Daniel Secatore

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 marks Integro’s first on-the-ground adviser hire in Melbourne, strengthening the firm’s presence in Victoria as it continues to expand nationally. Secatore will support Integro’s existing Melbourne client base while also working to build new client relationships in the region.

Secatore’s appointment follows the recent addition of Adam McRedmond as the firms first adviser in New South Wales. It also comes after Integro surpassed $1 billion in funds under advice earlier this year, highlighting the firm’s accelerating growth and expanding national client footprint.

Justin Gilmour, Managing Partner of Integro Private Wealth,said the appointment would strengthen support for Integro’s growing Victorian client base while positioning the firm for further expansion opportunities across the state.

“Victoria remains a significant growth market for Integro, both in supporting our existing clients and identifying opportunities to expand the business as demand for high-quality financial advice continues to increase,” Mr Gilmour said.

“We’re seeing rising demand from high-net-worth individuals, business owners and family offices seeking more sophisticated and personalised advice solutions, particularly in Victoria, which continues to be a major hub for family office activity in Australia.”

“With ongoing changes to capital gains tax, Division 296 and negative gearing, more Australians are seeking professional financial advice to better understand the long-term impact these changes may have on their wealth creation, retirement planning and investment strategies.”

Mr Gilmour added that the firm is continuing to actively look at growth opportunities through acquiring existing advice practices and building out their network of partnerships with professional services nationwide including large accounting groups.

In April this year, Integro merged with Bunbury based advice firm, Lighthouse Capital Southwest, marking a significant milestone in the firm’s expansion strategy.

“Acquiring and integrating existing advice practices also remains a key strategic focus for Integro and plays an important role in growing our national presence. We are currently looking nationally at a range of opportunities in this space, Mr Gilmour said.

Secatore joins Integro with experience across financial planning, mortgage broking and property, bringing a broad understanding of the financial challenges and opportunities facing Australian clients. He said he is excited to join a growing advice business focused on delivering personalised outcomes.

“Integro has built a strong reputation for putting clients at the centre of the advice process and taking a genuinely holistic approach. I’m looking forward to helping more Australians navigate important financial decisions with confidence and clarity,” Mr Secatore said

Secatore officially began working at Integro Private Wealth on 25 May 2026.

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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.

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Glen Mesch

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 national presence and accelerate their growth along the east coast.

The appointment comes as Integro responds to heightened demand from Australians seeking financial advice, led by the country’s largest ever intergenerational wealth transfer. Integro is focused on bolstering its advice capability to cement their position as a truly national private wealth manager.

In his new role, Mesch will spearhead a major business development initiative to expand Integro’s professional partner network across the east coast and regional communities, including those in their home state of Western Australia.

Justin Gilmour, Managing Partner of Integro Private Wealth said, “This program will target strategic partnerships with boutique financial advice firms, insurance brokers, lending specialists and accounting practices, creating joint ventures and referral pathways that deliver scale, strengthen client outcomes and support Integro’s national growth strategy.”

“This appointment marks a significant milestone in Integro’s journey. We have built strong foundations in Western Australia, Queensland and Victoria and are now turning our attention to developing a truly national presence, including in New South Wales,” Gilmour said.

“With more Australians seeking trusted guidance through complex financial decisions, we’re focused on scaling our adviser capability and partner network. This next phase reflects our commitment to building a nationally recognised advice business with deep technical expertise and a client-first culture,” Gilmour added.

Mesch will also lead Integro’s adviser team, with a focus on mentoring, recruitment and lifting their overall advice capability. Working closely with the leadership team, he will support the onboarding of new advisers, drive professional development and embed a growth mindset across the firm as it establishes new offices and teams on the east coast.

He brings more than two decades of experience leading advice teams and driving growth, including senior roles as Head of Shadforth Financial Group WA and State Manager (WA & SA) at Perpetual Private. He is recognised for building high-performing teams, nurturing referral networks and supporting advisers to achieve sustainable growth.

“Integro has earned a reputation for its client-first ethos and growth mindset,” Mesch said. “I’m excited to support our advisers, build new partnerships and help extend Integro’s impact as we continue expanding across Australia.”

Mesch commenced in his role on Monday, 6 October 2025 and is based in Perth.

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Integro has continued to increase their presence nationwide in recent years after inking referral partnership arrangements with leading accounting practices, including AMD Chartered Accountants and AH Jackson. To cater for growing client demand and ongoing expansion, the firm has hired Emma Ross as Advice and Operations Manager. In this pivotal role, Emma will lead the Integro team and oversee the full spectrum of the advice process – from initial engagement to final delivery – ensuring operational excellence and a consistently high standard of client service.

Her responsibilities span performance management, process optimisation, quality assurance, and regulatory compliance. Emma’s leadership will be instrumental in fostering a collaborative, high-performance culture that aligns with Integro’s values and growth ambitions.

A qualified financial adviser, Emma Ross brings a wealth of experience to her new role at Integro. She has held senior leadership positions across the financial services industry, including her tenure as Partnerships Manager at AMP, where she was instrumental in strengthening strategic alliances.

