Important update:

Introducing new settlement cycles in the US, Canadian and Mexican markets.

Contact us

Please feel free to contact any of our offices located across Australia. All of our contact details are below.

Melbourne

Level 31
405 Bourke St
Melbourne VIC 3000

GPO Box 4370
Melbourne VIC 3001

Ph: (03) 9906 5000 
Email: investorservices@jbwere.com

Sydney

Level 10
Brookfield Place
10 Carrington St
Sydney NSW 2000

GPO Box 5384
Sydney NSW 2001

 

Ph: (02) 9325 2600
Email: investorservices@jbwere.com

Canberra

Level 10
1 Constitution Ave
Canberra ACT 2601

GPO Box 1541
Canberra ACT 2601

 

Ph: (02) 6218 2000
Email: investorservices@jbwere.com


Brisbane

Level 15
259 Queen St
Brisbane QLD 4000

GPO Box 505
Brisbane QLD 4001


Ph: (07) 3258 1111 
Email: investorservices@jbwere.com

Adelaide

Level 13
60 King William St
Adelaide SA 5000


GPO Box 2271
Adelaide SA 5001

 

Ph: (08) 8407 1111 
Email: investorservices@jbwere.com

Perth

Level 14
100 St Georges Tce
Perth WA 6000


GPO Box M936
Perth WA 6843

 

Ph: (08) 9212 7900
Email: investorservices@jbwere.com

Media enquiries

Please get in touch with the 
NAB Media Centre

 

Client portal technical support

1300 366 790
investorservices@jbwere.com
8.30am–5.00pm (AEST)

 

Find a JBWere Adviser

1300 366 790
To arrange a meeting or find out more, 
please contact us via email form.

 

Philanthrophic services & Family Advisory

1300 263 166
philanthropic.services@jbwere.com
8.30am–5.00pm (AEST)

 

Cash account enquiries

1800 812 267
investorservices@jbwere.com
8.30am–5.00pm (AEST)

 

Intermediary desk

1800 036 101

Intermediary.Orders@jbwere.com

 

SMA enquiries

1800 529 762
sma@jbwere.com
8.30am–5.00pm (AEST)

 

At JBWere, we work hard to provide exceptional service. On an occasion where our service does not meet your expectations, we are here to listen, learn and work with you to make sure you receive the necessary support.  

 

If you have a complaint, you can contact:

  • your JBWere Adviser;
  • your local JBWere Head of Advice; or 
  • the JBWere Regulatory Compliance Manager.

 

Regardless of who you contact, every effort will be made to reach a resolution with you as quickly as possible.  

 

View our Complaints Handling Policy.

 

If you wish to contact the JBWere Regulatory Compliance Manager, please write to:

 

Manager, Regulatory Compliance
JBWere Limited
GPO Box 4370
Melbourne VIC 3001

 

If your complaint isn’t resolved to your satisfaction or within 30 days, you may have the right to take it to the Australian Financial Complaints Authority (AFCA), an independent complaints resolution body. 

 

AFCA is an external dispute resolution scheme that provides free advice and assistance to consumers and investors to help them resolve complaints relating to members of the financial services industry, including managed investment schemes, pooled superannuation trusts, financial advice, investment advice and sales of financial or investment products. You can contact them at:

What you need to know about the ASIC Protocol

Under the ASIC Reference Checking and Information Sharing Protocol, licensees must meet certain obligations.

We explain more about this protocol’s obligations and how they apply to licensees below.

What is this protocol?

The ASIC Protocol sets out obligations for licensees to undertake a reference check and share information on an individual seeking to be employed or authorised as a financial adviser or mortgage broker.

For further information, refer to ASIC’s media release.

Who does this protocol apply to?

Any Australian Financial Services Licensee (AFSL) or Australian Credit Licence (ACL) seeking to recruit into a role for either a Mortgage Broker or a Financial Adviser.

How do I request a reference from JBWere under this protocol?

Email all ASIC reference check requests to ASIC.reference@nab.com.au with the following documents:

Become a JBWere client

Join a private wealth management company with the industry-leading services, resources and network to help you enhance and preserve your wealth.
Now and for generations.