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.

Related Content

Millennials’ good financial habits don’t alleviate stress

Despite have better financial habits than the overall population, millennials are still pessimistic about their financial future, research from Mortga...Read more

How will AMP handle departed advisers?

It will be almost another two years before AMP completes its fee for no service review of both current and former advisers, but the firm has acknowled...Read more

Créscere makes senior appointment

Créscere Partners has appointed Andrew O’Riordan as operations manager, as they seek to capitalise on the opportunity to broaden their service offe...Read more



Add new comment