Most recently, Emma served as General Manager at Financial Framework, where she led initiatives to streamline the advice process, enhance team capability, and drive operational efficiency. Her work focused on building scalable systems, nurturing talent, and aligning practice operations with the broader strategic goals of the business.

Justin Gilmour, Managing Partner at Integro Private Wealth, welcomed the appointment, stating: “Emma’s addition to the leadership team marks a significant step forward for Integro. Her depth of experience and industry insight will empower us to scale with confidence, while staying true to our commitment to excellence. Backed by a strong and knowledgeable leadership team, we’re well-positioned to achieve our strategic goals and continue delivering exceptional outcomes for our clients.”

Justin Gilmour further commented: “Having Emma on board is a catalyst for Integro Private Wealth’s next phase of growth. Her leadership will support our strategic shift toward establishing a stronger national presence, attracting and partnering with high-calibre advice professionals. Together, we aim to deliver a compelling and professional advice experience tailored to individuals, high-net-worth clients, and small businesses.”

In addition to the appointment of Emma Ross, Integro has made two strategic internal promotions within the business, promoting Bryn Evans to Partner and Jameson Johnston to Provisional Adviser.

In his new role as Partner, Mr Evans will play a key role in advancing Integro’s growth strategy. His focus will include working closely with the firm’s advice partners to deliver holistic financial advice to clients, while also mentoring Provisional Year (PY) associates and emerging advisers.

Through hands-on guidance and leadership, Mr Evans will support the development of future talent, helping young professionals align their career progression with Integro’s broader business objectives. His appointment reinforces Integro’s commitment to cultivating a high-performing, client-centric advisory team.

Mr Johnston’s elevation to Provisional Adviser makes him one of the youngest advisers in the nation, aged 22. He will work alongside Justin Gilmour to provide financial advice to clients, including financial modelling and wealth management solutions.

“I have always believed in the need to promote young talent within the business, to acknowledge their skills and achievements, but also to keep them engaged and moving forward within their own careers. Both Bryn and Jameson started their careers with Integro and both will have the opportunity to continue developing with us.”

“As Partner, Bryn will contribute to the broader business by maintaining solid working relationships with our professional advice  partners, and  support the nurturing of the young advice talent within Integro, while still undertaking his hands on client work and furthering those relationships.”

Mr Gilmour believes that Integro’s structured learning approach labelled “The Integro Academy” has been a driving force behind Mr Johnston’s rapid progression in becoming one of Australia’s youngest advisers.

“As adviser numbers continue to dwindle in Australia, better attracting and retaining staff will only become more important and having holistic structured learning programs is key. The careers of Bryn and Jameson are a testament to this, as they look to create a long-term meaningful impact on the industry.”

As the firm continues to expand, Integro remains focused on supporting clients through what they see as the greatest intergenerational wealth transfer in living memory, as high land valuations and the consolidation of Australian businesses encouraging many families to sell up.

“Our business growth and demand has been fuelled by a significant increase in the number of families looking to sell their businesses and assets, particularly in the agricultural space. Bryn and Jameson have been at the forefront of supporting clients through these transitions and we expect this trend to continue into the future.”

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Justin Gilmour

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 Queensland market.

The partnership connects AH Jackson’s 5,500+ clients—including individuals, families, and privately owned businesses—with Integro’s expertise in investment management, private markets, and succession planning.

Integro Managing Partner Justin Gilmour said the expansion into Queensland comes at a time when more Australians are looking for professional wealth management.

“Queenslanders are facing increasing financial complexity, from cost-of-living pressures to intergenerational wealth transfer. With a national shortage of experienced advisers, now is the right time to bring our bespoke solutions to the region and help clients plan for future generations. Our partnership with AH Jackson is designed to provide clients with access to leading private market investment opportunities, expert succession planning, and personalised financial advice.

AH Jackson Managing Partner Ben Odgers highlighted the increasing demand for financial advice as clients navigate business sales, acquisitions, and retirement planning.

“Many clients are looking beyond traditional investments and seeking exposure to private markets. Integro is well-positioned to meet this demand, offering tailored strategies aligned with market trends and long-term wealth goals. By working together, we can provide a seamless wealth journey for our clients.”

Unlocking Private Market opportunities

A key advantage of the partnership is AH Jackson clients’ access to Integro’s exclusive private market investment opportunities, supported by strategic partners such as Spire Capital.

“Our partnership with AH Jackson is built on shared values and a commitment to delivering quality financial advice. We’re excited to provide their clients with exclusive investment opportunities that can enhance their wealth and support their long-term financial goals,” Mr Gilmour said.

“This collaboration underscores Integro’s commitment to expanding our reach and delivering high-quality financial advice to more Australians. AH Jackson’s trusted reputation and client-first approach align perfectly with our values, said Mr Gilmour.”

“We’re seeing strong demand from accounting clients for wealth management services, including investment support and financial advice. This partnership allows us to streamline their entire wealth journey by sharing information and leveraging each other’s strengths,” Mr Odgers said.

