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Showing 1 - 10 of 49 results for "Financial Synergy"

What you read in 2024

ELIZA BAVIN  |  FRIDAY, 20 DEC 2024
... material impact on the fund and its members. ESSSuper filed Federal Court proceedings against Iress and its Financial Synergy Holdings subsidiary, claiming material breaches of contract and pre-contractual misrepresentations. ESSSuper and Iress first ...

'No alternative': ESSSuper sues Iress

JAMIE WILLIAMSON  |  MONDAY, 11 NOV 2024
... material impact on the fund and its members. ESSSuper has filed Federal Court proceedings against Iress and its Financial Synergy Holdings subsidiary, claiming material breaches of contract and pre-contractual misrepresentations. ESSSuper and Iress first ...

Why advisers don't recommend annuities

KANIKA SOOD  |  WEDNESDAY, 31 MAR 2021
... clients." The Orford Initiative at Melbourne University is funded by the Orford Foundation, set up by former Financial Synergy managing director David Orford. Orford has since set up a retirement income product provider Optimum Pensions, which this month ...

Optimum Pensions partners with Generation Life

KANIKA SOOD  |  TUESDAY, 19 JAN 2021
... manager, retirement solutions. David Orford is the former co-founder of superannuation administration company, Financial Synergy, which was sold to IRESS for about $90 million in September 2016. A year later, in 2017, Orford developed a white-labelled ...

Optimum Pensions appoints general manager

KANIKA SOOD  |  MONDAY, 26 MAR 2018
... marketing strategies and materials for Optimum products. Optimum Pensions was founded in 2017 by the founder of Financial Synergy, David Orford.. Its white label solution for superannuation funds, the Real Life Time Pension (RLP), can provide better ...

Financial Synergy founder launches new firm

ALEX BURKE  |  MONDAY, 27 NOV 2017
The founder of Financial Synergy has partnered with some of Australia's leading actuaries to launch a new business aimed at tackling the ongoing retirement income and longevity risk problem. David Orford's new venture, Optimum Pensions, is rolling out ...

IRESS eyes future earning potential following reduced profit

EMMA RAPAPORT  |  FRIDAY, 18 AUG 2017
... Financial Standard has reported on a number of IRESS' acquisitions and partnerships, including with ClearView, Financial Synergy, the National Stock Exchange, Acorn Capital, UK wealth management firm Tilney Bestinvest, Colonial First State, OpenMarkets ...

IRESS and MainstreamBPO in super admin deal

KARREN VERGARA  |  THURSDAY, 13 JUL 2017
... price, and various legal and transaction fees. In October last year, IRESS acquired superannuation software firm Financial Synergy for about $90 million, but IRESS said providing administration services to customer-owned banks is not in line with company's ...

IRESS head of super retires

EMMA RAPAPORT  |  THURSDAY, 25 MAY 2017
... financial technology provider at the end of September 2017. Stephen Mackley was previously the chief executive of Financial Synergy - the superannuation technology business acquired by IRESS in September 2016 - for 12 years across two periods. In a statement ...

EQT appoints Rio Tinto super exec

ALEX BURKE  |  TUESDAY, 6 DEC 2016
... Currie was risk manager at HESTA, risk and compliance manager at Guild Insurance and senior fund accountant at Financial Synergy, Emergency Services Super, Toronto Dominion and AXA. Currie's appointment follows a management shakeup at EQT's corporate ...
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