Changes NAB Financial Planner Banking
Malcolm Arnold, national manager of NAB Financial Planner Banking, has been promoted to a new role as regional credit partner within the risk division of NAB business banking.
Malcolm will be replaced as national manager of NAB Financial Planner Banking by Shane Kirsch, current South Australia state manager for the NAB’s specialist banking business.
Arnold told Money Management at the Association of Financial Advisers conference on the Gold Coast he would “remain involved in some capacity” with the financial planning sector in his new role.
He said he would be handing over the reigns to Adelaide—based Kirsch “over the next few weeks”.
Kirsch will be responsible in his new role for managing NAB’s specialist banking strategy for the financial planning market and will oversee NAB’s 20 specialist bankers located in every state around the country.
Kirsch has been in his current role as a specialist banker to the planning industry for the past four years.
He has worked with NAB in Adelaide for the past nine years, and has been with NAB now for 15 years.
Tony Jacka will replace Kirsch as the new lead banker for NAB financial planner banking in South Australia.
Recommended for you
ASIC has released the results of its first adviser exam to be held in 2025, with 241 candidates attempting the test.
Quarterly Wealth Data analysis has uncovered positive improvements in financial adviser numbers compared with losses in the prior corresponding period.
Holding portfolios that are too complex or personalised can be a detractor for acquirers of financial advice firms as they require too much effort to maintain post-acquisition.
As the financial advice profession continues to wait on further DBFO legislation, industry commentators have encouraged advisers to act now in driving practice efficiency.
