Broadening our footprint in Bunbury through the acquisition of Lighthouse Capital Southwest

For Integro, this represents a deliberate investment in regional capability, local expertise and integrated advice delivery in one of Western Australia’s most important economic and agricultural hubs. By establishing a dedicated presence in Bunbury, Integro is strengthening its ability to support clients who have traditionally faced limited access to high‑quality, face‑to‑face financial advice.

Regional communities often have complex financial needs, spanning family wealth, farming enterprises, business succession and retirement planning. Through this acquisition, Integro is better positioned to meet those needs at scale, combining local adviser relationships with the resources, investment access and technical depth of a national firm.

The transition brings experienced financial adviser Travis Edwards into the Integro Private Wealth team. With more than 17 years of experience working across the South West, Travis brings deep regional knowledge and trusted client relationships that align closely with Integro’s client‑first philosophy. Importantly, his entire team is also joining Integro, ensuring continuity of service while significantly enhancing the firm’s on‑the‑ground advisory capability in the region.

His experienced team includes Suzie Wilkinson, Client Service Manager/Associate, who has worked alongside Travis since the inception of Lighthouse Capital Southwest, as well as Kirsten Smith, Paraplanner and Alison Taylor, Client Services Associate/Paraplanner.

From a strategic perspective, the acquisition strengthens Integro’s integrated advice model. Travis will be based in AMD Chartered Accountants’ Bunbury office, creating a joint local presence that enables closer collaboration between financial advisers and accountants. This allows Integro to deliver more coordinated advice across wealth management, tax planning, retirement strategies and business succession.

The expanded footprint also complements Integro’s broader network of professional partnerships, including its collaboration with Aviso, a leading general insurance provider to the agricultural sector.

For Integro Private Wealth, the acquisition supports our broader national growth strategy and we are continually looking at opportunities to grow our business, particularly along the east coast of Australia in Brisbane, Sydney and Melbourne.

Just as importantly, the move helps address a longstanding gap in access to professional financial advice outside metropolitan centres. With a dedicated adviser team now operating in Bunbury, clients across regional Western Australia gain improved access to sophisticated investment opportunities, enhanced reporting and advice structures typically reserved for city‑based clients.

Ultimately, Integro’s acquisition of Lighthouse Capital Southwest underscores a clear strategic priority, focused on expanding access to trusted, high‑quality financial advice in regional Australia, while building a stronger, more connected national advice firm positioned for long‑term growth.