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I do have his name and number and that is our plan if we need anything. Unfortunately as you know, he will likely be gone when we need him. Branch staff seem to disappear. I know from working there that this is the case, and building up a relationship is great... until they get a transfer or a...

It was, but if they want to be taking applications at the front counter (I was quite surprised at the personal stuff being asked in front of three strangers) and that leaves only one other staff member, they clearly need more staff. The lady who looked after us initially, when we had to deal...

No. It was to do with management of an estate and was complicated. But it is this sudden "they have money" situation that has prompted all the "can we help you" calls. Never heard from them before we were in charge of an estate worth some money. And we are both ex-CBA - 20 years and 28 years.

Couple of things I'd like to ask after reading this thread. 1. I've read several times over the past few years in investment magazines about getting back your trailing commission on insurance and banking brokered products. I once asked here if the brokers ever lost their trailing fees when...