OUR STORY


A LITTLE HISTORY

Founded in 1978 by David Orford, Financial Synergy began life as an actuarial firm in Albert Rd, Melbourne. Recognising the opportunity to help shape the superannuation industry, Financial Synergy began developing software in-house. Business flourished, and clients included some of Australia’s leading superannuation funds and providers. After a move in 1991, the company settled in the Melbourne Central Tower in 1997.

 

Continued growth and innovation helped Financial Synergy grow to over 120 staff spread across 4 offices, setting new technological benchmarks with their market leading superannuation platform.

 

In 2016 Financial Synergy was acquired by IRESS and remains proudly Australian owned and operated.

TODAY AND INTO THE FUTURE

Today, as part of IRESS, a fully integrated registry and online solution are delivered helping clients drive efficiency and deliver superior service.

 

An ever-changing work environment has led to a re-imagined back office and straight through online solutions, with the company widely recognised for ongoing technological innovation and proven ability to deliver.

 

Clients now range from small to the very largest funds covering retail, government and industry superannuation with a combined $250 billion funds under administration.

 

With ongoing research and development, our commitment is to help every client deliver more to their members and get the most from their investment in Acurity – today and into the future.


WHY CHOOSE US?



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STRENGTH OF OUR PEOPLE 
AND COMPANY

  • Over 35 years of experience in delivering successful business 
outcomes for our clients.
  • Australian owned and operated with multiple offices Australia-wide providing local support.
  • Expert in-house software specialists
 and fund administrators provide an unparalleled advantage.
  • Servicing over 40 leading financial organisations with over 4 million
 member accounts.
  • Committed management team with a shared vision and company goals.


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PROVEN GROWTH AND IMPLEMENTATIONS

  • Proven implementation approach working collaboratively with clients
 and other vendors.
  • Recent implementations have
 delivered clients real results.
  • Reduced risk and increased resource efficiency with innovative project planning.
  • Continue to welcome new clients growing to a combined $250 billion funds under administration.


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QUALITY PRODUCTS, ROADMAP
 AND VISION FOR THE FUTURE

  • Cutting-edge Acurity software, functionally rich, user-friendly and with the flexibility to adapt to future needs – all provided at a low cost of ownership.
  • Commitment to innovation and continued development, involving clients to ensure our development cycle meets their needs.
  • BRW top 50 most innovative companies for 2013 and 2014.
  • Most legislative upgrades included at no extra cost to clients providing certainty of cost and reducing client risk from legislative change.


MEET THE EXECUTIVE TEAM


David Orford

Director, Retirement Incomes

Stephen Mackley

Managing Director, Superannuation

Jeff Hall

GM Consulting

Jason Martin

GM Development

Michael Gallagher

GM Administration



Bruce Hassed

GM Sales and Marketing

Andrew Nettleton

CFO, Superannuation

John Burrows

Acurity™ Systems Architect

Caroline Morgan

Principal Business Systems Analyst

TESTIMONIALS