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

JUSTIN GILMOUR

JUSTIN GILMOUR

Partner/Private Wealth Adviser
B. BUS, DIP. FP, AFP, SSA
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JUSTIN GILMOUR

JUSTIN GILMOUR

Partner/Private Wealth Adviser
B. BUS, DIP. FP, AFP, SSA

Justin founded Integro in 2003 and after six years re-launched the firm with an innovative business model. 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.

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TIM SULLIVAN

TIM SULLIVAN

Partner/Private Wealth Adviser
BEc, CFP, F FIN
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TIM SULLIVAN

TIM SULLIVAN

Partner/Private Wealth Adviser
BEc, CFP, F FIN

Tim has more than 20 years experience in Financial Services, from managing his own Financial Planning business to various senior leadership roles in banking, financial planning and funds management.

Tim holds a Bachelor of Economics from the University of Sydney, a Graduate Diploma in Applied Finance and a Diploma in Financial Planning.  Tim is a Certified Financial Planner (CFP) with the Financial Planning Association.

Tim has a client first attitude and a personal approach to understanding and prioritising the needs of our clients.  Tim is passionate about helping clients to achieve what is most important to them.

Tim has been a Director of Claremont Football Club since 2019 and sits on the Finance Committee for Tennis West.  He is also council member for the WA Chapter of FINSIA.

Mobile: 08 9388 8099 tim.sullivan@integrowealth.com.au
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KAREN COOKE

KAREN COOKE

Business Manager
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KAREN COOKE

KAREN COOKE

Business Manager

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
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NADA MATICEVIC

NADA MATICEVIC

Private Wealth Adviser
B.BUS CFP
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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
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BRYCE WILD

BRYCE WILD

Private Wealth Adviser
B.COMM. (HONS.), ADFP
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BRYCE WILD

BRYCE WILD

Private Wealth Adviser
B.COMM. (HONS.), ADFP

Originating from South Africa, Bryce has built a career in the financial services industry over a number of years. He holds a Bachelor of Commerce (Honours) degree from Rhodes University, while also having completed a Post Graduate Diploma in Financial Planning, an Advanced Diploma in Financial Planning and having earned Certified Financial Planner (CFP) status in South Africa.

Like many in the advice profession, Bryce began his career as a Paraplanner – learning the nuts-and-bolts of the process – before moving into client-facing advisory roles, first as a Private Wealth Manager and then as a Senior Financial Planner.

In his current role as a Private Wealth Adviser and in line with Integro’s philosophy, Bryce adopts a goals-based approach, helping his clients first understand, then land on their lifestyle and financial ambitions, which he ensures they achieve by actively servicing them on an ongoing basis.

According to Bryce, the most satisfying part of being an adviser is seeing his clients achieve their goals and living the best version of life that they can.

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MATHEW HANLON

MATHEW HANLON

Private Wealth Adviser
GRAD DIP. FP, ADV DIP. FP
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MATHEW HANLON

MATHEW HANLON

Private Wealth Adviser
GRAD DIP. FP, ADV DIP. FP

Mathew is a born and raised West Australian who has over 20 years’ experience in the financial services industry.

Mathew commenced his career as a Corporate Superannuation adviser with one of Australia’s largest financial institutions, progressing to Risk & Business Succession advisory role working predominantly with business owners before becoming a Senior Financial Adviser within the bank’s specialist health business banking division.

Initially having completed the Advanced Diploma of Financial Planning in 2009, Mathew completed his Post Graduate Financial Planning degree in 2018.

Mathew enjoys working closely with clients and believes that gaining a detailed understanding of their personal objectives and financial goals is the foundation of all good advice, while also fostering long term relationships to deliver the best outcomes for clients as their needs and circumstances change over time

Mobile: 08 9388 8099 mathew.hanlon@integrowealth.com.au
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CAUE RODRIGUES

CAUE RODRIGUES

Private Wealth Adviser
DIP. FP, MPA, B.BUS
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CAUE RODRIGUES

CAUE RODRIGUES

Private Wealth Adviser
DIP. FP, MPA, B.BUS

Caue was born and raised in Brazil, he has a Bachelor of Business Administration Degree from the University of Sao Paulo.

