A senior Westpac financial adviser has established their own Sydney-based advice business with an “independent focus”.
David Simon, who has worked with Westpac for 15 years, has established a new business, named Integral Private Wealth, which is licensed through Westpac/BT’s dealer group Securitor.
The business will provide wealth management services to established business owners, executives, professionals, families and self-funded retirees.
“Integral Private Wealth will have an independent focus and will remain institutionally connected with access to the latest research and intelligence,” Mr Simon said.
“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,” he said.
SUBSCRIBE TO THE IFA DAILY BULLETIN
20 Feb 2018Directors enter EU for ‘misleading’ AFSL applicationBy Staff Reporter
20 Feb 2018Major institutions pay further $21m in compensation schemeBy Staff Reporter
20 Feb 2018Implemented Portfolios tops IMA satisfaction ratingsBy Staff Reporter
20 Feb 2018Fidante manager launches microcap fundBy Staff Reporter
20 Feb 2018Government names CIPR advisory groupBy Staff Reporter
20 Feb 2018Let advisers set exam, FASEA toldBy Aleks Vickovich
- view all