About

OUR COMPANY


Founded in 2015 and with offices in Sydney and Brisbane, the team at Integral Private Wealth helps families, retirees, professionals, and business owners build, manage and preserve their wealth.

Superior service, transparent relationships, professionalism and a focus on achieving outstanding results is the foundation of our reputation. Our focus on the quality of advice and a strong culture attracts Australia’s best and most experienced advisors, backed by an outstanding support team.

Integral Private Wealth is widely recognised for achieving some of the professions highest honours, including:

Barron’s Top 50 list of Australian financial advisers – in conjunction with The Australian
our advisers have featured in this list each year since its inception

Top 50 Most Influential Advisors in Australia – Financial Standard

Aside from delivering excellent outcomes for our clients, the team at Integral Private Wealth have a shared passion for helping improve the financial literacy of all Australians and are an active supporter of the community.

FEATURED BY

OUR PROFESSIONALS

Through shared standards, process and values our professional advisor’s and their teams take great pride in delivering quality advice to help our clients build, manage and preserve their wealth.

DAVID SIMON

CFP®  B.Com (Economics)

Founder, Chairman and Principal Advisor

MARC SMITH

CFP®  B.Bus (Econ)  Dip. FP

Managing Director and Principal Advisor

UDAY CHOPRA

DFS (Financial Advising)

Director and Principal Advisor

NITIN KATARIA

Grad. Dip (Applied Finance and Investment)

Director and Principal Advisor

PATRICK DUKE

AFP®  MFinPlan  ADFS (FP)

Director and Principal Advisor

TOM COTTER

CFP® AdvDip. FP B.Bus (Acc/Econ)  SSA™  CDecP

Principal Advisor

DAVID ARMOUR

B.Economics  ADFP

Principal Advisor

DANIEL FRIEND

ADFP  B.Commerce

Principal Advisor

Daniel Fochesato

CFP® B.Bus(Fin) AdvDipFS (Fin Plan) Dip Fin Mkts

Principal Advisor

Arin Doig

AFP®  AdvDip. FP  B.Bus (Acc)

Associate Advisor

Brodie Hill

MBus (AppFin)  ADipFP

Associate Advisor

OUR APPROACH

BUILD

WE PROVIDE QUALITY ADVICE DESIGNED TO BUILD WEALTH IN A SUSTAINABLE MANNER

We understand every client’s situation before recommending the strategies and services needed to build long-term financial success. This includes a detailed understanding of each client’s circumstances, objectives and tolerance for risk.

We build strategies and services based on the most up-to-date research and information from one of Australia’s largest research teams. We also provide clients with access to a wide range of asset classes and work closely with clients to ensure investments are in their best interests.

MANAGE

OUR WEALTH MANAGEMENT SERVICES PROACTIVELY MANAGE YOUR WEALTH OVER THE LONG TERM

The test of any financial strategy is its success over the long-term, despite the unexpected challenges that may arise. We design client strategies that can be adjusted to reflect changing circumstances be these personal, economic, legislative or market-related. We balance tax effectiveness with our clients’ capital growth, income and expense requirements.

We have a team approach – working closely with clients’ broader partners, including accountants, solicitors and bankers.

PRESERVE

WE PROVIDE QUALITY ADVICE DESIGNED TO PRESERVE AND PROTECT YOUR WEALTH BOTH FOR NOW AND FUTURE GENERATIONS

Preserving and protecting wealth for current and future generations requires careful and expert planning, and close ongoing management.

We help our clients protect against the unexpected – whether that’s through managing portfolio risks to protect wealth from a market or economic downturn, or protecting clients’ financial position in the event of a death, serious injury or illness.

OUR TEAM TAKES GREAT PRIDE IN DELIVERING THE HIGHEST LEVEL OF SERVICE WITH RESULTS DRIVEN PROFESSIONALISM

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