Powered by MOMENTUM MEDIA

NAB Financial Planning makes new hire

— 1 minute read

NAB’s financial planning division has appointed of a new head of client services and paraplanning.

In a statement yesterday, NAB Financial Planning (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.

Advertisement
Advertisement

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.”

 

NAB Financial Planning makes new hire
ID logo

related articles

promoted stories

Website Notifications

Get notifications in real-time for staying up to date with content that matters to you.