Tax changes spur Integro’s Victorian expansion

Binaya Dahal

Journalist

1 June 2026

Integro Private Wealth has expanded into Victoria with its first on-the-ground adviser hire, as looming tax changes drive increased demand for sophisticated financial advice among wealthy Australians.

The Perth-headquartered wealth management solutions announced the appointment of Daniel Secatore on Monday, saying the hire would strengthen its presence in the state at a time when clients are seeking high-end guidance on proposed reforms to capital gains tax, Division 296 and negative gearing settings.

Integro managing partner Justin Gilmour said Victoria has become a focal point for growth, driven by demand for more tailored advice solutions.

“We’re seeing rising demand from high-net-worth individuals, business owners and family offices seeking more sophisticated and personalised advice solutions, particularly in Victoria, which continues to be a major hub for family office activity in Australia,” he said.

“With ongoing changes to capital gains tax, Division 296 and negative gearing, more Australians are seeking professional financial advice to better understand the long-term impact these changes may have on their wealth creation, retirement planning and investment strategies.”

The firm also surpassed $1 billion milestone in funds under advice earlier this year. It has been pursuing growth through acquisitions and partnerships with professional services firms, including large accounting groups. In April, the company merged with Bunbury-based advice firm Lighthouse Capital Southwest.

“Acquiring and integrating existing advice practices also remains a key strategic focus for Integro and plays an important role in growing our national presence,” Gilmour said. “We are currently looking nationally at a range of opportunities in this space.”

Secatore joins Integro with experience across financial planning, mortgage broking and property. He said he is excited to join a growing advice business focused on “delivering personalised outcomes”.

“Integro has built a strong reputation for putting clients at the centre of the advice process and taking a genuinely holistic approach. I’m looking forward to helping more Australians navigate important financial decisions with confidence and clarity,” Secatore said