NAB today announced the appointment of Tim Steele as General Manager, NAB Financial Planning.
Tim brings with him 20 years of experience in financial services, most recently as Managing Director of AMP-aligned wealth businesses ipac & Genesys.
Executive General Manager, Wealth Advice, Greg Miller, said: “We’re focused on strengthening our business, committed to meeting customer’s expectations and improving their experience with us, and supporting advisers in providing greater value to their customers.
“We are pleased and excited to have someone of Tim’s capability leading NAB Financial Planning.
“Throughout his career Tim has demonstrated a track record of leading large teams to help advisers grow and develop their businesses, and provide customers with high quality financial advice and an exceptional experience,” Miller said.
Speaking of his appointment Tim said: “NAB Financial Planning is a great business, with 500 advisers around the country – and I’m really looking forward to continuing to grow the business and keep a strong focus on customers.”
Tim successfully led AMP Horizons as a Director where it became a strategically significant business unit recruiting and developing over 500 planners through the AMP Horizons Academy and established Horizons Financial Group in five locations across Australia with over 100 advisers.
Tim holds a Bachelor of Business and recently completed the Advanced Management Program at Harvard Business School.
Tim’s appointment, which takes effect on Monday 4 April 2016, follows Paul Fog’s move into a broader role within NAB Wealth to further the important work on bringing the bank and wealth parts of the NAB Group closer together.
NAB Financial Planning is the salaried financial advice division of NAB. We have 500 planners and specialists providing advice at more than 200 locations across Australia, servicing NAB’s Personal and Business Bank customers.
