Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 9 of 9 results for "Integro Private Wealth"

Minchin Moore, Edney Ryan Wealth Management merge

MATTHEW WAI  |  TUESDAY, 7 APR 2026
... 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 at the region. ...

Feature: Group insurance | Cold comfort

MATTHEW WAI  |  WEDNESDAY, 22 OCT 2025
... 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 weeks, depending ...

Integro appoints head of advice and growth

RIDDHIMA TALWANI  |  TUESDAY, 14 OCT 2025
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 ...

Integro Private Wealth to expand national footprint

MICHELLE BALTAZAR  |  THURSDAY, 28 AUG 2025
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 ...

Treasury promises flexibility to adviser qualifications

KARREN VERGARA  |  WEDNESDAY, 31 JAN 2024
... 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 can demonstrate ...

Integro Private Wealth acquires Wealth Advantage

CHLOE WALKER  |  FRIDAY, 25 AUG 2023
The Perth-based family office advice firm has officially taken on Albany-based firm Wealth Advantage Group, in a strategic move to target more family offices across the state. While Wealth Advantage will remain in its Albany office, its staff have already ...

Integro Private Wealth welcomes GM

CHLOE WALKER  |  TUESDAY, 1 AUG 2023
... 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. "Claire's ...

AFA names Great Advice Awards winners

KARREN VERGARA  |  THURSDAY, 30 SEP 2021
... 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 poor advice. Sunsuper ...

Shadforth appoints Queensland head

KANIKA SOOD  |  TUESDAY, 3 AUG 2021
... 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 staff includes ...
PAGE:
1