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.

With over 25 years of experience across a range of industries, Claire brings expertise in people and culture, professional services and management consultancy. Her career began in accounting and finance, followed by human resources management roles at Coco-Cola and Sony Music in Sydney, before moving into management consulting and more recently people and culture in the legal profession.

Claire holds a Bachelor of Business in Accounting and Finance from Edith Cowan University and a Master of Business Administration from the University of Technology Sydney.

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.

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.

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 has completed 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.

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.

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.

Adam’s journey in the financial services sector began in 2014 following completion of a Bachelor of Commerce with a major in Property and a Master of Financial Planning from Curtin University, WA.

With his almost 10 years of experience as an Adviser, Adam’s approach to financial planning is client-centric, focusing on empowering clients by helping them take control of their financial future. Adam believes in working collaboratively with his clients to uncover their financial and lifestyle goals, taking joint responsibility in ensuring these goals are achieved over time. Adam’s passion for financial planning is driven by the satisfaction of seeing his clients achieve their dreams and secure their financial independence.

Magda has over 20 years’ experience in Accounting and is the Director of the Superannuation Division (SMSF Specialist) at AMD Chartered Accountants.

Magda is responsible for the compliance requirements of self managed superannuation funds (SMSF), provision of technical and strategic advice to SMSF members and team management. She is currently responsible for the administration of approximately 300 SMSFs.

Magda is also focused on providing solutions and advice in financial planning and risk insurance.

Magda obtained her Bachelor of Accountancy in 1999 from CEUMA in Brazil prior to moving to Australia and undertaking further studies. Magda obtained her Bachelor of Business in 2006 from Edith Cowan University and her Diploma in Financial Planning in 2016 from Mentor Education.

Corinne brings over 35 years of experience in the finance industry with advanced skills in compliance, office operations, and human resources management.

Throughout her career, she has excelled in ensuring regulatory compliance, streamlining office operations, and fostering a positive and productive work environment through effective HR practices.

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.

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.

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.

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.

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.

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.