INTEGRAL PRIVATE WEALTH GROUP - Key Persons
Job Titles:
- Member of the Financial Planning Association of Australia
Daniel is a member of the Financial Planning Association of Australia and holds the Certified Financial Planner® designation. Daniel has also completed a Bachelor of Business (Finance), Advanced Diploma in Financial Services (Financial Planning) and a Diploma in Financial Markets.
David Simon is one of Australia's most respected financial advisors. He has extensive experience in wealth management, including 18 years with the Westpac Group. David has a passion for helping improve the financial literacy of all Australians. David holds a Bachelor of Commerce with a major in Economics, completed the Wharton School executive education program, is a certified responsible investment financial adviser (Responsible Investing Association Australasia) and a Certified Financial Planner® (Financial Planning Association of Australia).
David has won numerous accolades throughout his career, including:
Australia's Top 50 Advisors The Australian - Barron's (2018, 2019, 2020, 2021)
Top 50 Most Influential Advisors in Australia Financial Standard (2018)
National Community Spirit Award BT Financial Group (2014)
National Champion BT Financial Group (2009, 2010, 2012 and 2013)
National Partnership of the Year BT Financial Group (2013)
BT CEO Living the Values Award - The Individual Award BT Financial Group (2010)
The Chris Williams Lifetime Achievement Award The Westpac Group (2008)
David is based in the Sydney office.
James is a financial adviser with more than 8 years of financial services experience. Prior to working in financial advice, James held a number of positions in a large financial services company, which provided him with valuable insights into the operations of the industry.
Job Titles:
- Certified Financial Planner
Marc is a Certified Financial Planner. He holds a Diploma in Financial Planning as well as a Bachelor of Economics Degree. He is also a member of the Financial Planning Association of Australia (FPA).Prior to joining Integral Private Wealth, Marc spent 17 years with the Westpac Group, where he operated one of the most successful practices in the country.
There is a real heart and sincerity in the way Marc interacts with his clients. He is passionate about giving them great outcomes and peace of mind.
Marc has won numerous accolades throughout his career, including:
Ranked No.3 in Australia's Top 50 Advisors (Barron's in conjunction with The Australian)
Ranked Top 50 Most Influential Advisors in Australia (Financial Standard)
Outstanding Wealth / Investment Advisor at the Australian Private Banking Awards
National Champion with Westpac
National Partnership of the Year with Westpac
Chris Williams Lifetime Achievement Award with Westpac
BT Living the Values Award
Marc is based in the Brisbane office.
Patrick is an experienced financial advisor, having worked with The Westpac group for over 14 years. During this time, Patrick operated a large partnership practice within Westpac Private Bank and St George Private Bank.
Job Titles:
- Advisor
- Principal
- Certified Financial Planner
Tom is a Principal Advisor at Integral Private Wealth. Tom has always been passionate about financial planning and providing great outcomes and peace of mind for clients.
He has experience as a Financial Planner, Advice Remediation Manager and Auditor working in top tier and local accounting practices as well as ASX listed top 20 banks. Tom's experience and education, coupled with his personal service approach, enables him to provide comprehensive holistic advice for clients. From a technical perspective, Tom has the ability to communicate what would normally be complex areas of advice in a simple and understandable manner to his clients. Tom prides himself on maintaining long-term relationships with clients, based on both his commitment to earning their trust, and placing their needs first.
Tom is a Certified Financial Planner (CFP®), SMSF Specialist Advisor (SSA™) and is in the process of completing his Certified Investment Management Analyst® (CIMA®) designation after recently completing the program at Wharton University of Pennsylvania. Tom has also completed a Bachelor of Accounting / Economics and Regional Development at James Cook University, Advanced Diploma of Financial Services and Margin Lending certification.