About Wealth Management
We bring together the Group’s fund management and distribution capability, as well as domestic insurance and financial advice business support divisions. This includes the well-known brands of Colonial First State, Colonial First State Global Asset Management, and CommInsure. As a team, we believe in strong investment performance, efficient administration and exemplary service.
With a strong culture of innovation, idea generation and continuous improvement, we believe that lots of little improvements can add up to big improvements in the way that we work as a team, and as a business.
Our Colonial First State & Advice Marketers are focused on performance, service and innovation. They support some of the most dynamic brands within the Commonwealth Bank Group, and play a key role in their success - enabling customers to feel confident in their financial decisions and secure in their financial future, either directly, through independent advisers or through our aligned licensees.
Our expert Financial Planners are committed to securing and enhancing the financial wellbeing of people, businesses and communities. They take the time to listen to the specific needs, motivations and goals of each client, and them help them facilitate this. CommBank employs a whole range of Financial Planners with very diverse skills and experience - to match the very diverse needs of customers.
Awards and recognition
Commonwealth Financial Planning (CFP) rated third overall in the Licensee of the Year category and represents the most satisfied bank-based group. CFP also received five category awards for services provided to advisers, with a gold ranking for our paraplanning service.Learn more
We received several awards at the 2014 Service Level Survey Awards, including: Winner Best Fund Manager, Winner Overall Customer Satisfaction, and Winner First Choice Ranked No.1 by advisers for Platform Benchmarking Overall Satisfaction and for Platform Service.Learn more
CommInsure won the Platinum Award for Life Insurance Company of the Year at the Association of Financial Advisers / Plan For Life 2013 Awards. In addition, CommInsure was recognised as number one in the investment growth bond market by winning the Investment Growth Bond of the Year award. CommInsure was also a finalist in three other categories of Overall Annuity Provider of the Year, Long Term Income Stream Award and Trauma Award.Learn more