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Max finds Synergy
Online superannuation fund Max Super has appointed Financial Synergy to provide administration services.
As well as giving Max Super access to its administration software platform Acurity, the alliance means Financial Synergy will be responsible for investment reporting, call centre services and distribution of member communications.
According to Andrew Barlow, chief executive of Max Super, the partnership decision was made because of Financial Synergy’s industry experience, diverse client list and systems-based approach. It was also based on the companies’ shared philosophies regarding customer service and friendly ‘Max’ style.
“Financial Synergy is a dynamic Australian company and shares very similar business philosophies to maxsuper.com.au, so we are absolutely delighted about our relationship going forward,” Barlow said.
Financial Synergy managing director David Orford expressed similar enthusiasm at news of the decision: “Working with maxsuper.com.au presents an exciting opportunity for [us], as they are as determined as we are to deliver superior customer service.”
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