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Exelsuper boosts SMSF specialist numbers

Exelsuper boosts SMSF specialist numbers

Reporter
13 November 2014

Adelaide-based SMSF advice firm Exelsuper has expanded its business with the appointment of two new SMSF specialists. 

The self-licensed SMSF firm has hired Malcom Caire and Philip Mills to the business, which holds more than $150 million in funds under advice.

Exelsuper chief executive Chris Harris said both Mr Caire and Mr Mills are “welcome additions” to the company.

“[Mr Caire and Mr Mills] are both highly experienced self-managed superannuation specialists whose outstanding industry knowledge will greatly benefit our clients,” Mr Harris said. 

“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,” he said. 

Mr Harris added that more people are choosing to establish an SMSF to have “greater control” of their retirement savings. 

“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,” Mr Harris said.

Prior to joining Exelsuper Mr Caire was working with Melbourne-based Equity Trustees where he managed high net worth clients.

Mr Mills held a number or positions before joining Exelsuper, including roles as partner with Accru Harris Orchard, financial planning manager with Colonial First State and as a financial adviser with the Bank of South Australia.

Exelsuper boosts SMSF specialist numbers
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