Integro Private Wealth has merged with Lighthouse Capital South West, strengthening its foothold in Western Australia while remaining open to further M&A opportunities.
Integro Private Wealth has merged with Lighthouse Capital Southwest, strengthening its hold in Western Australia while remaining open to further M&A opportunities.
Financial adviser Travis Edwards joins Integro as part of the merger as well as client service manager and associate Suzie Wilkinson, who has been with Lighthouse since its inception, paraplanner Kirsten Smith and client services associate and paraplanner Alison Taylor.
Edwards brings nearly two decades of experience in the financial advice industry including nine years at Lighthouse where he was a director and senior financial planner, before which he held similar positions at Geographe Financial Group and NAB.
The individuals will set up shop in the Bunbury office of AMD Chartered Accountants, which Integro partnered with in 2024.
Integro managing partner Justin Gilmour said the Lighthouse merger builds on Integro’s partnership with AMD established in 2024, allowing the firm to deliver a stronger value proposition in the region.
