Search Results | Showing 1 - 10 of 10 results for "Integro" |
| | | ... us to combine our experience and depth; while staying true to the way we've always worked with clients." Meanwhile, Integro Private Wealth has also announced that it is merging with Lighthouse Capital Southwest located in Bunbury, opening a new office ... |
| | | | Integro has appointed a new head of advice for the East Coast, as the Perth-based firm surpasses $1 billion in funds under advice. Adam McRedmond is tasked with growing the firm both organically and through acquisition across New South Wales, Queensland ... |
| | | | ... and CSC aims to fast-track this by running insurer and trustee processes in parallel where possible. In his experience, Integro Private Wealth director Tim Sullivan says the typical timeframe for processing death benefit claims ranges from two to eight ... |
| | | | Integro Private Wealth has appointed Glen Mesch as head of advice and growth, as it scales its national presence by accelerating growth on the east coast. In the role, Mesch will head the expansion of Integro's professional partner network across the ... |
| | | | Perth-based financial advice group Integro Private Wealth has recruited a former AMP partnership manager and beefed up its advice ranks as part of its ambitious expansion plans. Fresh from signing referral partnership deals with accounting practices ... |
| | | | ... year of work and training, and undertake continuing professional development. Bryn Evans, a private wealth adviser at Integro Private Wealth, said the announcement is welcome news as it is a proposal to provide greater flexibility in how new entrants ... |
| | | | ... across the state. While Wealth Advantage will remain in its Albany office, its staff have already transitioned over to the Integro business, taking it to 35 employees. Already at the start of the month, Integro hired a new general manager. Integro partner ... |
| | | | ... range of industries with expertise in people and culture, professional services, and management consultancy. According to Integro Private Wealth managing partner Justin Gilmour, Vinnicombe will play a pivotal role in the firm's next stage of growth. ... |
| | | | ... been recognised as a finalist in the AFA's Female Excellence in Advice Award twice. AFA Inspire national chair and Integro Private Wealth's Dawn Thomas was the Western Australian winner for building trust with a client who had previously received ... |
| | | | ... executive Terry Dillon. Steven Parry joined Shadforth Financial Group on August 2. He was most recently general manager at Integro Private Wealth. Prior to this he worked at BT Financial Group and Perpetual in distribution roles. Shadforth's Queensland ... |
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