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NAB's financial planning division is well-established. We have over:
- 220 NAB financial planning locations throughout Australia
- 470 planners and specialists providing financial planning advice
- $13 billion in funds under management
How a NAB Financial Planner can help you
Our qualified planners have the training and experience to help you with a wide range of financial planning services. They are also able to draw on the expertise within the NAB group pf companies to provide quality advice across all your needs. This includes the specialist research and technical resources of NAB's wealth management business, MLC.
Our financial planners are members of the Financial Planning Association, the peak professional organisation representing financial planners in Australia, and therefore adhere to set standards in relation to ethics, conduct, and continuing professional development.
The full range of services and product classes on which our financial planners can advise is outlined in our Financial Services Guide, which a NAB financial planner will provide in your first meeting.
Arrange an appointment with a NAB financial planner
Financial Planning
A complete financial plan
The planning process
The value of advice
Contact a NAB financial planner today
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