Personal Relationship Banking

What is Personal Relationship Banking?

Our Relationship Managers can provide you with tailored financial solutions and access to a wide range of wealth creation products & services. They are specialists in banking and can provide you with access to broking, investment and insurance services, so if you have complex financial needs or would like specialist advice, this service might suit you.

Your dedicated Relationship Manager will work with you to analyse your current financial position, identify strategies for you to build wealth and allow you to make informed choices.

Eligibility depends on your total holdings with us, but you will need to have an income of at least $80,000 p.a. or a household income of at least $120,000 p.a.

 

What are the benefits of Personal Relationship Banking?

- a dedicated Relationship Manager as your single point of contact
- a tailored, one-stop solution for all your financial needs
- no waiting in queues, with direct phone, email and face to face access to your Relationship Manager, even after hours
- access to CommSec Advisory, providing access to exclusive investment opportunities, such as Initial Public Offerings (IPOs) and Perpetual Exchangeable Repurchaseable Listed Shares (PERLS)
- invitations to educational seminars and networking events throughout the year
- access to specialist advice from a Commonwealth Financial Planner to help you plan for the future

 

Become a Personal Relationship Banking client

For more information on Personal Relationship Banking, please call 1300 550 840, or email rbs-prb@cba.com.au and we will contact you.