SMSF specialist acquires planning firm
Self-managed superannuation firm Exelsuper has cemented its move into the planning space with the acquisition of Oxford Financial Services.
The Adelaide-based business will absorb Oxford’s two directors and three financial advisers as part of the move.
Exelsuper CEO Chris Harris labelled Oxford a “great fit” for the firm, which has been trying to strengthen its adviser offering for some time.
“Most people who look into managing their own super fund find that they also need an accountant, financial adviser, share broker, auditor, insurance and legal advisers just to operate it. At Exelsuper, we bring all this together and manage every aspect in one place,” he said.
The acquisition also led to the expansion of the firm’s Goodwood premises, Harris added.
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