Caue started his career working as Junior Financial Analyst for a major investment bank and rapidly advanced his position to Financial Supervisor.  Having worked for international companies such as Mercedes-Benz bank and as Senior Financial Analyst for the Bank Itau BBA, one of the leading listed banks in Brazil.

Caue moved to Perth in 2014 and completed his Master’s degree of Professional Accounting in 2017, a Diploma in Financial Planning in 2018 and an RG146 in SMSF and Margin Lending in 2020 and has worked as a Stockbroker and Financial Adviser in Perth since 2017 with vast experience in the financial services industry.

Caue is exceptionally supportive of his clients and is passionate with helping them to achieve their personal and retirement goals by providing relevant and tailored advice.

Mobile: 08 9388 8099 caue.rodrigues@integrowealth.com.au
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NOREEN LES

NOREEN LES

Private Wealth Adviser
GRAD DIP FP
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NOREEN LES

NOREEN LES

Private Wealth Adviser
GRAD DIP FP

Noreen has worked in financial services for 30 years across financial advice and senior roles within superannuation administration, paraplanning and compliance.

With a Graduate Diploma in Financial Planning, Noreen’s in-depth knowledge and technical expertise is highly regarded in the industry.

With a holistic approach to financial advice and being passionate about really getting to know her clients to fully understand their needs and the goals they want to achieve.

Noreen volunteered as a Treasurer for Albany Primary School and now for the Albany Senior High School for the past 13 years and believes that all children should have access to healthy food.

Noreen is also a volunteer member of the Albany Surf Life Saving Club.

Mobile: 08 93888099 noreen.les@integrowealth.com.au
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BRYN EVANS

BRYN EVANS

Provisional Financial Adviser
B.COMM
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BRYN EVANS

BRYN EVANS

Provisional Financial Adviser
B.COMM

Bryn began his career in the financial services industry in 2012 while studying Economics and Finance at the University of Western Australia. He has since gained broad experience working in both Perth and London. Bryn is committed to continuing his education and is currently completing a Graduate Diploma of Financial Planning through the Kaplan Institute. Leveraging his knowledge, experience and passion for personal finance, Bryn works alongside our advisers to deliver a high standard of service to our clients.

Mobile: 0893888099 bryn@integrowealth.com.au
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JONATHAN RAMSAY

JONATHAN RAMSAY

Investment Analyst
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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.

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FIL ANDRONACO

FIL ANDRONACO

Investment Analyst
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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.

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JONATHAN TOLUB

JONATHAN TOLUB

Investment Analyst
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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.

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LUI GIULIANI

LUI GIULIANI

Advisory Board
B.BUS. CA
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LUI GIULIANI

LUI GIULIANI

Advisory Board
B.BUS. CA

Lui is managing director of the boutique private equity and corporate advisory firm Aspire Capital Partners. He has more than thirty years of business experience, gained through his professional chartered accounting roles and ownership of various businesses.

Prior to co-founding Aspire Capital, Lui had a twenty-year career at Ernst & Young and was a partner for more than seven years. As leader of their Strategic Markets Group in the Perth office he assisted emerging and large private companies with strategic business advice and corporate structuring. In addition, Lui has the benefit of more than twelve years’ experience in advising major corporates such as Wesfarmers Ltd (including Bunnings Group), Foodland Associated Ltd, RAC of WA, Alcoa, and Home Building Society.

Lui has director and board advisory roles with Georgiou Group, CDM Australia, CMTG Group, J & R Business Management, and was a previous director with Football West. He is also chairman of Austral Fisheries Pty Ltd, a member of the Japanese-based global Maruha Nichiro group, and has previously held advisory roles with Intercon Millar Logistics, Realmark, and Emission Assessments.

