Westpac financial adviser David Simon has exited the group to set up his own private wealth firm in Sydney.
The new firm, Integral Private Wealth, will be licensed under Westpac/BT’s dealer group Securitor.
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The firm will offer wealth management services to established business owners, executives, professionals, families as well as self-funded retirees.
Simon, who served in the role of a financial adviser at Westpac for 15 years, said: "Integral Private Wealth will have an independent focus and will remain institutionally connected with access to the latest research and intelligence.
"Australians seeking financial advice are seeking more transparent relationships, superior service and outcomes that are in their best interests. Integral Private Wealth is founded on these values."
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