NAB Wealth creates customer-focused role
NAB Wealth has appointed the general manager of Garvan and MLC Financial Planning, James Meade, to the new role of head of partnerships development.
NAB created the new role to help it understand customer needs and attitudes towards financial advice, according to wealth advice partnerships general manager, Ross Barnwell.
"The shape of the advice industry is changing. Advice is more than ever driven by customers, whose needs are evolving," Barnwell said.
"Customers are deciding how and when they choose to engage with financial service providers."
Meade has been with MLC since 1997, assuming various roles including state manager of MLC Advice Solutions, national manager, investment platforms, and practice development manager.
In his new role, Meade will deal with the changing environment to understand customer needs and deliver consumer insights, according to Barnwell.
AUTHOR
Malavika Santhebennur
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