About Integrum Advice

Who We Are

Our primary objective is improving the financial position of clients.We seek to ensure that they are well informed about their investment decisions, with sound and productive investment plans; we ensure appropriate financial and life insurance is in place, providing for eventualities in business and life to protect the retirement planning for clients.
Working together throughout the process, we guide you from interview to placement and provide support before, during and after the perfect match is made.
Image
Advice with Integrity

Our Story

Our story began with a vision of creating a financial planning firm that puts the needs of clients first. Driven by a strong commitment to integrity and trust, we set out to build a company that provides financial services with the highest level of transparency and accountability.

Our goal is to help clients navigate the complex world of finance and make informed decisions that are in their best interests. With years of experience and a passion for helping others, we are dedicated to delivering personalized solutions and exceptional customer service.

Image
greg_edited-ezgif.com-webp-to-jpg-converter

Greg Jackson

Managing Director
CA, CPA, Grad Dip ATL
Greg is a Public Practitioner Accountant and Tax Agent with over 25 years experience in working with individuals, small and medium businesses, not for profit organisations and SMSFs in delivering for their diverse financial needs. Having worked with the good, the bad and the indifferent, Greg knows what is required to effect success and can add great value.
Greg is a believer in the value of planning, regular review and building strategies to effect continuous improvement.

Ryan-3

Ryan Smithyman

Senior Adviser
Authrorised Rep No. 1310267
Ryan joined Integrum Advice with nearly 20 years’ experience in Financial Services. Ryan recently moved to Australia from South Africa where he was a senior financial planner and consultant for one of South Africa’s leading wealth management and pension fund administrators.

He graduated with a Bachelor of Business Science Finance Honours from the University Cape Town. He obtained his post graduate diploma in financial planning through the University of Free State and was a CFP registered member of the Financial Planning Institute of South Africa for 14 years.

In Australia, Ryan joined a major Australian Bank as a Relationship Executive before deciding to go back into Financial Advisory.

What our customers think

See what our clients have to say about a variety of services that we provided