Integro Private Wealth / The Source
Integro Private Wealth (Integro), Western Australia’s leading private wealth firm, has partnered with AMD Chartered Accountants (AMD) to provide residents in regional Western Australia with greater access to financial advice.
Through the partnership, AMD’s clients will be able to access financial advice across their regional offices in key areas such as Mandurah, Bunbury, Geraldton and Margaret River. For Integro, this will allow their clients to access accounting services throughout regional Western Australia.
Managing Partner of Integro Private Wealth, Justin Gilmour, said this partnership is designed to broaden access to financial advice throughout regional parts of the state.
“Through this partnership, AMD’s client base of over 3000 people will have better access to advice in their local area, allowing them to seek a more diverse range of global investment opportunities, which are difficult to obtain through a local private practice,”
Director of AMD Chartered Accountants, Shane Kaurin, said that the need for advice in rural and regional parts of Western Australia has increased exponentially in recent years, driven by strong land values, as well as the strength of export and agricultural markets.
"We have seen a significant increase in demand for financial advice from amongst our clients, particularly young people and those concerned by the impacts of government policy changes like tax concessions on super balances over $3 million,”
“A key strength of this partnership is that it allows clients to access advice from a trusted adviser who is working within the community. Clients are continually telling us that they want someone locally who they know and trust to be advising on their wealth.”
“Regional families are on the cusp of the biggest wealth transfer we have ever seen with many family businesses, farms and mining sites consolidating and being sold off on the back of these high land values and market strengths.”
As part of the partnership, Magda Betlem a Director of AMD Chartered Accountants has become an Authorised Adviser for Integro Private Wealth providing wealth management solutions to clients. Ms Betlem has access to Integro’s broader investment opportunities and technology, including their whole of wealth management services.
“With Magda now working across both firms, she will act as a conduit and continue servicing our existing clients from an advice perspective, whilst enhancing our offering through accessing a broader range of services like family office solutions and estate planning."
Ms Betlem is a Certified Practising Accountant (CPA) specialising in SMSF’s and graduate of the Australian Institute of Company Directors. She holds a Bachelor of Accounting from CEUMA in Brazil further supported by a Bachelor of Business from Edith Cowan University and before joining AMD, she worked as an Accountant with RSM Bird Cameron.
