Westpac adviser establishes private wealth firm
DAVID SIMON
Integral Private Wealth Group Pty Ltd - Founder and Principal Advisor
DEPARTURE
WESTPAC BANKING CORPORATION
Date: June 2015
Position: Partner & Executive Financial Planner
APPOINTMENT
INTEGRAL PRIVATE WEALTH GROUP PTY LTD
Date: June 2015
Position: Founder and Principal Advisor
Financial adviser David Simon has set up his own private wealth firm, Integral Private Wealth. The firm has an independent focus though is licensed through Securitor (part of the Westpac Group), which David tells Industry Moves will ensure his customers are serviced in "the best way". Simon was previously a financial adviser at Westpac for 15 years.
