CBA strengthens business services
Christian Strahlhofer
The Commonwealth Bank has made two appointments it said will strengthen the services it offers to financial planning practices operating in Victoria, South Australia and Tasmania.
Christian Strahlhofer has been appointed as a relationship manager and Komal Soni an account manager in the group’s Corporate Financial Services Financial Planning Banking division.
Strahlhofer and Soni will be based in Melbourne and will service financial planning practices operating in the southern states. The group’s Financial Planning Banking division provides services to businesses nationally. The opening of the Melbourne office follows the success of the specialist division in other regions, the group said.
Strahlhofer has more than eight years experience in international corporate banking with UBS Switzerland and has held a number of roles in risk and relationship management and business development. In his new role, Strahlhofer will be responsible for working with practice owners to structure finance for mergers, acquisitions and succession and staff retention strategies.
Soni has more than six years international corporate banking experience with Royal Bank of Scotland in London, where she held various roles in risk management, business development and portfolio management. In her new role, Soni will be responsible for maintaining a portfolio of financial planning clients and assisting with business acquisitions, growth and succession planning.
Recommended for you
With Fortnum Private Wealth and Professional Financial Services now unified under the Entireti umbrella company, CEO Neil Younger has detailed to Money Management the firm’s new direction and future expansion.
The FAAA has suggested looking offshore for overseas financial advisers to ease the adviser shortage, but are employers willing to take on the burden of workplace visas?
There may be a huge influx of alternatives coming to the market, but timing and access difficulties mean advisers can easily end up disappointed with their selection, according to Morningstar global CIO Dan Kemp.
An NSW individual has pleaded guilty to one criminal charge of providing unlicensed financial services after promoting crypto investments at national seminars.