Leading financial adviser David Simon has today announced the establishment of Integral Private Wealth.
It follows 15 years at Westpac, where David Simon has been one of the bank’s leading and most-awarded financial advisers. Most recently, he ran one of the largest and most successful practices within Westpac Private Bank.
Integral Private Wealth will provide comprehensive wealth management services to established business owners, executives, professionals and families, as well as to self-funded retirees.
Integral Private Wealth will be licensed by Securitor, part of the Westpac Group.
Founder and Principal Advisor David Simon said Integral Private Wealth will provide a new standard of private wealth management and financial advice, supported by its licensing arrangement with Securitor.
“Integral Private Wealth will have an independent focus and will remain institutionally connected with access to the latest research and intelligence.
“Australians seeking financial advice are seeking more transparent relationships, superior service and outcomes that are in their best interests. Integral Private Wealth is founded on these values.
“Establishing Integral Private Wealth is a logical next step and I look forward to continuing to help successful Australians build, manage and preserve their wealth.”
