OUR KEY PEOPLE

INTERPRETING INDUSTRY INTELLIGENCE REQUIRES INDIVIDUAL EXPERTISE

INTERPRETING INDUSTRY INTELLIGENCE REQUIRES INDIVIDUAL EXPERTISE

INTERPRETING INDUSTRY INTELLIGENCE REQUIRES INDIVIDUAL EXPERTISE

INTERPRETING INDUSTRY INTELLIGENCE REQUIRES INDIVIDUAL EXPERTISE

NADA MATICEVIC

NADA MATICEVIC

Private Wealth Adviser
B.BUS CFP
View Profile
NADA MATICEVIC

NADA MATICEVIC

Private Wealth Adviser
B.BUS CFP

Nada’s advice is backed by a wealth of experience gained from more than two decades in the financial services industry. Previously a partner in her own practice, she built considerable knowledge by working in every department of that firm. Nada is dedicated to helping our clients develop, manage and protect their wealth by providing personalised strategic advice and wealth management solutions.

Nada graduated from Edith Cowan University with a Bachelor of Business degree, majoring in Economics and Finance, and also holds a Diploma of Financial Planning and is a Certified Financial Planner.

nada@integrowealth.com.au
Close XClose Profile
SHANE REAY

SHANE REAY

Private Wealth Adviser
BCOM FIN. HONS INV. ADFP
View Profile
SHANE REAY

SHANE REAY

Private Wealth Adviser
BCOM FIN. HONS INV. ADFP

Born and raised in South Africa, Shane studied at the University of Johannesburg, earning a Bachelor of Finance degree and an Honours degree in Investment Management. He then began his career in financial planning before moving to Perth and joining our advisory team. He has since completed an Advanced Diploma in Financial Planning through the Kaplan Institute.

Shane has a passion for helping clients to achieve their financial goals and enjoy peace of mind. He finds the most rewarding part of his role is developing an individually tailored strategy for each of his clients and then working closely with them to achieve a successful outcome.

shane@integrowealth.com.au
Close XClose Profile
RICK ADASZKO

RICK ADASZKO

Private Wealth Adviser
ADV.DIP.FP
View Profile
RICK ADASZKO

RICK ADASZKO

Private Wealth Adviser
ADV.DIP.FP

Rick has built a notable career in financial services since starting in the industry in 1994. He holds an Advanced Diploma of Financial Planning and is currently completing his Master’s in Financial Planning. He is committed to improving and protecting our clients’ lifestyles with high-quality financial advice.

Formerly with Westpac, Rick rose to the position of senior relationship manager before moving to an adviser role. Over the years he gained recognition for his innovative ideas and high service standards, receiving the Westpac CEO ‘Thinking Customer First Award’ and the ‘Continuous Improvement Award’.

rick@integrowealth.com.au
Close XClose Profile
JUSTIN GILMOUR

JUSTIN GILMOUR

Managing Director
B. BUS, DIP. FP, AFP, SSA
View Profile
JUSTIN GILMOUR

JUSTIN GILMOUR

Managing Director
B. BUS, DIP. FP, AFP, SSA

Justin founded Integro in 2003 and after six years re-launched the firm with an innovative business model that avoids investment-related commissions and asset-based fees. This approach has seen us grow into a widely respected consultancy managing over $400 million for more than 400 clients across Western Australia.

Many of the people and families we assist work in the corporate, small-business and professional sectors, particularly in fields such as pharmaceuticals. We have also attracted a significant number of rural clients from the ‘wheat belt’ of WA, reflecting Justin’s family origins in the state’s northern agricultural region, around farming towns such as Carnamah.

Given our clients are generally high net worth individuals and families, we have developed considerable expertise in designing complex investment strategies tailored around self-managed superannuation funds (SMSF).

Prior to founding the firm, Justin spent several years as a financial adviser with Westpac Financial Planning in Perth. His qualifications include a Bachelor of Business degree from Edith Cowan University and a Diploma of Financial Planning. He has also been accredited by the Self-Managed Superannuation Professionals Association of Australia (SPAA) as an SMSF Specialist Adviser.

Justin is a full member of SPAA and the Financial Planning Association (FPA), the leading industry body for Australia’s professional financial advisers. In 2012, the financial planning trade publication ‘Wealth Professional’ named him Australian Adviser of the Year, and in 2014 he was recognised by the prestigious ‘40under40’ awards program as one of Western Australia’s leading business entrepreneurs.

