Member Category: Banking

David To, Private Client Director / NSW Asian Ambassador, NAB Private

Contact Details

Direct phone number: (02) 9237 9265
Mobile phone number: 0418 227 465

What we do

David To is a Private Client Director and manages a team of specialised bankers who deliver tailored banking and financial services to the banks wealthiest clients and families. This includes

  • Lending for investment, home and business
  • Wealth Advisory and Risk Management via JB Were
  • Treasury and foreign exchange
  • Estate Planning and Philanthropy

Why international?

Born in Hong Kong, David can communicate fluently in Cantonese, Mandarin, Indonesian Bahasa and English and is active in the local Chinese and Vietnamese communities. As the NSW Asian Ambassador for NAB Private, David and his highly skilled team serve the banking and wealth needs of Asian clients.

Who we help

High net worth individuals and families looking for dedicated banking and investment wealth services for both domestic and international needs. Having a range of Asian language skills amongst the team is valued by migrants coming from Asia.

Victoria Xia, Business Development Manager, National Australia Bank

Contact Details
Ph: +61 (0) 467 807 339

What we do

We provide concierge banking services to clients who are looking to  move to Australia in next 12 months. From setting up personal bank accounts, to finding the most suitable relationship or wealth managers to meet personal, business or investment needs in Australia. Our centralised services  assist in making the transition to Australia an easy and pleasant experience.

Continue reading Victoria Xia, Business Development Manager, National Australia Bank