In a statement yesterday, NAB FP announced that Rebecca Harrison has been appointed to the role and will be responsible for the delivery of client service operations across Australia for advisers, paraplanners and staff.
Ms Harrison has 20 years’ experience in wealth management, spanning funds management, platforms, insurance, SMSFs, advice and service delivery, NAP FP said.
Most recently she was national advice solutions manager at First State Super.
Ms Harrison holds a bachelor of arts, bachelor of laws, and a graduate diploma of financial planning, NAB said.
General manager of NAB Financial Planning Tim Steele said, “Rebecca has a track record of supporting teams to provide exceptional service to advisers, as well as a clear appreciation of how support for advisers contributes to positive outcomes for clients. This all makes her a natural fit for us.”
Well done Rebecca, all the best in the new role! I know you will do well and make a difference at NAB! They are lucky to have you.
Holds Grad Dip FP and also a sound professional. At last a qualified Bank Advice Exec! Well done Rebecca.