Former GM of Commonwealth Financial Planning to join Morningstar

Peter Bryant is set to join Morningstar in mid-January, replacing Phil Winter who will relocate back to Chicago, though he will remain with the company.

Mr Bryant joins Morningstar with a history of leadership in financial advice and wealth management, most recently working as general manager, advice services for Commonwealth Financial Planning (CFP) at Commonwealth Bank.

CBA confirmed late last month that it would commence the closure of the remaining CFP business and cease providing advice services.

As well as CBA, Mr Bryant has also held an executive position at The Trust Company.

Mr Bryant said on Thursday that he is excited to be joining Morningstar.

“Quality financial advice is transformative. Through its range of solutions, Morningstar plays an important role in supporting advisers add value to their clients,” he said.

“I’m looking forward to helping the team deliver these solutions to Morningstar’s clients.”

Morningstar Australasia managing director Jamie Wickham added that Mr Bryant was joining the business at a very exciting time.

“As we approach the two-year anniversary of the AdviserLogic software acquisition, we are focused on driving initiatives across our product portfolio to empower the success of advisers and individuals – and those that serve them,” Mr Wickham said.

“Peter is well known to many of us at Morningstar as a user of our research solutions; and has a strong alignment with everything we stand for – investor centricity and high conviction in the importance of financial advice.”

Neil Griffiths

Neil is the Deputy Editor of the wealth titles, including ifa and InvestorDaily.

Neil is also the host of the ifa show podcast.