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
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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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JUSTIN GILMOUR

JUSTIN GILMOUR

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

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STEVEN PARRY

STEVEN PARRY

General Manager
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STEVEN PARRY

STEVEN PARRY

General Manager

As Integro general manager Steven is charged with bringing the many strands of the business together into a seamless operation.

And it’s a challenge that perfectly matches his skills and career background. Steven – who has served in senior managerial positions across accounting and financial planning over more than two decades – has developed a reputation for being an outstanding connector of professional businesses and individuals.

His focus on linking up the right individuals and businesses to a common purpose is the key to building a team of like-minded members all dedicated to going ‘above and beyond’ for their clients.

Before joining Integro, Steven held a senior role with the BT investment platform business with responsibility for Queensland and WA. Previously, he served in other top-level positions including general manager of a chartered accounting firm, and alliance partner manager with an institutional financial advice business.

The wide-ranging career has seen Steven build a unique skill-set covering business development, financial services sales, project implementation, operations, leadership and governance.

steven@integrowealth.com.au
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KAREN COOKE

KAREN COOKE

Operations Manager and Executive Assistant to Justin Gilmour
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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
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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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CLARE HENVILLE

CLARE HENVILLE

HR Manager
B.COM
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CLARE HENVILLE

CLARE HENVILLE

HR Manager
B.COM

After completing a Bachelor of Commerce at the University of Western Australia, majoring in Human Resource Management and Marketing, Clare spent more than ten years working in marketing consulting and HR roles with a variety of professional services firms. Since joining us in 2018 she has devoted her time as HR Manager to helping our firm grow through the attraction, development and retention of high-calibre staff. With such dedicated support, our advisory team can focus on delivering the best results for our clients.

clare@integrowealth.com.au
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NICK HARMER

NICK HARMER

Private Wealth Adviser
B.ECON, CFP, ADFP
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NICK HARMER

NICK HARMER

Private Wealth Adviser
B.ECON, CFP, ADFP

Nick commenced in the financial services industry over 13 years ago.  After completing the rigorous educational and training requirements, he became a Financial Adviser. He worked at a Perth based advisory firm prior to joining Integro in 2020.

He holds the prestigious Certified Financial Planner (CFP) designation – the leading global professional mark for financial advisers – as well as a Diploma of Financial Services and a Bachelor of Economics earned at the University of WA.

Nick has deep insight into the technical complexities of the financial advice process. He enjoys working directly with clients, helping them achieve their goals and has a particular passion for his specialist areas of personal wealth, retirement and life insurance.

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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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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 period of 8 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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MELISSA ORMSBY

MELISSA ORMSBY

Technical Team Leader
DIP.FP
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MELISSA ORMSBY

MELISSA ORMSBY

Technical Team Leader
DIP.FP

Melissa has more than twenty years of experience in the financial services industry, ranging from corporate banking, client services and administration through to advising and paraplanning. She holds a Diploma in Financial Services (Financial Planning). After living in Sydney and North Queensland over the years, Melissa has settled back into her home town of Perth. She heads up our technical team, whose role is to assist our advisers in formulating strategies to achieve our clients’ objectives.

melissa@integrowealth.com.au
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AUSTIN GOW

AUSTIN GOW

Associate
B.SC
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AUSTIN GOW

AUSTIN GOW

Associate
B.SC

Coming from a background in geology, Austin’s keen interest in finance led him to pursue a career change. Along the way he has been working towards a Masters in Finance at Curtin University as well as a Graduate Diploma of Financial Planning through the Kaplan Institute. As our graduate, Austin is learning quickly alongside our technical team and developing valuable skills. With his analytical background and keen awareness of the importance of building strong relationships, he has added to the capabilities our advisory team.

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NINA DALCHOW

NINA DALCHOW

Client Experience Administrator
B.BUS, DIP.BUS
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NINA DALCHOW

NINA DALCHOW

Client Experience Administrator
B.BUS, DIP.BUS

Nina is a key point of contact between Integro clients and the wider business.

With her background in customer-facing roles and academic grounding in finance, Nina has the ideal qualities to ensure clients receive the high-level of service Integro is renowned for.

