NAB Financial Planning (NAB FP) has announced the appointment of Rebecca Harrison as Head of Client Services and Paraplanning.
Ms Harrison has 20 years’ experience in wealth management, spanning funds management, platforms, insurance, SMSFs, advice and service delivery. Most recently, she was National Advice Solutions Manager at First State Super, responsible for a team of 44 to support financial planners across Australia.
At NAB FP, Ms Harrison will be responsible for the delivery of client service operations across Australia for advisers, paraplanners and staff in support functions.
Tim Steele, General Manager of NAB Financial Planning, said Ms Harrison will play an integral role in the NAB FP leadership team.
“We are delighted to welcome Rebecca to NAB FP and look forward to the contribution she will make to our business.
“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,” Mr Steele said.
Ms Harrison holds a Bachelor of Arts, Bachelor of Laws, and a Graduate Diploma of Financial Planning.
