Integral Private Wealth expands to Queensland

westpac/Brisbane/queensland/

23 July 2019
| By Chris Dastoor |
image
image
expand image

Former Westpac adviser Marc Smith, along with Patrick Duke, have established Integral Private Wealth QLD, located in Brisbane’s central business district.

The pair has formed a relationship with David Simon, another ex-Westpac adviser who founded Integral Private Wealth in 2015.

The company is authorised under SIRA Group, and Smith and Simon would both share the role of managing director.

Integral Private Wealth Group comprises approximately thirty staff across three locations in NSW, as well as the new Queensland branch.

Smith said it was a significant decision as after being at the same company for almost 20 years, he valued how clients wanted to feel safe.

“The first thing that stood out for Patrick and me about Integral Private Wealth is the fact that they put their clients at the centre of everything they do,” Smith said.

“We know how important it is for our profession to re-gain the trust of the Australian public.”

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months 3 weeks ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months 4 weeks ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

5 months ago

ASIC has suspended the Australian Financial Services Licence of a Melbourne-based financial advice firm....

2 weeks ago

The corporate regulator has issued infringement notices to three AFSLs whose financial advisers provided personal advice to a retail client while unregistered....

2 weeks 6 days ago

ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test....

3 weeks 4 days ago

TOP PERFORMING FUNDS

ACS FIXED INT - AUSTRALIA/GLOBAL BOND