NAB Financial Planning enters next phase
NAB Financial Planning has announced the appointment of Geoff Rogers as its general manager, taking over the position vacated by Adrian Hondros in May this year.
Rogers moves into his new role having most recently been NAB Financial Planning head of retail, where his focus was on developing the cross-sell of the insurance and investment products provided by the bank’s wealth management arm, MLC.
He takes over from Hondros, who took on new responsibilities within NAB Private Banking six weeks ago. In the interim, Hondros had been juggling the responsibility of both positions while his replacement in the financial planning business was being found.
NAB Financial Planning implemented its Transition to Advice during Hondros’ period in the role.
As head of the financial advisory unit, Rogers will be a member of the MLC leadership team and will report directly to NAB Business Banking Australia regional general manager Geoff Greer.
“I am looking forward to building on NAB Financial Planning’s success as we continue to deliver quality financial advice to both business and retail customers,” Rogers said.
He officially moves into his new role on July 16.
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