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Exelsuper appoints new SMSF specialist advisers

11 November 2014    


Specialist self managed superannuation firm Exelsuper has expanded with the appointment of two new senior advisers.

Malcolm Caire and Philip Mills join the growing Adelaide-based team, which currently boasts more than $150 million in funds under advice.

Mr Caire joins Exelsuper with more than 15 years of industry experience, including most recently with Melbourne-based Equity Trustees where he managed high net worth clients.

Mr Mills also has extensive experience in the financial services sector, including previous roles with Accru Harris Orchard as a partner, Colonial First State as a financial planning manager, and BankSA as a financial advisor.

Exelsuper Chief Executive Officer Chris Harris says Mr Caire and Mr Mills are both welcome additions to the company.

“Malcolm and Philip are both highly experienced self managed superannuation specialists whose outstanding industry knowledge will greatly benefit our clients,” said Mr Harris.

“Both have proven track records of helping clients and their families create, manage and protect wealth, so we’re excited to welcome them to Exelsuper where they will provide expert advice regarding self managed superannuation, as well as broader investment guidance, tax-effective income strategies and risk management advice.”

Established in 2012, Exelsuper continues to service the growing self managed superannuation fund market place, with its independent offering allowing clients to access specialist SMSF administration, advice, investment and insurance services all in one location.

“More people are choosing to establish their own super fund to have greater control of their retirement savings, so as one of the few independent firms in Australia that manages all aspects of SMSF, we continue to enjoy excellent growth as more new clients come on board,” said Mr Harris.

Exelsuper is located at 50 King William Road, Goodwood. For more information visit www.exelsuper.com.au.


FURTHER INFORMATION: Please contact:
Chris Harris, Exelsuper Chief Executive Officer, on 8357 3564

ISSUED BY HUGHES PUBLIC RELATIONS: Please contact:
Kieran Hall on 0422 147 151 or kieran@hughespr.com.au