Integral Private Wealth Pty Ltd
WE PROVIDE TAILORED WEALTH MANAGEMENT SERVICES TO HELP BUILD, MANAGE AND PRESERVE WEALTH
For over 16 years, the team at Integral Private Wealth has helped families, retirees, professionals and business owners build, manage and preserve their wealth. Our reputation is founded on superior service, transparent relationships, professionalism and a focus on achieving outstanding results. Integral Private Wealth Founder David Simon CFP® in 2015 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. These awards include recognition as the National Senior Financial Planner of the Year (2009, 2010, 2012 and 2013), National Partnership Business of the Year (2013), National Community Spirit Award (2014) and the National Rising Star of the Year (2016). 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. 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.
Address: Level 10, 83 Clarence Street, Sydney NSW 2000 Australia
Phone: +61 1300 468 694
FAX:
