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Looking for financial advice?

Step 4: Get in touch

To start your journey towards a more secure financial future, choose a financial adviser from Commonwealth Bank Group’s trusted network or get in touch with an adviser outside of the Group. You’ll find more information in the table below to help you pick the right adviser for you.

  Commonwealth Financial Planning Financial Wisdom Count Commonwealth Private Financial advisers outside the Commonwealth Bank Group

About

    Commonwealth Financial Planning is one of Australia's largest and best resourced financial planning businesses and has been providing financial advice to Australians for more than two decades. Our national presence means that wherever our clients are, they'll be able to access professional financial advice. They'll also have the confidence that they have the scale, resources and experience of one of Australia's largest advice businesses behind them.

Financial Wisdom is a network of community-based financial advisers who own and run their businesses and are supported by the strength and resources of the Commonwealth Bank. Financial Wisdom advisers are focussed on helping you as the key to your own financial future. By working to understand your goals and dreams and giving you wise advice to set about securing the life you want you are able to plan ahead so you can maximise your investments and protect your wealth.

Count is Australia's largest network of accountant-based advisers who own their own businesses. For over 30 years, Count advisers have been helping clients manage their tax and generate and protect wealth. Count advisers recommend investments and strategies based on their suitability to your specific needs. Each investment we recommend has been through our rigorous research pocess.

 

 

Commonwealth Private offers personalised service, trusted advice and exclusive investment opportunities for high net-worth clients who have household income in excess of $400k p.a. or the intent to invest or borrow $2.5 million or more.

Our aim is to ensure the delivery of high quality investment and advisory solutions and insurance all tailored to individual preferences.



 

Advisers outside the Commonwealth Bank Group provide quality advice and come from a range of organisations large and small. Some specialise in a particular type of advice, whilst others offer broad advice and services across many areas. To find out more about their advice types and services, you can ask the questions that give you the peace of mind and help you select the right adviser for you.

Number of advisers

    We have more than 700 advisers nationwide and over 100 support staff.

    There are over 170 practices and over 390 advisers,

Around 300 accounting firms nationwide.

Approximately 80 Private Wealth Managers and support team members across Australia

Over 2000

First meeting cost

    No charge

    No charge

No charge

No charge

No charge

Can advisers offer products from a wide range of financial institutions?

    Yes

    Yes

Yes

Yes
 

 

 

 

Yes

Is the adviser a salaried employee or self-employed?

Salaried

Self-employed

Self-employed

Salaried




Generally self-employed

 

Get in touch

Get in touch

Get in touch

Get in touch

Get in touch