These awards are testament to Justin’s leadership skills, which drive the culture of our business based on integrity, respect, excellence and success.

Close XClose Profile
KAREN COOKE

KAREN COOKE

Operations Manager and Executive Assistant to Justin Gilmour
View Profile
KAREN COOKE

KAREN COOKE

Operations Manager and Executive Assistant to Justin Gilmour

A long-time member of our team, Karen has more than thirty years experience in financial services, including banking, accounting and financial planning. Her main focus is building lasting client relationships and ensuring we’re providing excellent service at all times, not only to our clients but to all our stakeholders.

karen@integrowealth.com.au
Close XClose Profile
JONATHAN RAMSAY

JONATHAN RAMSAY

Investment Analyst
View Profile
JONATHAN RAMSAY

JONATHAN RAMSAY

Investment Analyst

Jonathan is part of our investment committee providing asset allocation and investment recommendations. He has more than twenty years experience in asset consulting and funds management in the UK and Australia.

Before working with Integro, Jonathan worked with a respected Australian research firm overseeing recommendations to all external clients on asset allocation, fund selection and portfolio construction. During that time he helped develop an innovative approach to evaluating and communicating expected returns and risk for asset classes, investment products and securities.

Jonathan has also been a senior consultant with a global asset consulting company, ran his own independent consultancy, served as chief investment officer for a hedge fund, and was head of investment strategy and risk at a boutique investment firm.

Jonathan holds a Bachelor of Arts from the University of East Anglia, England, with Joint Honours in French and Economics, and is an Associate of the Institute of Investment Management and Research. He is a sought-after commentator on investment matters.

Close XClose Profile
FIL ANDRONACO

FIL ANDRONACO

Investment Analyst
View Profile
FIL ANDRONACO

FIL ANDRONACO

Investment Analyst

Fil provides our investment committee with asset allocation and investment recommendations. His specialist expertise is based on considerable experience gained in the finance industry in the UK, Sydney and Perth.

Prior to working with Integro, Fil was as a senior asset and portfolio construction consultant at a respected Australian research firm. His clients ranged from boutique advice groups to large dealer groups and financial planners working through managed account platforms or multi-manager unit trusts, with assets of over $1 billion.

Fil earlier worked with a number of investment management firms in the UK, in roles covering portfolio implementation and portfolio analysis. He then joined a boutique funds management firm in Sydney as part of a four-person investment team managing around $1 billion in assets, covering Australian equities, listed property and fixed interest securities.

Fil holds a Bachelor of Mathematics and Finance (Honours) from the University of Wollongong and is a CFA charterholder. He is regularly requested to participate in industry events and provide commentary to the media.

Close XClose Profile
JONATHAN TOLUB

JONATHAN TOLUB

Investment Analyst
View Profile
JONATHAN TOLUB

JONATHAN TOLUB

Investment Analyst

Jonathan provides us with asset allocation and investment recommendations. His advice is backed by significant experience gained in New York, London, Sydney and Perth.

Prior to working with Integro, Jonathan was a senior asset consultant with a respected Australian research firm, supporting dealer groups and financial planners with asset allocation and manager selection advice. In this capacity, he was responsible for the management of more than $500 million of assets under advice.

Jonathan was previously a vice president with a specialist asset management group in New York, where his research covered more than 100 hedge funds in North America and Europe. This followed a number of years of trading experience in London and New York, culminating in a portfolio management role with a multinational banking and financial services group. His responsibilities included conducting research, executing trades, advising senior portfolio managers on strategies and the allocation of risk and capital, and testing new trading ideas.

Jonathan holds a Bachelor of Science degree (majoring in Finance) from Yeshiva University in New York. He has contributed to financial services publications including the Australian Financial Review’s ‘Asset’ magazine and The Australian.

Close XClose Profile
AMANDA KIRKPATRICK

AMANDA KIRKPATRICK

Client Service
View Profile
AMANDA KIRKPATRICK

AMANDA KIRKPATRICK

Client Service

Amanda and her husband moved to Perth from Belfast, Northern Ireland, in 2003. It was at that time she also began working in financial services, after many years in the hospitality and advertising industries. Further studies saw her complete Certificate IV in Financial Planning Support and Business. With that special combination of financial skills and customer service experience, Amanda is focusing on building lasting client relationships by delivering a constantly high standard of service.

