Mon- Fri 8am - 6pm (AEST/AEDT)
NAB’s Wealth Management Customer Advice Review program aims to reinstate trust and confidence in the financial services industry and improve client experience.
The program began in 2015, in consultation with the Australian Securities and Investments Commission (ASIC), and aims to assess the financial advice provided by NAB Group advisers from 1 January 2009.
With its sole focus on the interest of clients, the Customer Advice Review program covers a range of financial advice categories including gearing, insurance, investments, superannuation, fees and conduct. It excludes the review of ongoing service fees which are being addressed separately.