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David Simon

Financial Adviser

|

Certified

David Simon

Financial Adviser

|

Certified

Responsible Investment Leaders are investment/asset managers that rank in the top 20% of all organisations assessed by the Responsible Investment Scorecard, demonstrating leading practice through their commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

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Responsible Investors are investment/asset managers that score at least 15 out of 20 on the Responsible Investment Scorecard (but are not within the top 20% of assessed organisations), with a commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

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Integral Private Wealth Principal Advisor David Simon is one of Australia's most respected financial advisers. He has extensive experience in wealth management, including 15 years with the Westpac Group. Before the establishment of Integral Private Wealth, David operated one of the largest practices within Westpac Private Bank. David has a passion for helping improve the financial literacy of all Australians. He regularly features in publications such as the Australian Financial Review, the Sydney Morning Herald, The Age, and The Australian. David is recognised as one of Australia's top Financial Advisers by Barron's as published in 'The Australian' newspaper (2018, 2019, 2020, 2021, 2022, 2023 and 2024). Further, one of the 50 most influential advisers in Australia by 'Financial Standard'.

Address

Level 10, 83 Clarence Street, Sydney, NSW, AU, 2000

Phone

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Organisation

  • Integral Private Wealth

Company number

Services offered

  • Superannuation and retirement planning Investments/managed funds

Certified products

Approved products

  • BlackRock Diversified ESG Growth Fund BlackRock Diversified ESG Stable Fund BNP Paribas Environmental Equity Trust PIMCO ESG Global Bond Fund - Wholesale Class AMP Capital Ethical Leaders International Share Fund ATLAS Infrastructure Aust Feeder Fund Australian Ethical Australian Shares Fund Australian Ethical Diversified Shares Fund Legg Mason Martin Currie Ethical Income Fund Morphic Global Opportunities Fund Pendal Ethical Share Fund Pengana International Fund - Ethical Perpetual Wholesale Ethical SRI Fund Resolution Capital Property Security Fund Stewart Investorts Worldwide Sustainable Fund Vanguard Ethically Conscious International Shares Index Fund Alphinity Sustainable Share Fund Altius Sustainable Bond Fund Ausbil Active Sustainable Equity Fund Ausbil Investment Trust - Candriam Sustainable Global Equity Fund AXA IM Sustainable Equity Fund Legg mason Martin Currie Sustainable Equity Fund Pendal Sustainable Australian Fixed Interest Fund Pendal Sustainable Conservative Fund Pendal WS Sustainable Aust Share Fund Pengana WHEB Sustainable Impact Fund

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Certified Financial Advisers and Financial Advisory Groups have been assessed to meet operational and disclosure requirements based on the Responsible Investment Standard and make publicly available specific details of their services.