Integro Private Wealth deepens regional Western Australia reach through Lighthouse Capital Southwest merger
Travis Edwards
Integro Private Wealth (Integro) has announced their merger with Bunbury based advice firm, Lighthouse Capital Southwest, marking a significant milestone in the firm’s strategy to expand access to high-quality, professional financial advice across Australia.
The merger significantly enhances Integro’s footprint in regional Southwest Western Australia, establishing a dedicated Bunbury based team to deliver stronger, more accessible support to clients across this region.
It also further supports Integro’s growth journey and strategic objectives, with a focus on expanding the firm’s presence across Australia and deepening their capability to support professional partners through integrated advice solutions.
Justin Gilmour, Managing Partner at Integro Private Wealth, said the firm will continue to look at opportunities to grow the business, through both referral partnerships and the further acquisition of existing advice practices nationwide.
“As part of our growth journey, we are always looking at opportunities to broaden our reach across Australia, including along the east coast. By welcoming the team, we are also strengthening our adviser capability and extending our reach into a key agricultural and regional hub,” Mr Gilmour said.
As part of the merger, highly experienced financial adviser Travis Edwards joins Integro, bringing with him extensive regional knowledge and a long-standing connection to the Bunbury and Southwest communities. Travis joins as a Partner and Private Wealth Adviser at Integro. He will be joined by his experienced team which will provide continuity, ensure a smooth transition and uninterrupted, high-quality service for clients.
“Travis has over 17 years of experience working across Southwest WA and beyond and we look forward to welcoming his clients into the Integro team. Integro offers access to alternative investment opportunities, including global private market assets and industry leading advice support measures, such as enhanced reporting metrics.”
Integro will now have a dedicated financial advice team operating from a new Bunbury office, enhancing existing relationships, including Integro’s trusted partnership with AMD Chartered Accountants enhancing the client value proposition by providing convenient, locally delivered financial advice.
“AMD plays an important strategic role in helping more clients access professional financial advice,” Mr Gilmour said. “Our expansion of the Integro team in Bunbury strengthens our shared commitment to supporting regional businesses, families and farming communities.”
This expansion also complements Integro’s ongoing collaboration with Aviso WA, a leading general insurance provider to the agricultural sector. The presence of Travis in the Southwest will play a key role in delivering integrated financial advice solutions to farming clients through the Aviso WA network.
“Clients in the broader Southwest region will benefit from greater access to dedicated local advisers who understand the unique needs of regional communities, supported by seamless collaboration. This integrated approach enables better coordinated wealth management, retirement planning and financial protection strategies, helping to deliver better long-term outcomes,” Gilmour concluded.