Lui is a member of the Institute of Chartered Accountants of Australia, holds a Bachelor of Business degree from Curtin University, and completed a Strategic Management course at the Macquarie Graduate School of Management.

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MATTHEW MCNEILLY

MATTHEW MCNEILLY

Advisory Board
MBA. B.COM. MAICD
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MATTHEW MCNEILLY

MATTHEW MCNEILLY

Advisory Board
MBA. B.COM. MAICD

Matthew is the principal and managing director of Sirona Capital, a leading real estate funds management and advisory firm. His responsibilities include the ideation and origination of all real estate opportunities, managing strategic capital partnerships, and overseeing the performance of Sirona’s real estate business, investments and funds.

Matthew has worked in Australia and overseas with institutions, governments, banks, corporations and family offices, building more than thirty years of experience in real estate acquisition, divestment, development and finance.

Prior to co-founding Sirona in 2010, Matthew spent fifteen years in real estate investment banking, including establishing the Perth office of the Australian investment house Grant Samuel. He is presently Chair of Council at Christ Church Grammar School.

Matthew holds a Bachelor of Commerce degree from the University of Western Australia, a Master of Business Administration from London Business School, and is a member of the Australian Institute of Company Directors.

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POOJA NATHOO

POOJA NATHOO

Senior Paraplanner
B.EC. MFP
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POOJA NATHOO

POOJA NATHOO

Senior Paraplanner
B.EC. MFP

Prior to joining our team, Pooja had been working in the financial services industry for more than ten years, predominantly in technical roles with boutique financial planning firms. She holds a Bachelor of Economics and Banking and a Masters in Financial Planning. Pooja’s responsibilities include the preparation, research and development of strategies for our clients, and mentoring team members.

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JUANITA DEERE

JUANITA DEERE

Client Service
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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.

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JASMIN CAVANAGH

JASMIN CAVANAGH

Client Service
B.BUS, DIP.FP
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JASMIN CAVANAGH

JASMIN CAVANAGH

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.

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JUSTIN GILMOUR

JUSTIN GILMOUR

Partner/Private Wealth Adviser
B. BUS, DIP. FP, AFP, SSA
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JUSTIN GILMOUR

JUSTIN GILMOUR

Partner/Private Wealth Adviser
B. BUS, DIP. FP, AFP, SSA

Justin founded Integro in 2003 and after six years re-launched the firm with an innovative business model. 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.

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TIM SULLIVAN

TIM SULLIVAN

Partner/Private Wealth Adviser
BEc, CFP, F FIN
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TIM SULLIVAN

TIM SULLIVAN

Partner/Private Wealth Adviser
BEc, CFP, F FIN

Tim has more than 20 years experience in Financial Services, from managing his own Financial Planning business to various senior leadership roles in banking, financial planning and funds management.

Tim holds a Bachelor of Economics from the University of Sydney, a Graduate Diploma in Applied Finance and a Diploma in Financial Planning.  Tim is a Certified Financial Planner (CFP) with the Financial Planning Association.

Tim has a client first attitude and a personal approach to understanding and prioritising the needs of our clients.  Tim is passionate about helping clients to achieve what is most important to them.

Tim has been a Director of Claremont Football Club since 2019 and sits on the Finance Committee for Tennis West.  He is also council member for the WA Chapter of FINSIA.

Mobile: 08 9388 8099 tim.sullivan@integrowealth.com.au
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KAREN COOKE

KAREN COOKE

Business Manager
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KAREN COOKE

KAREN COOKE

Business Manager

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
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NADA MATICEVIC

NADA MATICEVIC

Private Wealth Adviser
B.BUS CFP
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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
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BRYCE WILD

BRYCE WILD

Private Wealth Adviser
B.COMM. (HONS.), ADFP
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BRYCE WILD

BRYCE WILD

Private Wealth Adviser
B.COMM. (HONS.), ADFP

Originating from South Africa, Bryce has built a career in the financial services industry over a number of years. He holds a Bachelor of Commerce (Honours) degree from Rhodes University, while also having completed a Post Graduate Diploma in Financial Planning, an Advanced Diploma in Financial Planning and having earned Certified Financial Planner (CFP) status in South Africa.

