Our story so far…

 

Financial Synergy is a leading independent superannuation and administration provider committed to delivering exceptional customer service and innovative technology solutions for the wealth management market.

 

With offices in Melbourne, Sydney, Brisbane and Hobart, Financial Synergy is positioned to provide its extensive and growing client base with high quality solutions that enhance business requirements through productivity improvements, cost efficiencies and exceptional products and services that support member and employer services.

 

Financial Synergy was established in Melbourne in 1978 by one of Australia’s leading actuaries, David Orford, and is currently celebrating its 30 year anniversary as one of the leading providers of superannuation and administration solutions.

 

The company’s name was derived from David’s experience as an actuary. The word ‘Synergy’ captured the essence of outcomes and actions which occur naturally and serendipitously. For David, tying the words ‘Financial’ and ‘Synergy’ together to form Financial Synergy was like applying dollars to numbers. For example, rather than 1+1= 3, it mean $1+$1=$3 and if you continue these calculations in this manner (as only an actuary would do), you will reach infinity! Therefore, it seemed only natural to incorporate the infinity and dollar symbols to represent the company in the form of its logo. This established an approach to the business that is still applied to this day. As David would say, “The repeated application of synergy”.

 

Financial Synergy owes its longevity and success to the vision and efforts of the people who have joined the company over the years, from its original home in Surrey Hills (Victoria) to The Tower at Melbourne Central, and our other offices across Australia.

 

What originally started with a sole employee is now an enterprise of over 120 employees, more than 60 key clients and a collection of strategic partnerships – working together, or ‘synergistically’, to support the company’s vision for growth, continuous improvement and to be the leading provider of administration software solutions and boutique administration services to the wealth management market.

 

Financial Synergy is proud of the quality relationships it has developed with its clients and partners, and continues to strive to sustain a positive reputation for high quality products and services, innovation and flexibility to meet evolving market requirements.

 

Four key areas of financial and superannuation solutions support the strategic direction of the company, its mission and core business values:

• Acurity Administration Software and Consulting Services
• Administration and Investments
• Financial Literacy Tools
• Actuarial Services.

 

The collective skills of the people and divisions that support these products provide clients with access to an unparalleled level of expertise that is in touch with the evolving industry trends and growing demands of fund administrators, members, employers, financial advisers and other non-superannuation financial institutions. Our team, led by an experienced and leadership focussed management team, is made up of people with skills and experience across information technology and development, consulting, business analysis, sales and marketing, human resources, compliance and administration.

 

"I would like to thank the people and organisations who have shared the journey with us so far, and look forward to continuing a challenging and rewarding future with you and those who join us in our travels to infinity and beyond.”
– David Orford, Founder and Executive Chairman, February 2009

 Go to History for a full timeline of Financial Synergy's events and milestones.