Integral Private Wealth Founder David Simon CFP® has extensive experience in wealth management including almost 15 years with the Westpac Group where he operated one of the largest practices within the Westpac Private Bank. David is a multiple national award winner both as an individual and business practitioner. David regularly features in publications such as the Australian Financial Review, the Sydney Morning Herald, The Age and The Australian.
During 2016, and after an equally impressive track record in the wealth management industry, Nitin Kataria and Uday Chopra opened their doors at Integral Private Wealth Norwest. Nitin and Uday have also operated large practices within Westpac Partnerships at Westpac Norwest. 2017 saw Luke Ranson add his extensive experience, expanding Integral Private Wealth even further into North Sydney through his company Applied Wealth Solutions. From July 2019, we are delighted to announce the addition of Integral Private Wealth Brisbane, which is operated by Marc Smith and Patrick Duke.
The team(s) at Integral Private Wealth all share the same passion to help improve the financial literacy of all Australians and are active supporters of various community initiatives including the Sir David Martin Foundation, The Salvation Army Australia, Touched By Olivia Foundation and Variety.