Financial advisers

If are wondering what is best for your circumstances, you should talk to a qualified and experienced financial adviser. The right financial adviser can help you to:

  • set your financial goals
  • devise strategies to reach your goals
  • choose investments that suit your needs
  • make informed financial decisions

Read more about:

Part of the Westpac Group, BT works closely with a range of financial planners around Australia, including Westpac’s network of financial planners and independent financial advisers. Choose from these options below:

Westpac Financial Planning

Part of the Westpac Group, BT works closely with Westpac’s network of financial planners. Read more about Westpac and BT.

Find out what to expect and how to arrange a no obligation meeting.

  • Call Westpac Financial Planning on 131 817
    8.30am - 5.30pm (AEST)
    Monday to Friday
  • Or pop into any Westpac branch

Referral to an adviser in your area

BT provides a whole range of services to advisers from many different financial planning practices.

We provide them assistance with our products and help to keep them up-to-date with the latest investment trends.

Simply complete the questionnaire below. We’ll match your details with our list of financial advisers giving priority to your selected area. You’ll then be provided with a list of advisers to choose from online.