She earned a Bachelor of Business, majoring in accounting and finance, at the Edith Cowan University in 2018, while also entering the financial services workforce in several experience roles prior to completing her studies. During that period, Nina held internships in corporate finance, auditing, tax and financial planning.

While she has ambitions to progress further in financial planning, Nina is passionate about building and strengthening client relationships by ensuring a smooth service experience for Integro clients and their families.

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BRYN EVANS

BRYN EVANS

Associate
B.COMM
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BRYN EVANS

BRYN EVANS

Associate
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.

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AMANDA KIRKPATRICK

AMANDA KIRKPATRICK

Client Service - Team Leader
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AMANDA KIRKPATRICK

AMANDA KIRKPATRICK

Client Service - Team Leader

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.

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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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NICK SHAH

NICK SHAH

Associate
B.COM, DIP.FP, ADVDIP.FP
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NICK SHAH

NICK SHAH

Associate
B.COM, DIP.FP, ADVDIP.FP

With a five-year career in financial services already under his belt, Nick joined Integro as a Senior Associate in 2020.

Nick provides support to private wealth advisers to help clients implement financial strategies and assist them achieve the financial goals and meet their aspirations.

Aside from his industry experience, he holds both the Diploma and Advanced Diploma in Financial Planning as well as a Bachelor of Commerce (Banking and Finance) from Curtin University.

Outside of work, he spends much of his time playing cricket. Having competed at a high level, he finds the focus and dedication required of his training flows through to his work to help ensure his clients obtain the best possible outcome amid all kinds of challenging conditions.

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JASMIN SMITH

JASMIN SMITH

Client Service
B.BUS, DIP.FP
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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.

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KATE MOODY

KATE MOODY

Client Service
DIP.FP
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KATE MOODY

KATE MOODY

Client Service
DIP.FP

After starting out in hospitality, Kate moved from Perth to Melbourne in 2009 and began her career in the financial services industry, working with a family-owned accounting and financial planning practice. Since returning home she has gained further experience in the industry and has also completed a Diploma in Financial Planning. With her broad knowledge of finance and practical understanding of customer service, Kate is dedicated to building strong relationships with our clients and providing them with a high level of support.

kate@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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JUSTIN GILMOUR

JUSTIN GILMOUR

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

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STEVEN PARRY

STEVEN PARRY

General Manager
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STEVEN PARRY

STEVEN PARRY

General Manager

As Integro general manager Steven is charged with bringing the many strands of the business together into a seamless operation.

And it’s a challenge that perfectly matches his skills and career background. Steven – who has served in senior managerial positions across accounting and financial planning over more than two decades – has developed a reputation for being an outstanding connector of professional businesses and individuals.

His focus on linking up the right individuals and businesses to a common purpose is the key to building a team of like-minded members all dedicated to going ‘above and beyond’ for their clients.

Before joining Integro, Steven held a senior role with the BT investment platform business with responsibility for Queensland and WA. Previously, he served in other top-level positions including general manager of a chartered accounting firm, and alliance partner manager with an institutional financial advice business.

The wide-ranging career has seen Steven build a unique skill-set covering business development, financial services sales, project implementation, operations, leadership and governance.

steven@integrowealth.com.au
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KAREN COOKE

KAREN COOKE

Operations Manager and Executive Assistant to Justin Gilmour
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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
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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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CLARE HENVILLE

CLARE HENVILLE

HR Manager
B.COM
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CLARE HENVILLE

CLARE HENVILLE

HR Manager
B.COM

After completing a Bachelor of Commerce at the University of Western Australia, majoring in Human Resource Management and Marketing, Clare spent more than ten years working in marketing consulting and HR roles with a variety of professional services firms. Since joining us in 2018 she has devoted her time as HR Manager to helping our firm grow through the attraction, development and retention of high-calibre staff. With such dedicated support, our advisory team can focus on delivering the best results for our clients.

clare@integrowealth.com.au
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NICK HARMER

NICK HARMER

Private Wealth Adviser
B.ECON, CFP, ADFP
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NICK HARMER

NICK HARMER

Private Wealth Adviser
B.ECON, CFP, ADFP

Nick commenced in the financial services industry over 13 years ago.  After completing the rigorous educational and training requirements, he became a Financial Adviser. He worked at a Perth based advisory firm prior to joining Integro in 2020.

