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 | |
|---|---|---|---|
| NSW | Contact Joanne Uebergang |
Phone |
|
| NSW & ACT |
Contact Georgia Milne |
Phone |
|
| VIC, TAS, SA & WA | Contact Lachlan Empson |
Phone |
|
| QLD & NT | Contact Danny Ang |
Phone |
Email |
Step five
- CMA call 1800 036 171 or email nabcashmanager@nab.com.au.
- ITD call 1800 227 611 or email intermediarytd@nab.com.au.
Important information
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