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Everything from Integro Private Wealth

Integro strengthens national presence appointing Daniel Secatore as first Victorian adviser

From Integro Private Wealth

Integro Private Wealth has appointed Daniel Secatore as a financial adviser, as the firm continues to expand nationally in response to growing client demand for personalised financial advice. The appointment

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01 Jun 2026

Integro Private Wealth deepens regional Western Australia reach through Lighthouse Capital Southwest merger

From Integro Private Wealth

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

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08 Apr 2026

Integro announces first east coast hire, bolstering their national presence as they reach $1 billion FUA

From Integro Private Wealth

Integro Private Wealth (Integro) has appointed Adam McRedmond as Head of Advice, East Coast, who will use his strong M&A background within the wealth management industry to grow the firm

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29 Jan 2026

Integro appoints Head of Advice and Growth to accelerate national expansion

From Integro Private Wealth

Leading Australian private wealth firm Integro Private Wealth (Integro) has appointed Glen Mesch as Head of Advice and Growth, marking a pivotal step in the firm’s strategy to scale its

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15 Oct 2025

Integro Private Wealth expands national footprint with AH Jackson partnership

From Integro Private Wealth

Integro Private Wealth (Integro), one of Australia’s leading private wealth firms, has formed a strategic partnership with Brisbane-based accounting firm AH Jackson to increase access to financial advice across the

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28 Feb 2025

$3.5 trillion wealth shift: Integro Private Wealth boosts expertise with two new appointments

From Integro Private Wealth

Leading private wealth firm Integro Private Wealth (Integro) has announced the appointment of Dean Sampson as Private Wealth Adviser and Tien Dat Nguyen as Senior Paraplanner. The move reflects Integro’s

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16 Jan 2025

Integro Private Wealth partners with AMD Chartered Accountants to increase access to advice in regional WA

From Integro Private Wealth

Integro Private Wealth (Integro), Western Australia’s leading private wealth firm, has partnered with AMD Chartered Accountants (AMD) to provide residents in regional Western Australia with greater access to financial advice.

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21 Mar 2024

Earn CPD Points

CPD: A TTR strategy for modern retirement
We are currently witnessing one of the most significant demographic transformations in Australia’s history. Over the next decade, an estimated 2.5 million Australians are expected to enter retirement[1]. This article, [...]
CPD: Trend following in uncertain times
Trend following strategies aim to generate returns by capturing sustained price movements across a diverse range of asset classes. Unlike traditional investment approaches that rely on valuation or forecasting, trend [...]
CPD: Aged care advice and ethics
Data from the Australian Institute of Health and Welfare (AIHW) shows that Australia’s population aged 65 and over is projected to reach 22% – or 8.8 million people – by [...]
CPD: AI governance – a practical framework for advisers
Regulator scrutiny of AI governance just got serious In years to come, they may well call it the ‘Mythos effect’ – the point in early 2026 where all the concerns [...]
CPD: Thinking outside the box – providing a loved one a paycheque for life
Australia’s great wealth transfer is well underway. An estimated $5.4 trillion is expected to pass from those aged 60 and over to younger generations within the next two decades.[1] In [...]