About us

Our team consists of experts to design, implement and support your CIPR and lifetime income streams solutions.

David Orford Managing Director

Originally a partner with actuarial firm, E.S. Knight and Co, David has taken his passion for actuarial consulting and superannuation to found Financial Synergy, Australia’s leading provider of superannuation administration software, sold to IRESS in 2016. David remains passionate about helping Australians lead a comfortable retirement and has founded Optimum Pensions to provide a superior solution to longevity risk.

Richard Leckey Chief Strategist and Corporate Advisor

Richard is an experienced corporate advisor and management consultant, advising owners and corporations on divestments, acquisitions and corporate finance issues for over 30 years. Richard has carriage of commercialising the Real Lifetime Pension.

Peter Rowe Manager, Business Development & Implementation

Peter brings to the team significant knowledge of the superannuation sector, including the general oversight, management, co-ordination of all programs and products (including development and evaluation) delivery, client relationships (existing and potential) in the superannuation sector including the prudentially regulated and self-managed sectors. His roles have included COO of Vision Super, MD –Superannuation at FNZ wealth management and Chair of ASFA (Victoria).

Stephen Huppert Head of Product

Stephen has over 25 years’ experience in Superannuation, Wealth Management and Life Insurance. He has spent the last 15 years working with superannuation funds and their service providers to solve complex strategic and operational problems. Stephen’s most recent roles include as Partner at Deloitte, Head of Product Innovation at Trustee Partners, and Executive Director at Ernst & Young. Stephen is a Fellow of the Institute of Actuaries of Australia.

Alan Haintz Chief Actuary

Alan is a Fellow of the Faculty of Actuaries (UK) and of the Institute of Actuaries of Australia. For over 40 years Alan has had a distinguished career as an actuary in the insurance, funds management and banking industries, including Chief Actuary at National Australia Financial Management. Alan is responsible for all actuarial work performed by Optimum Pensions.

Max Henbest Consulting Analyst

Max has a Double Major in Pure Mathematics. He has undertaken a large part of modelling the Real Lifetime Pension and how it can create an effective retirement solution (including a great CIPR) when combined with the Age Pension and an Account Based Pension. Max has also been a professional bridge player, representing Australia in bridge internationally on nine occasions.