Getting started

Step one

Have a distribution agreement in place with NAB. If you don't have one, skip straight to step four.

Step two

Complete the New Adviser Form (PDF, 321KB), opens in new window and return it to us (as per instructions in the form).

Step three

Provide NAB with identification documents and/or a completed FSC Form (PDF, 104KB), opens in new window.

Step four

To establish a distribution agreement, please contact your state Sales Support Team below:

State Contact Phone Email
NSW
Contact
Joanne Uebergang
NSW & ACT

Contact
Georgia Milne
VIC, TAS, SA & WA
Contact

Lachlan Empson

QLD & NT
Contact

Danny Ang

Step five

Important information