Integral Private Wealth expands to Queensland

23 July 2019
| By Chris Dastoor |
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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.”

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