Like many in the advice profession, Bryce began his career as a Paraplanner – learning the nuts-and-bolts of the process – before moving into client-facing advisory roles, first as a Private Wealth Manager and then as a Senior Financial Planner.

In his current role as a Private Wealth Adviser and in line with Integro’s philosophy, Bryce adopts a goals-based approach, helping his clients first understand, then land on their lifestyle and financial ambitions, which he ensures they achieve by actively servicing them on an ongoing basis.

According to Bryce, the most satisfying part of being an adviser is seeing his clients achieve their goals and living the best version of life that they can.

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MATHEW HANLON

MATHEW HANLON

Private Wealth Adviser
GRAD DIP. FP, ADV DIP. FP
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MATHEW HANLON

MATHEW HANLON

Private Wealth Adviser
GRAD DIP. FP, ADV DIP. FP

Mathew is a born and raised West Australian who has over 20 years’ experience in the financial services industry.

Mathew commenced his career as a Corporate Superannuation adviser with one of Australia’s largest financial institutions, progressing to Risk & Business Succession advisory role working predominantly with business owners before becoming a Senior Financial Adviser within the bank’s specialist health business banking division.

Initially having completed the Advanced Diploma of Financial Planning in 2009, Mathew completed his Post Graduate Financial Planning degree in 2018.

Mathew enjoys working closely with clients and believes that gaining a detailed understanding of their personal objectives and financial goals is the foundation of all good advice, while also fostering long term relationships to deliver the best outcomes for clients as their needs and circumstances change over time

Mobile: 08 9388 8099 mathew.hanlon@integrowealth.com.au
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CAUE RODRIGUES

CAUE RODRIGUES

Private Wealth Adviser
DIP. FP, MPA, B.BUS
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CAUE RODRIGUES

CAUE RODRIGUES

Private Wealth Adviser
DIP. FP, MPA, B.BUS

Caue was born and raised in Brazil, he has a Bachelor of Business Administration Degree from the University of Sao Paulo.

Caue started his career working as Junior Financial Analyst for a major investment bank and rapidly advanced his position to Financial Supervisor.  Having worked for international companies such as Mercedes-Benz bank and as Senior Financial Analyst for the Bank Itau BBA, one of the leading listed banks in Brazil.

Caue moved to Perth in 2014 and completed his Master’s degree of Professional Accounting in 2017, a Diploma in Financial Planning in 2018 and an RG146 in SMSF and Margin Lending in 2020 and has worked as a Stockbroker and Financial Adviser in Perth since 2017 with vast experience in the financial services industry.

Caue is exceptionally supportive of his clients and is passionate with helping them to achieve their personal and retirement goals by providing relevant and tailored advice.

Mobile: 08 9388 8099 caue.rodrigues@integrowealth.com.au
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NOREEN LES

NOREEN LES

Private Wealth Adviser
GRAD DIP FP
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NOREEN LES

NOREEN LES

Private Wealth Adviser
GRAD DIP FP

Noreen has worked in financial services for 30 years across financial advice and senior roles within superannuation administration, paraplanning and compliance.

With a Graduate Diploma in Financial Planning, Noreen’s in-depth knowledge and technical expertise is highly regarded in the industry.

With a holistic approach to financial advice and being passionate about really getting to know her clients to fully understand their needs and the goals they want to achieve.

Noreen volunteered as a Treasurer for Albany Primary School and now for the Albany Senior High School for the past 13 years and believes that all children should have access to healthy food.

Noreen is also a volunteer member of the Albany Surf Life Saving Club.

