About Me

David Simon, Principal Advisor at Integral Private Wealth, is one of Australia's foremost financial advisers, with a distinguished career spanning nearly 15 years at Westpac Group. Before founding Integral Private Wealth on 2016, he managed one of the largest practices within Westpac Private Bank. David is dedicated to enhancing the financial literacy of Australians and is a regular media contributor, including a column in the nationwide 'Body and Soul' Sunday publication. He has been consistently recognised as one of Australia's top financial advisers by Barron's in 'The Australian' newspaper from 2018 to 2023 and is also listed among the 50 most influential advisers by 'Financial Standard'. David is available directly via telephone at 1300 468 694 or email at info@integralprivatewealth.com.au.

Areas of Focus

  • Aged care
  • Cashflow management
  • Divorce
  • Employment changes
  • Estate planning
  • Investments
  • Retirement
  • SME advice
  • SMSF
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 24 Years
  • Licensed By
    Licensed By Sira Group Pty Ltd
CERTIFIED FINANCIAL PLANNER®