Wealth management service provider, Integral Private Wealth, was established today by financial adviser, David Simon.
The firm licensed by Securitor will provide services to established business owners, executives, professionals and families, and self-funded retirees.
“Integral Private Wealth will have an independent focus and will remain institutionally connected with access to the latest research and intelligence,” Simon said.
“Australians seeking financial advice are seeking more transparent relationships, superior service and outcomes that are in their best interests.”
Simon was previously a financial adviser at Westpac for 15 years, and according to the Australian Securities and Investments Commission’s (ASIC) adviser register shifted his license to Integral on Wednesday.
Securitor is part of the Westpac Group.