Mobile: 08 93888099 noreen.les@integrowealth.com.au
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BRYN EVANS

BRYN EVANS

Provisional Financial Adviser
B.COMM
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BRYN EVANS

BRYN EVANS

Provisional Financial Adviser
B.COMM

Bryn began his career in the financial services industry in 2012 while studying Economics and Finance at the University of Western Australia. He has since gained broad experience working in both Perth and London. Bryn is committed to continuing his education and is currently completing a Graduate Diploma of Financial Planning through the Kaplan Institute. Leveraging his knowledge, experience and passion for personal finance, Bryn works alongside our advisers to deliver a high standard of service to our clients.

Mobile: 0893888099 bryn@integrowealth.com.au
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JONATHAN RAMSAY

JONATHAN RAMSAY

Investment Analyst
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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.

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FIL ANDRONACO

FIL ANDRONACO

Investment Analyst
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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.

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JONATHAN TOLUB

JONATHAN TOLUB

Investment Analyst
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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.

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LUI GIULIANI

LUI GIULIANI

Advisory Board
B.BUS. CA
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LUI GIULIANI

LUI GIULIANI

Advisory Board
B.BUS. CA

Lui is managing director of the boutique private equity and corporate advisory firm Aspire Capital Partners. He has more than thirty years of business experience, gained through his professional chartered accounting roles and ownership of various businesses.

Prior to co-founding Aspire Capital, Lui had a twenty-year career at Ernst & Young and was a partner for more than seven years. As leader of their Strategic Markets Group in the Perth office he assisted emerging and large private companies with strategic business advice and corporate structuring. In addition, Lui has the benefit of more than twelve years’ experience in advising major corporates such as Wesfarmers Ltd (including Bunnings Group), Foodland Associated Ltd, RAC of WA, Alcoa, and Home Building Society.

Lui has director and board advisory roles with Georgiou Group, CDM Australia, CMTG Group, J & R Business Management, and was a previous director with Football West. He is also chairman of Austral Fisheries Pty Ltd, a member of the Japanese-based global Maruha Nichiro group, and has previously held advisory roles with Intercon Millar Logistics, Realmark, and Emission Assessments.

Lui is a member of the Institute of Chartered Accountants of Australia, holds a Bachelor of Business degree from Curtin University, and completed a Strategic Management course at the Macquarie Graduate School of Management.

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MATTHEW MCNEILLY

MATTHEW MCNEILLY

Advisory Board
MBA. B.COM. MAICD
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MATTHEW MCNEILLY

MATTHEW MCNEILLY

Advisory Board
MBA. B.COM. MAICD

Matthew is the principal and managing director of Sirona Capital, a leading real estate funds management and advisory firm. His responsibilities include the ideation and origination of all real estate opportunities, managing strategic capital partnerships, and overseeing the performance of Sirona’s real estate business, investments and funds.

Matthew has worked in Australia and overseas with institutions, governments, banks, corporations and family offices, building more than thirty years of experience in real estate acquisition, divestment, development and finance.

Prior to co-founding Sirona in 2010, Matthew spent fifteen years in real estate investment banking, including establishing the Perth office of the Australian investment house Grant Samuel. He is presently Chair of Council at Christ Church Grammar School.

Matthew holds a Bachelor of Commerce degree from the University of Western Australia, a Master of Business Administration from London Business School, and is a member of the Australian Institute of Company Directors.

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POOJA NATHOO

POOJA NATHOO

Senior Paraplanner
B.EC. MFP
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POOJA NATHOO

POOJA NATHOO

Senior Paraplanner
B.EC. MFP

Prior to joining our team, Pooja had been working in the financial services industry for more than ten years, predominantly in technical roles with boutique financial planning firms. She holds a Bachelor of Economics and Banking and a Masters in Financial Planning. Pooja’s responsibilities include the preparation, research and development of strategies for our clients, and mentoring team members.

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JUANITA DEERE

JUANITA DEERE

Client Service
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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.

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JASMIN CAVANAGH

JASMIN CAVANAGH

Client Service
B.BUS, DIP.FP
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JASMIN CAVANAGH

JASMIN CAVANAGH

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.

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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.

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