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National Australia Bank & NAB Wealth Financial Planning Claims

Slater and Gordon welcomes recent media reports that National Australia Bank (NAB) has begun to contact customers who may have received inappropriate financial advice since 2009, following reviews of customer files which it has been conducting since August this year.

Slater and Gordon has extensive experience in professional negligence matters involving financial advisors, including advisors from NAB. We have previously issued court proceedings and negotiated settlements with NAB on behalf of aggrieved clients as a result of bad financial advice. To view a recent case study, please click here.

We encourage any person who has been contacted by NAB regarding the financial advice they received to contact us for independent legal advice.

Register with Slater and Gordon.

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What we can do for you

NAB clients may be entitled to compensation if they relied on financial advice from NAB that fails to meet the minimum standards required of financial planners and advisors. 

We strongly encourage you to seek independent legal advice if NAB contacts you to advise you that it is reviewing the advice that you received.

If you receive an assessment of your advice from NAB, it is essential that you receive independent legal advice about the appropriateness of the assessment and/or offer prior to agreeing to any settlement.

By agreeing to settle your claim with NAB, it is likely you will permanently extinguish your entitlement to claim additional compensation from NAB regarding the financial advice you received.

Slater and Gordon can assess any offer you receive from NAB and advise you whether the offer of compensation is fair or whether you should make a counter-offer.  We can also advise you about your other options for pursuing compensation claims against NAB outside its customer response initiative.

If NAB has not contacted you, but you are concerned about the advice you have received from NAB, we recommend that you seek independent legal advice regarding your potential claims.

It is important to be aware that strict time limits apply to claims concerning poor financial advice.  If claims are not commenced in court before the applicable time limit expires, the right to pursue the claim will be permanently lost.

Slater and Gordon is also investigating claims on behalf of clients who received financial advice from Commonwealth Bank of Australia (CBA)  and Macquarie Private Wealth 

Get in touch

For initial advice regarding any claim(s) that may be available to you, please make an enquiry now and we will be in touch with you very soon.

Learn more about our class action services.

National Australia Bank & NAB Wealth Financial Planning Claims

If you wish to receive updates from Slater and Gordon about this project, please register here

Register now