Integral Private Wealth

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Integral Private Wealth company description

Integral Private Wealth specialises in delivering bespoke wealth management solutions tailored to help clients build, manage, and preserve their wealth. Our approach is grounded in a steadfast commitment to excellence, transparency, and professionalism, ensuring that every decision and interaction is aimed at achieving superior outcomes for our clients. Our team of highly qualified financial advisers is consistently recognised among Australia’s top advisers by Barron’s, as published in The Australian. This accolade highlights our dedication to industry-leading standards and our focus on key metrics, including asset management, transparent fee structures, professional credentials, client satisfaction, and overall practice quality. For more information or to arrange a consultation, please contact us on 1300 468 694 or email info@integralprivatewealth.com.au.

Key Employees

  • David Simon
    Executive Chair and Principal Advisor
  • Marc Smith
    Director & Principal Advisor
  • Kirsten Lynn
    Senior Financial Adviser

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New team members of Integral Private Wealth

Kerrie R.
Business Manager
Dan Friend
Principal Advisor
Daniel Fochesato
Principal Adviser
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