Integral Private Wealth
David Simon serves as the Executive Chair and Principal Advisor at Integral Private Wealth, a position held since June 2015, where the focus is on delivering tailored wealth management services. Prior to this role, David was a Committee Member at NORTH Foundation from October 2019 to November 2020 and worked as a Columnist for News Corp Australia, contributing expertise in finance. David's earlier experience includes a partnership role at Westpac Group from January 2001 to June 2015. Educational qualifications include a Bachelor of Commerce in Economics from Macquarie University, participation in the Executive Leadership Enterprise program at The Wharton School, and completion of the HSC at St Patrick's College, Strathfield.
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Integral Private Wealth
Integral Private Wealth specialises in delivering bespoke wealth management solutions tailored to help clients build, manage, and preserve their wealth. Our approach is grounded in a steadfast commitment to excellence, transparency, and professionalism, ensuring that every decision and interaction is aimed at achieving superior outcomes for our clients. Our team of highly qualified financial advisers is consistently recognised among Australia’s top advisers by Barron’s, as published in The Australian. This accolade highlights our dedication to industry-leading standards and our focus on key metrics, including asset management, transparent fee structures, professional credentials, client satisfaction, and overall practice quality. For more information or to arrange a consultation, please contact us on 1300 468 694 or email info@integralprivatewealth.com.au.