A senior wealth exec within the NAB network will leave the bank in December, while NAB FP general manager and former Genesys boss Tim Steele has been promoted.
NAB announced today that executive general manager, wealth advice, Greg Miller will leave NAB in December as part of a raft of changes to the structure of the wealth division.
NAB Financial Planning general manager Tim Steele and general manager of advice partnerships Ross Barnwell will both take on expanded roles and report directly to the bank’s chief customer officer for consumer banking and wealth, Andrew Haggar.
Mr Haggar said the changes would make the business “simpler, faster and more customer-focused”.
Responding to an ASIC paper, the stockbrokers association has argued that the lack of advisers has impacted the ...
While the lead-up to the end of the financial year can be a whirlwind for financial advisers, two advice executives have ...
Count Gold Coast has expanded its footprint, announcing it has entered into binding agreements to acquire clients of two ...
Never miss the stories that impact the industry.
Get the latest news! Subscribe to the ifa bulletin