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Showing 1 - 3 of 3 results for "David Simon"

Private wealth firm grows footprint

JAMIE WILLIAMSON  |  WEDNESDAY, 24 JUL 2019
... first office in Brisbane. Smith will serve as co-managing director of Integral Private Wealth alongside its founder David Simon, while Duke is director and principal adviser. All three are former partners and executive financial planners of Westpac. ...

Securitor names adviser of the year

KERRIE SYDEE  |  MONDAY, 17 OCT 2016
... national Adviser of the Year at a recent gala dinner. Heidi Schwegler was awarded the 2016 National Adviser of the Year, David Simon the National Rising Star of the Year and Crosbie Wealth Management was named the National Practice of the Year. Securitor ...

Westpac adviser sets up private wealth firm

LAURA MILLAN  |  THURSDAY, 11 JUN 2015
A Westpac financial adviser has left the group to start his own private wealth firm, licensed under Securitor. David Simon has set up Integral Private Wealth, which will provide wealth management services under BT Financial Group-owned Securitor. Simon ...
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