Exelsuper, an Australian self managed superannuation firm, has purchased 100% stake in US-based Oxford Financial Services to expand its financial planning business.
As part of the acquisition, both directors and all three financial advisers of Oxford Financial Services have joined the financial planning division of Exelsuper.
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Exelsuper said that it will continue to serve 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.
Chris Harris, CEO of Exelsuper, said: "We have completely integrated the Oxford business into Exelsuper, including all directors and advisers, which reinforce our financial planning offering in addition to our focus on helping people, set up and administer self managed superannuation funds.
"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."
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