Private

Latest News

  • Private

Private Client Executive, Natalie Irvine, awarded Female Private Banker of the Year

It is the first time an Australian private banker has been individually honoured with the accolade.

  • 14.06.2023
  • Time to read 1 min read
  • Media Release

Cathryn Carver appointed JBWere Chair

NAB Executive Cathryn Carver has today been appointed as Chair of the JBWere Board effective Thursday 1 June 2023.

  • 02.06.2023
  • Time to read 1 min read
  • Cyber Security

Stacey’s $6m save

When Stacey was asked by a customer to transfer $6 million to another account, everything seemed right, until she noticed a typo.  

  • 17.06.2022
  • Time to read 4 min read
  • Private

NAB Financial Planning bringing Beneficiary Nomination Forms matter to a close for clients

NAB Financial Planning (NAB FP) has today confirmed it has proactively contacted all 2,520 clients identified as being impacted by falsely witnessed beneficiary nomination forms (BNF), helping to bring the matter to a close.

  • 14.01.2019
  • Time to read 2 min read
  • Private

JBWere full member of RIAA

JBWere has become a full member of the Responsible Investment Association Australasia (RIAA), the peak industry body representing responsible, ethical and impact investors across Australia and New Zealand.

  • 16.10.2018
  • Time to read 1 min read
  • Private

NAB moves on grandfathered commissions

NAB has today announced NAB Financial Planning (FP) and NAB Direct Advice will no longer accept grandfathered commissions from NAB Wealth superannuation and investment product providers.

  • 03.09.2018
  • Time to read 1 min read
  • Private

NAB appoints Geoff Lloyd as CEO of MLC

National Australia Bank (NAB) Group Chief Executive Officer Andrew Thorburn today announced the appointment of Geoff Lloyd as CEO of MLC, effective 1 September 2018.

  • 17.07.2018
  • Time to read 2 min read

NAB Article

  • Private

NAB welcomes ASIC ban against former banker

ASIC today announced its decision to ban Mr Rabih Awad from engaging in credit activities and providing financial services for seven years, after he was investigated by ASIC for loan fraud.

  • 11.07.2018
  • Time to read 1 min read
  • Private

Statement on former Adviser Christopher Ramsay

Attributable to a a NAB spokesperson:

“In May 2017, Mr Ramsay left MLC Financial Planning.

  • 26.02.2018
  • Time to read 1 min read
  • Private

NAB’s Financial Advice Customer Response Initiative Update

NAB welcomes today’s financial advice customer remediation update from ASIC, which demonstrates NAB’s ongoing commitment to improving outcomes for customers.

  • 19.02.2018
  • Time to read 1 min read
  • Private

Australian SMSF investors remained red hot for equity in 2017

Appetite for equity investing among Australian Self-Managed Super Fund (SMSF) investors surged in 2017, with international shares, domestic exchange traded funds, mFunds and partially paid shares the top new investment picks for investors, new data from nabtrade revealed today.

  • 21.01.2018
  • Time to read 2 min read
  • Private

How to add thousands to your super in just 10 minutes

A simple super oversight is costing Australians thousands of dollars in their retirement, according to research released today by MLC.

  • 19.12.2017
  • Time to read 3 min read
  • Finance

Women get frank about finance: MLC research reveals women feel in control but are unprepared

More than half of Australian women feel in control of their finances, but many are concerned about their savings and are missing out on valuable opportunities to boost their superannuation, according to new research released by MLC.

  • 27.11.2017
  • Time to read 3 min read
  • Private

MLC Private Equity successfully completes HNW investor-based fund offering

One of Australia’s longest running private equity funds, MLC Private Equity, a division of NAB Asset Management, has today announced that its new MLC Private Equity Fund II has closed oversubscribed.

  • 21.11.2017
  • Time to read 1 min read