Integro Private Wealth has taken another significant step in its national growth journey, appointing Daniel Secatore as its first dedicated adviser based in Victoria. The move gives the firm an on-the-ground presence in Melbourne, as we look to become a truly nationwide private wealth manager.
For Integro, this is not just about expanding geographically. It is about making it easier for our clients to access personalised, high-quality advice, particularly as financial decisions become more complex and the need for trusted guidance continues to grow.
Supporting clients and growing the business
A key focus for Daniel Secatore will be working closely with Integro’s existing Victorian clients, ensuring they continue to receive the tailored advice and ongoing support our firm is known for.
Having a dedicated adviser based locally means clients benefit from more accessible, relationship-led advice, with someone who understands both their individual goals and the local market. It’s a natural progression for our firm as we have already built a strong client base in Victoria.
At the same time, Daniel will play an important role in growing Integro’s footprint across the state. This includes building new relationships across metropolitan Melbourne as well as regional Victoria, where demand for high-quality financial advice continues to increase.
Victoria presents a significant opportunity to grow our client base, particularly among high-net-worth individuals, business owners and family offices seeking more sophisticated and personalised advice solutions.
This demand is being driven in part by an evolving financial landscape. Changes to areas such as capital gains tax, Division 296 and negative gearing are prompting more Australians to seek advice to better understand the long-term impact on their wealth, retirement planning and investment strategies.
Building a national advice network
The appointment of a Victorian adviser is part of Integro’s broader strategy to build a genuinely national advice business. The firm recently surpassed $1 billion in funds under advice, highlighting our strong growth and expanding client base.
This growth has been supported by a combination of strategic hires, partnerships and acquisitions, including our first New South Wales adviser in Adam McRedmond and a recent merger with Lighthouse Capital Southwest.
Within this broader strategy, establishing a dedicated presence in Victoria is a key milestone. It ensures we are well positioned not only to support our existing clients, but grow the business across metro and regional areas as demand for personalised financial advice continues to rise.
If you are based in Victoria and want to learn more about how Daniel Secatore and his team can support your wealth management journey, contact your Integro adviser today. If you are not an existing client, get in touch via email at: [email protected].