Close XClose Profile
JUANITA DEERE

JUANITA DEERE

Client Service
View Profile
JUANITA DEERE

JUANITA DEERE

Client Service

Juanita began her career in the financial services industry in 1993, after completing a business college course focusing on office administration. After initially joining us as receptionist, she quickly demonstrated her keen interest and aptitude for customer relations and was soon appointed to her client service role. Juanita is dedicated to delivering a high standard of service and developing strong relationships with our clients, referral partners and platform providers.

Close XClose Profile
ADITYA DHARMA

ADITYA DHARMA

Private Wealth Associate Adviser
BSC, BBA, M. FIN., ADV. DIP. FP
View Profile
ADITYA DHARMA

ADITYA DHARMA

Private Wealth Associate Adviser
BSC, BBA, M. FIN., ADV. DIP. FP

Aditya graduated from Curtin University of Technology with a Bachelor’s degree in Science and Business Administration, and then continued his studies to gain a Master’s in Finance. He has since completed an Advanced Diploma in Financial Planning through Kaplan Professional. In his role, Aditya contributes a high level of technical assistance and support to our financial advisers.

Close XClose Profile
LEWIS WEGNER

LEWIS WEGNER

Private Wealth Associate Adviser
B.COMM (DIST.), DFP
View Profile
LEWIS WEGNER

LEWIS WEGNER

Private Wealth Associate Adviser
B.COMM (DIST.), DFP

Lewis came on board after graduating with a Bachelor of Commerce degree with Distinction, majoring in Economics and Finance. He has since gained his Diploma of Financial Planning with the Kaplan Institute and is working toward his Advanced Diploma. With his excellent academic record and past experience in client service, Lewis is providing valued support to our advisers.

Close XClose Profile
JASMIN SMITH

JASMIN SMITH

Client Service
B.BUS, DIP.FP
View Profile
JASMIN SMITH

JASMIN SMITH

Client Service
B.BUS, DIP.FP

Following her graduation from the University of New England with a Bachelor of Business, majoring in Applied Finance, Jasmin has been gaining broad experience in the financial services industry. She has also completed a Diploma of Financial Planning through the Kaplan Institute.

Working alongside our advisers, Jasmin applies her expertise to assist clients in achieving their goals, and is credited with providing a consistently high standard of service.

Close XClose Profile
NADA MATICEVIC

NADA MATICEVIC

Private Wealth Adviser
B.BUS CFP
View Profile
NADA MATICEVIC

NADA MATICEVIC

Private Wealth Adviser
B.BUS CFP

Nada’s advice is backed by a wealth of experience gained from more than two decades in the financial services industry. Previously a partner in her own practice, she built considerable knowledge by working in every department of that firm. Nada is dedicated to helping our clients develop, manage and protect their wealth by providing personalised strategic advice and wealth management solutions.

Nada graduated from Edith Cowan University with a Bachelor of Business degree, majoring in Economics and Finance, and also holds a Diploma of Financial Planning and is a Certified Financial Planner.

nada@integrowealth.com.au
Close XClose Profile
SHANE REAY

SHANE REAY

Private Wealth Adviser
BCOM FIN. HONS INV. ADFP
View Profile
SHANE REAY

SHANE REAY

Private Wealth Adviser
BCOM FIN. HONS INV. ADFP

Born and raised in South Africa, Shane studied at the University of Johannesburg, earning a Bachelor of Finance degree and an Honours degree in Investment Management. He then began his career in financial planning before moving to Perth and joining our advisory team. He has since completed an Advanced Diploma in Financial Planning through the Kaplan Institute.

Shane has a passion for helping clients to achieve their financial goals and enjoy peace of mind. He finds the most rewarding part of his role is developing an individually tailored strategy for each of his clients and then working closely with them to achieve a successful outcome.

shane@integrowealth.com.au
Close XClose Profile
RICK ADASZKO

RICK ADASZKO

Private Wealth Adviser
ADV.DIP.FP
View Profile
RICK ADASZKO

RICK ADASZKO

Private Wealth Adviser
ADV.DIP.FP

Rick has built a notable career in financial services since starting in the industry in 1994. He holds an Advanced Diploma of Financial Planning and is currently completing his Master’s in Financial Planning. He is committed to improving and protecting our clients’ lifestyles with high-quality financial advice.

