Wilsons hire ex-CommBank advisors

wilsons/commonwealth-bank/CBA/appointment/Commonwealth-Private/HNW-clients/private-wealth/financial-planning/

13 November 2018
| By Anastasia Santoreneos |
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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.

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