Mr Gilmour highlighted the significance of providing financial advice for intergenerational wealth transfer and succession planning, “Particularly in sectors like agriculture and mining, families are currently experiencing the greatest intergenerational wealth transfer we have seen in living memory. As this continues, we will be working with AH Jackson to ensure that this transition is managed appropriately from start to finish, while focusing on bolstering their financial future.”

The partnership is progressing successfully, with several AH Jackson clients already onboarded and Integro staff having completed formal training to ensure a seamless transition. This collaboration is set to further accelerate throughout 2025, strengthening Integro’s commitment to delivering professional financial advice and expanding its national presence.

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Dean and Tien both join from SFR Advisory Group. Sampson brings more than two decades of experience to Integro, where at SFR he played a pivotal role in transforming the firm into a multidisciplinary financial advisory practice. His expertise includes superannuation, estate planning, and simplifying aged care and Centrelink processes, making him a valuable addition to Integro’s growing team.

Justin Gilmour, Managing Partner of Integro Private Wealth, highlighted the significance of the appointments in reinforcing the firm’s growth strategy and commitment to providing tailored advice to families navigating wealth transitions. “Dean and Tien’s deep expertise in estate planning and wealth transfer aligns perfectly with our mission to deliver trusted, comprehensive advice to clients. As more families seek guidance on preserving and transitioning wealth, their appointments strengthen our ability to meet these critical needs, for our growing client base.”

Dean Sampson expressed enthusiasm for his new role, emphasising the importance of tailored financial strategies for retirees. “Having an appropriate asset allocation, including a cash reserve, is essential to mitigate risks such as liquidating investments during market corrections. By combining these principles with Integro’s advanced modelling and projections, we can help clients feel more confident and secure in their retirement journey.”

As the generational wealth shift accelerates, Integro is expanding its focus on estate planning and intergenerational wealth transfer strategies. This includes ensuring families have essential legal documents, such as wills and powers of attorney, while creating personalised plans to efficiently manage and preserve wealth for future generations.

“Despite the magnitude of the wealth transfer, many Australians are underprepared, with nearly 50% lacking a valid will and even fewer having comprehensive plans in place for powers of attorney or beneficiary nominations,” added Mr Gilmour. “This leaves families exposed to potential legal disputes and inefficiencies. Integro is dedicated to simplifying these complexities, ensuring families can transition their wealth seamlessly and with confidence. Their expertise bolsters our capacity to provide holistic, tailored solutions that meet the unique needs of each client.”

Dean commences at Integro on 13 January 2025. He holds a Certified Financial Planner (CFP) designation from the Financial Planning Association, as well as a Graduate Diploma and Advanced Diploma of Financial Planning from Kaplan.

Tien will commence on 28 January 2025, bringing 7 years of experience as a Paraplanner at SFR Advisory Group. Tien holds a bachelor’s degree in Accounting and Finance from Curtin University and is a registered CPA through CPA Australia.

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Justin Gilmour

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.

Through the partnership, AMD’s clients will be able to access financial advice across their regional offices in key areas such as Mandurah, Bunbury, Geraldton and Margaret River. For Integro, this will allow their clients to access accounting services throughout regional Western Australia.

Managing Partner of Integro Private Wealth, Justin Gilmour, said this partnership is designed to broaden access to financial advice throughout regional parts of the state.

“Through this partnership, AMD’s client base of over 3000 people will have better access to advice in their local area, allowing them to seek a more diverse range of global investment opportunities, which are difficult to obtain through a local private practice,” Mr Gilmour said.

Director of AMD Chartered Accountants, Shane Kaurin, said that the need for advice in rural and regional parts of Western Australia has increased exponentially in recent years, driven by strong land values, as well as the strength of export and agricultural markets.

“We have seen a significant increase in demand for financial advice from amongst our clients, particularly young people and those concerned by the impacts of government policy changes like tax concessions on super balances over $3 million,” Mr Kaurin said.

“A key strength of this partnership is that it allows clients to access advice from a trusted adviser who is working within the community. Clients are continually telling us that they want someone locally who they know and trust to be advising on their wealth.”

Mr Gilmour added, “Regional families are on the cusp of the biggest wealth transfer we have ever seen with many family businesses, farms and mining sites consolidating and being sold off on the back of these high land values and market strengths.”​

As part of the partnership, Magda Betlem a Director of AMD Chartered Accountants has become an Authorised Adviser for Integro Private Wealth providing wealth management solutions to clients. Ms Betlem has access to Integro’s broader investment opportunities and technology, including their whole of wealth management services.

Mr Kaurin stated, “With Magda now working across both firms, she will act as a conduit and continue servicing our existing clients from an advice perspective, whilst enhancing our offering through accessing a broader range of services like family office solutions and estate planning.

Ms Betlem is a Certified Practising Accountant (CPA) specialising in SMSF’s and graduate of the Australian Institute of Company Directors. She holds a Bachelor of Accounting from CEUMA in Brazil further supported by a Bachelor of Business from Edith Cowan University and before joining AMD, she worked as an Accountant with RSM Bird Cameron.

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