St George’s Cullen moves to CFP
Commonwealth Financial Planning has lured St George Bank’s head of financial planning Paul Cullen to the pivotal role of head of advice.
Cullen will take up his appointment in early February, next year, and will be responsible for developing the group’s strategic approach on advice, licensees and practice management as well as driving the learning and development of advisers.
Cullen will report to Commonwealth Financial Planning general manager Tim Gunning.
Cullen replaces Monica Lunin, who is moving across to another role in the organisation focusing on improving cross-sell performance within the bank.
AUTHOR
Mike Taylor
Recommended for you
ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test.
Quarterly Wealth Data analysis has uncovered positive improvements in financial adviser numbers compared with losses in the prior corresponding period.
Holding portfolios that are too complex or personalised can be a detractor for acquirers of financial advice firms as they require too much effort to maintain post-acquisition.
As the financial advice profession continues to wait on further DBFO legislation, industry commentators have encouraged advisers to act now in driving practice efficiency.
