Private Client Director
CurrentPrivate Client Director at NAB Private Wealth with a specific focus offering personalised lending, investment and advice solutions to help enhance clients wealth, secure their future and help them make their mark.Providing day-to-day personal/business banking and financial services based on their requirements, together with our Investment specialists and wealth advisers, we develop tailored investment and wealth accumulation strategies all the way through to succession and retirement planning.Also, I am working closely with our Health Care team and Business Banking teams looking at opportunities for their customers by providing solutions for them as we have such a breadth of expertise available across the NAB Private Wealth network. We are able to bridge the gap between their personal and business requirements and provide tailored solutions throughout their different life stages.
