NAB Financial Planning (NAB FP) has announced the appointment of Rebecca Harrison as head of client services and paraplanning, effective May 2017.
Harrison has 20 years' experience in wealth management roles, 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 that supports financial planners across Australia.
At NAB FP, Harrison will be responsible for the delivery of client service operations across Australia for advisers, paraplanners and staff in support functions.
Commenting on her appointment, NAB FP general manager, Tim Steele, said: "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."