Formerly with Westpac, Rick rose to the position of senior relationship manager before moving to an adviser role. Over the years he gained recognition for his innovative ideas and high service standards, receiving the Westpac CEO ‘Thinking Customer First Award’ and the ‘Continuous Improvement Award’.

rick@integrowealth.com.au
Close XClose Profile
JUSTIN GILMOUR

JUSTIN GILMOUR

Managing Director
B. BUS, DIP. FP, AFP, SSA
View Profile
JUSTIN GILMOUR

JUSTIN GILMOUR

Managing Director
B. BUS, DIP. FP, AFP, SSA

Justin founded Integro in 2003 and after six years re-launched the firm with an innovative business model that avoids investment-related commissions and asset-based fees. This approach has seen us grow into a widely respected consultancy managing over $400 million for more than 400 clients across Western Australia.

Many of the people and families we assist work in the corporate, small-business and professional sectors, particularly in fields such as pharmaceuticals. We have also attracted a significant number of rural clients from the ‘wheat belt’ of WA, reflecting Justin’s family origins in the state’s northern agricultural region, around farming towns such as Carnamah.

Given our clients are generally high net worth individuals and families, we have developed considerable expertise in designing complex investment strategies tailored around self-managed superannuation funds (SMSF).

Prior to founding the firm, Justin spent several years as a financial adviser with Westpac Financial Planning in Perth. His qualifications include a Bachelor of Business degree from Edith Cowan University and a Diploma of Financial Planning. He has also been accredited by the Self-Managed Superannuation Professionals Association of Australia (SPAA) as an SMSF Specialist Adviser.

Justin is a full member of SPAA and the Financial Planning Association (FPA), the leading industry body for Australia’s professional financial advisers. In 2012, the financial planning trade publication ‘Wealth Professional’ named him Australian Adviser of the Year, and in 2014 he was recognised by the prestigious ‘40under40’ awards program as one of Western Australia’s leading business entrepreneurs.

These awards are testament to Justin’s leadership skills, which drive the culture of our business based on integrity, respect, excellence and success.

Close XClose Profile
KAREN COOKE

KAREN COOKE

Operations Manager and Executive Assistant to Justin Gilmour
View Profile
KAREN COOKE

KAREN COOKE

Operations Manager and Executive Assistant to Justin Gilmour

A long-time member of our team, Karen has more than thirty years experience in financial services, including banking, accounting and financial planning. Her main focus is building lasting client relationships and ensuring we’re providing excellent service at all times, not only to our clients but to all our stakeholders.

karen@integrowealth.com.au
Close XClose Profile
JONATHAN RAMSAY

JONATHAN RAMSAY

Investment Analyst
View Profile
JONATHAN RAMSAY

JONATHAN RAMSAY

Investment Analyst

Jonathan is part of our investment committee providing asset allocation and investment recommendations. He has more than twenty years experience in asset consulting and funds management in the UK and Australia.

Before working with Integro, Jonathan worked with a respected Australian research firm overseeing recommendations to all external clients on asset allocation, fund selection and portfolio construction. During that time he helped develop an innovative approach to evaluating and communicating expected returns and risk for asset classes, investment products and securities.

Jonathan has also been a senior consultant with a global asset consulting company, ran his own independent consultancy, served as chief investment officer for a hedge fund, and was head of investment strategy and risk at a boutique investment firm.

Jonathan holds a Bachelor of Arts from the University of East Anglia, England, with Joint Honours in French and Economics, and is an Associate of the Institute of Investment Management and Research. He is a sought-after commentator on investment matters.

Close XClose Profile
FIL ANDRONACO

FIL ANDRONACO

Investment Analyst
View Profile
FIL ANDRONACO

FIL ANDRONACO

Investment Analyst

Fil provides our investment committee with asset allocation and investment recommendations. His specialist expertise is based on considerable experience gained in the finance industry in the UK, Sydney and Perth.

Prior to working with Integro, Fil was as a senior asset and portfolio construction consultant at a respected Australian research firm. His clients ranged from boutique advice groups to large dealer groups and financial planners working through managed account platforms or multi-manager unit trusts, with assets of over $1 billion.

Fil earlier worked with a number of investment management firms in the UK, in roles covering portfolio implementation and portfolio analysis. He then joined a boutique funds management firm in Sydney as part of a four-person investment team managing around $1 billion in assets, covering Australian equities, listed property and fixed interest securities.

