Integral Private Wealth expands to Queensland
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.”
AUTHOR
Chris Dastoor
Recommended for you
JANA Investment Advisers has made several internal promotions and new appointments across its research team to bolster its position in the market.
SQM Research’s former head of research, Rob da Silva, has joined an investment consulting and analytics firm to drive the expansion of its research coverage.
AFCA has confirmed its chief operating officer, Justin Untersteiner, will be departing the organisation in March to take up a CEO role.
Minister for Financial Services, Stephen Jones, has announced he will be retiring at the upcoming federal election.
