Statements (65)
| Predicate | Object |
|---|---|
| gptkbp:instanceOf |
gptkb:Financial_Services_Company
|
| gptkbp:established |
2000s
|
| gptkbp:has |
Financial Advisors
Investment Portfolios Client Portfolios Research Analysts Investment Advisors Client Relationship Managers Investment Committees Client Satisfaction Surveys Client Feedback Mechanisms Investment Performance Tracking Investment_Strategies Client_Advisory_Boards Financial_Products |
| gptkbp:has_a_focus_on |
Personalized_Wealth_Solutions
|
| gptkbp:headquarteredIn |
gptkb:Sydney,_Australia
|
| https://www.w3.org/2000/01/rdf-schema#label |
CBA Private Wealth
|
| gptkbp:is_committed_to |
Sustainable Investing
Ethical Investing |
| gptkbp:is_governed_by |
gptkb:Australian_Securities_and_Investments_Commission
|
| gptkbp:is_involved_in |
Community Engagement
Market Analysis Client Education Programs Financial_Education Financial_Market_Research |
| gptkbp:is_known_for |
Tailored Investment Solutions
Comprehensive Financial Solutions Long-Term Client Relationships Client-Centric_Approach Innovative_Financial_Solutions |
| gptkbp:is_part_of |
gptkb:Commonwealth_Bank's_Advisory_Services
Commonwealth_Bank's_Financial_Services Commonwealth_Bank's_Wealth_Management_Division |
| gptkbp:is_recognized_for |
Expert Financial Guidance
High-Quality_Service Proactive_Client_Management |
| gptkbp:offers |
Retirement Planning
Succession Planning Insurance Solutions Wealth Accumulation Strategies Investment Workshops Portfolio_Management_Services Tax_Planning_Services Wealth_Management_Services Financial_Literacy_Resources Financial_Wellness_Programs Wealth_Protection_Services Custom_Investment_Solutions |
| gptkbp:partOf |
gptkb:Commonwealth_Bank_of_Australia
|
| gptkbp:provides |
Financial Planning
Investment Research Investment Advice Superannuation Services Market Insights Financial Risk Assessment Comprehensive Risk Assessment Estate_Planning_Services Financial_Reporting_Services Risk_Management_Services Wealth_Transfer_Strategies Philanthropic_Advisory_Services Financial_Strategy_Development |
| gptkbp:serves |
High Net Worth Individuals
|
| gptkbp:subsidiary |
gptkb:Commonwealth_Bank_Group
|