NAB Financial Planning has announced it appointed two former AMP executives to its leadership team.
According to a statement, Andrew Gregory has been named NAB FP’s general manager for Victoria and Tasmania while Gary Wood has been appointed head of client experience and advice development.
Mr Gregory joins from AMP, where he was head of financial planning for AMP Financial Planning and Hillross Financial Services. Mr Wood was previously head of client services for AMP’s iPac business.
The appointments are part of changes at NAB FP to provide enhanced support to its advisers to deliver strong outcomes for customers, the statement said. This will include a greater focus on supporting financial advisers at a local level.
Tim Steele, general manager of NAB FP, said: “We are absolutely committed to enhancing support for our advisers to assist them in delivering exceptional outcomes for NAB FP clients.
“These leadership appointments are one of the first steps to seeing that commitment through.”
He added: “Andrew is a highly respected leader and is passionate about the delivery of high quality advice and experience for customers. We are pleased and excited to have someone of his ability leading the Victorian and Tasmanian regions for NAB FP. Andrew has a track record of leading large teams to help advisers grow their businesses and provide customers with high quality financial advice and an exceptional experience."
“We are delighted to also welcome Gary to NAB FP in a newly-created leadership position focusing on improving the client experience and supporting our advisers to grow and develop in their careers," he said.
“Gary is a proven leader who has a deep understanding of the advice profession and a passion for education. Gary brings extensive experience in financial services, and we look forward to his significant contribution to the evolution of our business.”
SUBSCRIBE TO THE IFA DAILY BULLETIN
- 17 Aug 2018Grandfathering is not in consumers' interests: KellBy Tim Stewart
- 17 Aug 2018Advisers can ‘professionalise’ clients’ philanthropyBy Lucy Dean and Killian Plastow
- 17 Aug 2018Standalone robo-advisers ‘will not attract’ HNW investorsBy Reporter
- 17 Aug 2018Assess super on value not fees, Rice Warner urgesBy Killian Plastow
- 16 Aug 2018ANZ taken to task over ‘misleading’ general adviceBy Reporter
- 16 Aug 2018Faith in adviser ethics fallsBy Reporter
- view all