Senior Financial Adviser
Jamie O’Connor
Jamie has an Advanced Diploma of Financial Services (Financial Planning) and Self Managed Superannuation accreditation. He is an Aged Care Specialist Adviser®...
Jamie O’Connor
Senior Financial Adviser
Jamie has an Advanced Diploma of Financial Services (Financial Planning) and Self Managed Superannuation accreditation. He is an Aged Care Specialist Adviser®. He is also a Justice of the Peace, FASEA certified, and is registered as a tax (financial) adviser with the Tax Practitioners Board.
Jamie has worked in financial services for over 25 years. He has a passion for assisting rural families with the complexities of everything associated with future retirement planning. His skillset also extends to helping families navigate the complexities of transitioning into Residential Aged care.
Away from the office, Jamie is married with three children and loves to spend time with family and friends camping, fishing and adventure motorcycling.
Bryan Trembath
Bryan has a Graduate Diploma of Financial Planning, and Self Managed Superannuation accreditation through Kaplan. He is also a Justice of the Peace, FASEA certified..
Bryan Trembath
Senior Financial Adviser
Bryan has a Graduate Diploma of Financial Planning, and Self Managed Superannuation accreditation through Kaplan. He is also a Justice of the Peace, FASEA certified, and is registered as a tax (financial) adviser with the Tax Practitioners Board, along with completing The Seven Stages of Money Maturity Training, and EVOKE Life Planning Training, both with The Kinder Institute of Life Planning.
Bryan started his career as a financial planner in 2012 with one of the big 4 banks advising clients throughout the Riverina, before joining Integral Rural Financial Services in 2014.
Through his non-judgemental and caring approach, Bryan is able to help his clients achieve what is most important to them. His passion is in helping clients prepare for and transition seamlessly into retirement and is a specialist in helping women who have become single later in life, helping clients maximise Centrelink pensions, and making sure that what can be done today is not put off until tomorrow.
Outside the office, Bryan is a proud 20 years plus member of the Professional Golfers Association of Australia. He is always keen for a game of golf, and still enjoys playing competitively as a professional in the local Riverina Pro-Am golf tournaments.
Married with two incredible daughters, along with an interest in most sports, especially in his beloved St George Illawarra Dragons, Bryan is an integral part of why Integral Rural Financial Services are the most trusted financial planners in the Riverina region.
Client Service Manager
Jessica Looby
Jessica joined the Integral family in 2018 and has become a highly skilled and valued member of the Client Service Management team...
Jessica Looby
Client Service Manager
Jessica joined the Integral family in 2018 and has become a highly skilled and valued member of the Client Service Management team. Jessica’s focus is on ensuring our client’s advice is implemented according to their plans, and she is well qualified to assist our valued clients with all their needs. Outside of her work life, Jess is busy raising two boys and enjoys all things outdoors, family and adventures, and has a passion for fundraising to support local charities and organisations.
Kate Cappello
Kate jumped at the chance to join the Integral team in 2021, and seamlessly transitioned into her client service manager role with a background in administration...
Kate Cappello
Client Service Manager
Kate jumped at the chance to join the Integral team in 2021, and seamlessly transitioned into her client service manager role with a background in administration and personal assistance. Kate’s focus is on scheduling our daily client meetings and managing our client annual review program, along with Centrelink administration services for our clients. Kate is kept busy outside of work with two daughters, and also operates a Real Estate business with her husband Gavin.
Michelle O’Connor
Michelle joined Integral in 2021 after a career as a licenced property valuer. Michelle quickly became a valued member of the client service team...
Michelle O’Connor
Client Service Manager
Michelle joined Integral in 2021 after a career as a licenced property valuer. Michelle quickly became a valued member of the client service team, supporting the advisers with the implementation of financial plans, while keeping clients informed with regular progress and confirmation updates.
Financial Planning Assistant
Patrick Pepito
Patrick joined Integral in 2020, and holds a Bachelor of Science. Patricks supports the Integral team with all administration functions and is eager to support...
Patrick Pepito
Financial Planning Assistant
Patrick joined Integral in 2020, and holds a Bachelor of Science. Patricks supports the Integral team with all administration functions and is eager to support the Client Service Managers in exceeding our clients expectations. Maintaining a work-life balance is key for Patrick, as he enjoys travelling with family and friends, often being spontaneous with his getaways. He loves running marathons, and enjoys giving back by organising charitable works within his local community.