator

Problem solved

Functional benefit

Products and services

• 62C Funds Services (Corporate Authorised Representative Arrangement)

Quantifiable outcome

• 33% revenue increase for legal services client after AI transformation
• +2 more outcomes

Named customers1 record

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• ABML LegalcoreImplementation/ SI/ Consulting PartnerABML Legal serves as 62 Consulting's sister law firm, providing specialized legal services for financial services law. The partnership delivers end-to-end legal documentation and governance frameworks alongside 62 Consulting's regulatory and compliance services. Together they provide comprehensive fund structuring, legal documentation, and regulatory compliance solutions for boutique fund managers and fintech businesses.

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• Deloitte Australia (Financial Services): Big 4 advisory practice providing AFSL advisory, regulatory consulting and risk services to financial institutions and emerging managers. Comparable to 62 Consulting's regulatory and compliance consulting work but at enterprise scale.
• EY Australia (Financial Services): Big 4 financial services advisory offering AFSL readiness, risk and compliance consulting across Australia and APAC. Directly comparable professional services counterpart, though operating at much larger deal and engagement scale.
• Vistra: Global corporate services and fund administration group with significant Australian operations. Overlaps with 62 Consulting on fund structuring, AFSL-related entity services and Singapore/APAC fund setup, but at far larger scale and broader service scope.
• Apex Group: Large global fund administrator with Australian and Singapore offices providing fund services, AFSL-adjacent support and cross-border structuring. Comparable to 62 Consulting's CAR-plus-VCC bundle but with a much wider product suite.
• IQ-EQ: Global fund administration and private capital services firm with strong Australia/Asia presence. Serves a similar boutique and emerging-manager client base and competes on fund services and regulatory support.
• TMF Group: Global provider of corporate secretarial, fund administration and regulatory services, with established Australian and Singapore coverage. Directly comparable on multi-jurisdictional fund structuring and compliance support for boutique managers.
• KPMG Australia (Financial Services Advisory): Big 4 financial services consulting practice in Australia. Overlaps with 62 Consulting on AFSL strategy, regulatory advisory and FS risk consulting; significantly larger scale and broader mandate, with George Lucas formerly leading KPMG's FS Law and FinTech practice.

Regional players

• Boardroom Limited (Australia): Australian corporate governance, company secretarial and AFSL-administration services provider. Compares to 62 Consulting on the corporate-services backbone that supports AFSL holders, with a similar boutique-to-mid-market Australian client base.

Direct peers

• Mainstream Group: Australian-headquartered fund administrator focused on boutique and emerging managers in Australia and Asia-Pacific. Closest direct peer to 62 Consulting's 62C Fund Services offering, with overlapping target customers and AFSL-adjacent capabilities.
• Pinnacle Fund Services: Australian and North American fund administrator providing fund accounting, administration and compliance support to boutique managers. Direct comparable on the back-office side of 62C Fund Services.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/62-consulting-pty-ltd

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about 62 Consulting