REAL EXPERTISE. REAL RESULTS.

Leveraging our industry expertise, we help asset and wealth managers anticipate and adapt to change in the face of regulatory, customer, operating model and distribution disruption.

ABOUT INTEGRATED

Integrated Advisory is a specialist management consulting firm focused exclusively on serving the needs of leading asset managers, asset owners, superannuation and pension fund and investment platform providers across Australia.

Our focus on the asset and wealth industry enables us to provide industry specific guidance and services that support our clients in responding to their strategic change agenda including anticipating future challenges, capitalising on market opportunities and program delivery.

AREAS OF EXPERTISE

We leverage our deep understanding of the industry to assist clients in solving complex investment,
technology and operational challenges, helping shape businesses for the future.

Product & Distribution

We assist clients with providing insights into distribution and product strategy whilst also being able to support clients in their product development, product management and governance support.

Operations & Outsourcing

Taking a holistic view of your business, we work with you to optimise your operations, advise you on your best outsourcing options, and ensure you’re up to date with modern technology platforms.

Solution & Service Provider Selection

Our extensive knowledge of available systems and industry-specific solutions ensures we find you the right integrations for your needs.

Data Analytics

We believe that data is only as good as the way it’s managed. Our grasp of in-depth analytics helps you use your data the right way, to make better informed business decisions, identify opportunities and predict future trends.

Digital

We help you define a digital strategy that streamlines your internal processes and improves business efficiencies, ultimately creating better customer experiences, all in the face of regulatory pressures and technology disruption.

Implementation

Working in co-operation with your internal resources, our expertise in project management combined with our specific subject matter expertise, will take you from concept to reality with minimum risk and maximum value.

OUR TEAM

Our experienced team of consultants are industry practitioners that work closely with clients to understand their requirements and deliver purpose-built solutions that overcome the challenges at hand.

To contact us simply call or email one of our team below.
Alternatively, please use our contact form to send us a message

David Costello

Principal Consultant

M: +61 (0)410 678 854
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Darren O’Connor

Principal Consultant

M: +61 (0)452 194 198
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Stephen O’Connor

Principal Consultant

M: +61 (0)406 729 687
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We'd love to hear from you:

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CAREERS

We’re always looking for talented people to join us. If you have experience in the asset and wealth management industry or consulting, and want to join the team, please send your CV to careers@integratedadvisory.com.au.