Chris Dastoor / Professional Planner
Twenty years ago, Justin Gilmour was a financial adviser with one of the big four banks, giving what then passed for financial advice to the bank’s customers.
But even then, he knew there was a better way to do it and, wanting to create a practice that focused on a whole-of-wealth approach, in 2003 Gilmour launched his own advice firm.
Integro Private Wealth has just celebrated its 20th anniversary and managing partner Gilmour tells Professional Planner the intent behind setting up the business was to move away from the advice culture of the big banks at the time.
“It was a very transactional based at that time and I recognised that perhaps there was another way, more concentrating on that whole-of-wealth approach to wealth management rather than it being a transactional approach,”
