Integral Private Wealth: Detailed Company Information & Corporate Profile

Contact top employees from Integral Private Wealth

Summary

The business currently specializes in Financial Services area. The company has 10-50 employees. Register with SignalHire to connect with Integral Private Wealth employees and management.

Integral Private Wealth Websiteintegralprivatewealth.com.au
Social Links
linkedIn
Phone Number1300 468 694
Industries
Integral Private Wealth Headquarters addressLevel 10, Sydney, New South Wales, 2000 AU
Company Size10-50 employees
SpecialtiesWealth Management, Financial Advisory, Strategy, Risk Management, Superannuation Strategies, Tax Planning, Investment Management, Fintech, Asset Allocation, Economic Insight, Strategic Financial Planning, Estate Planning, Tax Financial Advisory
Founded2015
Estimated Annual Revenue$1 - 10M
Updated:2026-07-20

Workforce Turnover

Number of employees switched from or switched to

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Total employee turnover

Departmental sample breakdown

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Turnover activity captured in SignalHire's departmental sample ( employees):

Length of Employment

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Integral Private Wealth's workforce includes employees across a wide range of tenure levels.

14% have been with the company for 3 to 4 years43% have been with the company for 5 to 7 years29% have been with the company for 8 to 10 years14% have been with the company for more than 11 years

Former Employees: Role Changes

Role at Former Company
Role at New Company
Contact top employees from Integral Private Wealth
Jo Omanski
Jo OmanskiAdviser Associate
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David Armour
David ArmourPrincipal Advisor
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Marc Smith
Marc SmithDirector & Principal Advisor
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Dan Friend
Dan FriendPrincipal Advisor
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Josh Williams
Josh WilliamsAssociate Adviser (AR Reg.)
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Brodie Hill
Brodie HillFinancial Advisor
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Kirsten Lynn
Kirsten LynnSenior Financial Adviser
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David Simon
David SimonExecutive Chair and Principal Advisor
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Daniel Fochesato
Daniel FochesatoPrincipal Adviser
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Philip Shao
Philip ShaoSenior Paraplanner
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Khiara Shepherd
Khiara ShepherdClient Services Associate
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Integral Private Wealth Corporate Information: FAQ

Integral Private Wealth operates in the Finance industries. More details can be found on the official website: integralprivatewealth.com.au.
Integral Private Wealth has offices located in Sydney, AU.
The headquarters of Integral Private Wealth are located in Sydney, Australia.
You can contact Integral Private Wealth by phone at 1300 468 694.
Integral Private Wealth currently employs 10-50 people.

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