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.

The post NAB Financial Planning announce new General Manager appeared first on AdviserVoice.

Executive General Manager NAB Wealth Advice, Greg Miller, said Mr McCormack left NAB in September 2013 after concerns around misconduct were raised.

“Advisers must follow all processes and procedures at all times to make sure they are doing the right thing by our customers, but this wasn’t the case for Mr McCormack,” Mr Miller said.

“We want to strengthen our business and ensure we are always open, transparent and take issues impacting customers seriously.”

In February 2014, NAB announced a series of steps we are taking to restore customer trust and confidence in the financial planning industry and our advice businesses. Further information about NAB’s Customer Response Initiative is available here.

The post NAB welcomes ASIC action appeared first on AdviserVoice.

Executive General Manager, Wealth Advice, Greg Miller, said the award recognises the growth and success of MLC’s Advice stores since their inception in 2011, and reinforced its commitment to continue to grow the network throughout 2016.

“We created MLC Advice Stores to stand-out and be different – to be known for their customer-focus – and it’s great this model has been recognised for the success that it is today,” Mr Miller said.

“We couldn’t have achieved this without a close working relationship with our adviser network. Our model is centred on the customer, and finding out what’s really important to them, and working with advisers to ensure they are well placed to help their customers achieve their goals.

“We have continued to expand our network in key locations since opening our first MLC Advice store in 2011, and we will continue to grow our network throughout 2016.”

MLC yesterday also announced Vanessa Rowe as General Manager of MLC Direct.

“Vanessa is passionate about ensuring customers are in a position to make key financial decisions by providing the right help, guidance and advice. Vanessa will provide strong leadership as we continue to grow our business and help more Australians secure their financial future”, Mr Miller said.

Ms Rowe said it was important for customers to have a continuous advice experience, regardless of whether it was through digital, phone or face-to-face channels.

“I strongly believe in the difference that advice can make, and I am committed to ensuring our business gives more Australians the opportunity to seek high quality, trusted advice.

“As a business, it is vital to provide a seamless, end-to-end advice experience, regardless of what channel is used”, Ms Rowe said.

Vanessa has 20 years’ experience in the financial services industry in various disciplines including financial advice, risk management, superannuation and platforms.

The post MLC wins top franchise award, announces new senior appointment appeared first on AdviserVoice.

Greg has been acting in this role since the beginning of the year.

NAB Wealth Group Executive and CEO of MLC Andrew Hagger said: “Greg joined MLC more than 30 years ago and is well respected both within NAB and across the advice industry.

“His extensive knowledge of our business and the industry means he is best placed to deliver for our customers and advisers.

“We are part of a constantly evolving industry. Advice needs are changing and we need to continue to strengthen our business to ensure more Australians are receiving the financial advice they need to protect and grow their wealth.”

Speaking on his appointment, Executive General Manager Wealth Advice Greg Miller said: “I am passionate about financial advice and helping customers secure their financial future through support, guidance and advice.

“I am excited to lead a strong business that is well placed to support the ongoing financial needs of Australians.”

Greg has previously held a number of leadership positions at NAB Wealth, including leading MLC’s self-employed licensees and more recently the formation of MLC Direct in 2011.

The post NAB Wealth permanently appoint Greg Miller as Executive GM appeared first on AdviserVoice.