Excelsuper makes franchise appointment
South Australian-based self-managed superannuation (SMSF) firm, Exelsuper announced this week it had appointed its first franchise owner as part of an underlying strategy to expand from its Adelaide base.
Excelsuper said financial planner and SMSF specialist adviser Glenn Doherty had joined its team and would be working closely with the organisation's head office while building a greater presence in Adelaide's East.
Announcing the development, Exelsuper chief executive, Chris Harris said Doherty's addition a major step in the company's growth plans and had come about following the ongoing success of Exelsuper's SMSF specialist adviser model.
"We currently manage more than $350 million in funds under advice, and through sustained client growth and company acquisitions in South Australia, have established a strong foothold in the local market which augers well for our national expansion plans in the future," he said.
Recommended for you
Zenith Investment Partners has appointed an experienced research executive as its new group head of research following the departure of Bronwen Moncrieff.
The financial services technology company has appointed two non-executive directors following its AGM earlier this year, where it flagged it would embark on a board renewal process.
Several wealth management companies have been selected as finalists at the inaugural awards, which champions those who have transformed the Australian economy with their AI solutions.
Money Management’s sister brand Super Review is pleased to reveal that over 120 finalists will compete for trophies at this year’s awards.