Malcolm Arnold has worked in the finance sector for over 15 years in management and senior management roles covering corporate and business banking, retail banking and training and skills development. Malcolm holds a Masters in Applied Finance as well as a Bachelor of Economics. For over three years Malcolm has been providing specialist banking services to the financial planning industry, having been involved in more than 100 transactions across Australia. These transactions have included acquisitions and divestments of practices/dealer groups, succession planning strategies and purchase of business premises. Malcolm currently leads the National Australia Bank's Financial Planning Banking team. He is responsible for the development of new business and implementation of NAB's strategy for providing specialist banking services and solutions to owners of financial planning businesses.

Whether you're a Generation X or Y financial planner or a current financial planning business owner, a great deal of planning is required in order to be successful in your succession strategy. As a specialist provider of banking services to the ... Read more