Fil holds a Bachelor of Mathematics and Finance (Honours) from the University of Wollongong and is a CFA charterholder. He is regularly requested to participate in industry events and provide commentary to the media.

Close XClose Profile
JONATHAN TOLUB

JONATHAN TOLUB

Investment Analyst
View Profile
JONATHAN TOLUB

JONATHAN TOLUB

Investment Analyst

Jonathan provides us with asset allocation and investment recommendations. His advice is backed by significant experience gained in New York, London, Sydney and Perth.

Prior to working with Integro, Jonathan was a senior asset consultant with a respected Australian research firm, supporting dealer groups and financial planners with asset allocation and manager selection advice. In this capacity, he was responsible for the management of more than $500 million of assets under advice.

Jonathan was previously a vice president with a specialist asset management group in New York, where his research covered more than 100 hedge funds in North America and Europe. This followed a number of years of trading experience in London and New York, culminating in a portfolio management role with a multinational banking and financial services group. His responsibilities included conducting research, executing trades, advising senior portfolio managers on strategies and the allocation of risk and capital, and testing new trading ideas.

Jonathan holds a Bachelor of Science degree (majoring in Finance) from Yeshiva University in New York. He has contributed to financial services publications including the Australian Financial Review’s ‘Asset’ magazine and The Australian.

Close XClose Profile
AMANDA KIRKPATRICK

AMANDA KIRKPATRICK

Client Service
View Profile
AMANDA KIRKPATRICK

AMANDA KIRKPATRICK

Client Service

Amanda and her husband moved to Perth from Belfast, Northern Ireland, in 2003. It was at that time she also began working in financial services, after many years in the hospitality and advertising industries. Further studies saw her complete Certificate IV in Financial Planning Support and Business. With that special combination of financial skills and customer service experience, Amanda is focusing on building lasting client relationships by delivering a constantly high standard of service.

Close XClose Profile
JUANITA DEERE

JUANITA DEERE

Client Service
View Profile
JUANITA DEERE

JUANITA DEERE

Client Service

Juanita began her career in the financial services industry in 1993, after completing a business college course focusing on office administration. After initially joining us as receptionist, she quickly demonstrated her keen interest and aptitude for customer relations and was soon appointed to her client service role. Juanita is dedicated to delivering a high standard of service and developing strong relationships with our clients, referral partners and platform providers.

Close XClose Profile
ADITYA DHARMA

ADITYA DHARMA

Private Wealth Associate Adviser
BSC, BBA, M. FIN., ADV. DIP. FP
View Profile
ADITYA DHARMA

ADITYA DHARMA

Private Wealth Associate Adviser
BSC, BBA, M. FIN., ADV. DIP. FP

Aditya graduated from Curtin University of Technology with a Bachelor’s degree in Science and Business Administration, and then continued his studies to gain a Master’s in Finance. He has since completed an Advanced Diploma in Financial Planning through Kaplan Professional. In his role, Aditya contributes a high level of technical assistance and support to our financial advisers.

Close XClose Profile
LEWIS WEGNER

LEWIS WEGNER

Private Wealth Associate Adviser
B.COMM (DIST.), DFP
View Profile
LEWIS WEGNER

LEWIS WEGNER

Private Wealth Associate Adviser
B.COMM (DIST.), DFP

Lewis came on board after graduating with a Bachelor of Commerce degree with Distinction, majoring in Economics and Finance. He has since gained his Diploma of Financial Planning with the Kaplan Institute and is working toward his Advanced Diploma. With his excellent academic record and past experience in client service, Lewis is providing valued support to our advisers.

Close XClose Profile
JASMIN SMITH

JASMIN SMITH

Client Service
B.BUS, DIP.FP
View Profile
JASMIN SMITH

JASMIN SMITH

Client Service
B.BUS, DIP.FP

Following her graduation from the University of New England with a Bachelor of Business, majoring in Applied Finance, Jasmin has been gaining broad experience in the financial services industry. She has also completed a Diploma of Financial Planning through the Kaplan Institute.

Working alongside our advisers, Jasmin applies her expertise to assist clients in achieving their goals, and is credited with providing a consistently high standard of service.

Close XClose Profile

JOIN OUR TEAM

We are always looking for highly motivated, technically proficient people to join our team, whether in an advisory or support role.

Financial advice is a ‘people business’, so if you are a friendly and excellent communicator looking to build on your current career, or launch a new one, get in touch.

Fill in the form below and we’ll be in touch shortly.