Wilsons hire ex-CommBank advisors
Financial advisory firm, Wilsons, has appointed two former Commonwealth Bank high-net-worth advisors, Curtis Smith and Peter Jones, to its private wealth advisory team.
Smith and Jones join the team from CBA’s premium investment and advisory division, Commonwealth Private, and have over 30 years’ experience as senior financial advisers to HNW clients.
The newcomers specialise in private wealth, financial planning and portfolio management across both domestic and international markets.
Head of private wealth advisory, Paul Bryant, said the firm had considerably increased its private wealth advisory team over the past three months by attracting a number of quality investment advisors and planners.
AUTHOR
Anastasia Santoreneos
Recommended for you
Zenith Investment Partners has welcomed a BDM focusing on adviser solutions in a series of appointments, while two asset managers have also confirmed new hires.
AMP non-executive director Kathleen Bailey-Lord and Iress non-executive director Susan Forrester have been appointed to the national board of the Australian Institute of Company Directors.
Wealth manager JBWere has announced the launch of two fixed income strategies for wholesale clients, backed by UBS Asset Management.
Firetrail Investments has confirmed the departure of four executives over the last quarter, including head of investment strategy Anthony Doyle.
