Tim Steele new GM at NAB Financial Planning
National Australia Bank (NAB) has appointed former ipac and Genesys managing director, Tim Steele as its new general manager, NAB Financial Planning.
The big banking group announced the appointment today, stating that Steel brought 20 years of experience in financial services, most recently as Managing Director of AMP-aligned wealth businesses ipac & Genesys.
Confirming the appointment, NAB Executive General Manager, Wealth Advice, Greg Miller the company as focused on strengthening the business and was pleased to have someone of Steel's capability leading NAB Financial Planning.
Steel's appointment takes effect on Monday 4 April 2016 and follows Paul Fog's move into a broader role within NAB Wealth.
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.
