Excelsuper merges with Oxford Financial Services
Adelaide-based self-managed superannuation fund (SMSF) company Excelsuper has extended its financial planning strength via the acquisition of Oxford Financial Services.
The transaction, announced earlier his week, was described by Excelsuper chief executive Chris Harris as a "great fit".
"We identified Oxford as a great fit for Exelsuper as their philosophy has also been built on fierce
independence and uncompromising values," he said.
Harris said ExelSuper had completely integrated the Oxford business into its operations including all directors and advisers.
AUTHOR
Staff Writer
Recommended for you
A former AMP adviser told the Federal Court how they are scared to turn off their phone after a fellow adviser attempted suicide as Justice McElwaine said the 92 objections “weighed heavily” on his mind.
Providence Wealth Advisory Group has appointed a new chief investment officer, a dedicated position after the role was previously held by its CEO.
While hiring new staff in a financial advice practice inevitably incurs expenses, Striver’s Alisdair Barr says the greater business cost can come from losing the skills of a valuable team member.
Sequoia Financial Group has announced it is selling off its Informed Investor subsidiary which it acquired in April 2022.
