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The private wealth firm has partnered with accounting firm AMD Chartered Accountants to expand its services across regional Western Australia.
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Integro Private Wealth boosts regional WA presence with partnership
20 March 2024
•
10 minute read
Western Australian firm Integro Private Wealth has partnered with AMD Chartered Accountants to provide residents in regional Western Australia with greater access to financial advice.
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Through the partnership, AMD’s clients will be able to access financial advice across their regional offices in key areas such as Mandurah, Bunbury, Geraldton and Margaret River.
For Integro, this will allow its clients to access accounting services throughout regional Western Australia.
Integro Private Wealth managing partner, Justin Gilmour, said the partnership is designed to broaden access to financial advice throughout regional parts of the state.
“Through this partnership, AMD’s client base of over 3000 people will have better access to advice in their local area, allowing them to seek a more diverse range of global investment opportunities, which are difficult to obtain through a local private practice,” Gilmour said.
AMD Chartered Accountants director, Shane Kaurin, said the need for advice in rural and regional parts of Western Australia has increased exponentially in recent years, driven by strong land values as well as the strength of export and agricultural markets.
“We have seen a significant increase in demand for financial advice from amongst our clients, particularly young people and those concerned by the impacts of government policy changes like tax concessions on super balances over $3 million,” Kaurin said.
“A key strength of this partnership is that it allows clients to access advice from a trusted adviser who is working within the community. Clients are continually telling us that they want someone locally who they know and trust to be advising on their wealth.”
As part of the partnership, Magda Betlem, director of AMD Chartered Accountants, has become an authorised adviser for Integro Private Wealth, providing wealth management solutions to clients.
Betlem will have access to Integro’s broader investment opportunities and technology, including its whole of wealth management services.
Kaurin stated that with Betlem now working across both firms, she will act as a conduit and continue servicing the firm’s existing clients from an advice perspective, whilst enhancing its offering through accessing a broader range of services like family office solutions and estate planning.
She is a certified practising accountant (CPA) specialising in SMSFs and a graduate of the Australian Institute of Company Directors. She holds a bachelor of accounting from CEUMA in Brazil, further supported by a bachelor of business from Edith Cowan University, and before joining AMD worked as an accountant with RSM Bird Cameron.
Gilmour said the partnership comes at a time when regional families are on the cusp of a significant wealth transfer with many family businesses, farms and mining sites consolidating and being sold off on the back of high land values and market strengths.
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