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
JANA Investment Advisers has made several internal promotions and new appointments across its research team to bolster its position in the market.
SQM Research’s former head of research, Rob da Silva, has joined an investment consulting and analytics firm to drive the expansion of its research coverage.
AFCA has confirmed its chief operating officer, Justin Untersteiner, will be departing the organisation in March to take up a CEO role.
Minister for Financial Services, Stephen Jones, has announced he will be retiring at the upcoming federal election.
