Search ResultsShowing 1 - 7 of 7 results for "CommSec Adviser Services"
Commonwealth Bank mulls retail advice business sale
KANIKA SOOD  |  FRIDAY, 21 JUN 2019
... Advisory is a very small part. It provides scaled advice on equities. The business is separate from CommSec Adviser Services (CAS) which provides financial planners and accountants with investment services including trading, investment loans, and cash ...
CommSec and CFS combine tech strengths
JAMIE WILLIAMSON  |  MONDAY, 28 AUG 2017
... Financial advisers now have a new means of managing their high-net-worth and SMSF client investments with CommSec Adviser Services and Colonial First State coming together to launch a one-stop-shop portfolio service. Targeting advisers with HNW clients ...
Colonial First State platforms make deferred annuities more accessible
JAMIE WILLIAMSON  |  WEDNESDAY, 24 MAY 2017
... off-platform space, CFS will launch a new, whole-of-portfolio solution that comprises the benefits of Commsec Adviser Services. Portfolio Service offers a new means of administering client assets, bringing together directly-held listed securities and ...
Topdocs adds Commonwealth Bank integration
MARK SMITH  |  WEDNESDAY, 17 FEB 2016
... ability for advisers to populate a Commonwealth Bank Accelerator Cash Account application - distributed by CommSec Adviser Services - at the same time as establishing their self-managed super funds through its Instant SMSF online application. Via the ...
Rainmaker Excellence Awards 2013
STAFF WRITER  |  THURSDAY, 9 MAY 2013
... Management) Winner Kylie Walker AMP Capital Investors Finalists Stuart Barton Challenger Andrew Rogan Commsec Adviser Services Amanda Tibbett Fidelity Richard Dunkerley Zurich Financial Services
CommSec appoints head of adviser services
ALICE URIBE  |  TUESDAY, 23 APR 2013
... Online broker CommSec has appointed former Investment Trends chief operating officer Eric Blewitt to lead CommSec Adviser Services. Prior to Investment Trends, Eric managed Bendigo and Adelaide Bank's leveraged equities margin lending business. "Eric ...
CommSec consolidates adviser services
MARK SMITH  |  TUESDAY, 20 NOV 2012
... combined its Core Equity Services and Colonial Geared Investments brands under a new umbrella brand, CommSec Adviser Services. "We are excited by this change as it will enable us to further integrate our products and better support our clients," commented ...
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