He holds the prestigious Certified Financial Planner (CFP) designation – the leading global professional mark for financial advisers – as well as a Diploma of Financial Services and a Bachelor of Economics earned at the University of WA.

Nick has deep insight into the technical complexities of the financial advice process. He enjoys working directly with clients, helping them achieve their goals and has a particular passion for his specialist areas of personal wealth, retirement and life insurance.

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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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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 period of 8 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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MELISSA ORMSBY

MELISSA ORMSBY

Technical Team Leader
DIP.FP
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MELISSA ORMSBY

MELISSA ORMSBY

Technical Team Leader
DIP.FP

Melissa has more than twenty years of experience in the financial services industry, ranging from corporate banking, client services and administration through to advising and paraplanning. She holds a Diploma in Financial Services (Financial Planning). After living in Sydney and North Queensland over the years, Melissa has settled back into her home town of Perth. She heads up our technical team, whose role is to assist our advisers in formulating strategies to achieve our clients’ objectives.

melissa@integrowealth.com.au
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AUSTIN GOW

AUSTIN GOW

Associate
B.SC
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AUSTIN GOW

AUSTIN GOW

Associate
B.SC

Coming from a background in geology, Austin’s keen interest in finance led him to pursue a career change. Along the way he has been working towards a Masters in Finance at Curtin University as well as a Graduate Diploma of Financial Planning through the Kaplan Institute. As our graduate, Austin is learning quickly alongside our technical team and developing valuable skills. With his analytical background and keen awareness of the importance of building strong relationships, he has added to the capabilities our advisory team.

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NINA DALCHOW

NINA DALCHOW

Client Experience Administrator
B.BUS, DIP.BUS
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NINA DALCHOW

NINA DALCHOW

Client Experience Administrator
B.BUS, DIP.BUS

Nina is a key point of contact between Integro clients and the wider business.

With her background in customer-facing roles and academic grounding in finance, Nina has the ideal qualities to ensure clients receive the high-level of service Integro is renowned for.

She earned a Bachelor of Business, majoring in accounting and finance, at the Edith Cowan University in 2018, while also entering the financial services workforce in several experience roles prior to completing her studies. During that period, Nina held internships in corporate finance, auditing, tax and financial planning.

While she has ambitions to progress further in financial planning, Nina is passionate about building and strengthening client relationships by ensuring a smooth service experience for Integro clients and their families.

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BRYN EVANS

BRYN EVANS

Associate
B.COMM
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BRYN EVANS

BRYN EVANS

Associate
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.

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AMANDA KIRKPATRICK

AMANDA KIRKPATRICK

Client Service - Team Leader
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AMANDA KIRKPATRICK

AMANDA KIRKPATRICK

Client Service - Team Leader

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.

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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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NICK SHAH

NICK SHAH

Associate
B.COM, DIP.FP, ADVDIP.FP
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NICK SHAH

NICK SHAH

Associate
B.COM, DIP.FP, ADVDIP.FP

With a five-year career in financial services already under his belt, Nick joined Integro as a Senior Associate in 2020.

Nick provides support to private wealth advisers to help clients implement financial strategies and assist them achieve the financial goals and meet their aspirations.

Aside from his industry experience, he holds both the Diploma and Advanced Diploma in Financial Planning as well as a Bachelor of Commerce (Banking and Finance) from Curtin University.

Outside of work, he spends much of his time playing cricket. Having competed at a high level, he finds the focus and dedication required of his training flows through to his work to help ensure his clients obtain the best possible outcome amid all kinds of challenging conditions.

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JASMIN SMITH

JASMIN SMITH

Client Service
B.BUS, DIP.FP
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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.

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KATE MOODY

KATE MOODY

Client Service
DIP.FP
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KATE MOODY

KATE MOODY

Client Service
DIP.FP

After starting out in hospitality, Kate moved from Perth to Melbourne in 2009 and began her career in the financial services industry, working with a family-owned accounting and financial planning practice. Since returning home she has gained further experience in the industry and has also completed a Diploma in Financial Planning. With her broad knowledge of finance and practical understanding of customer service, Kate is dedicated to building strong relationships with our clients and providing them with a high level of support.

kate@integrowealth.com.au
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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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