Find a financial adviser
A qualified and experienced financial adviser can help you discover what’s best for your circumstances, take control of your future and set you up for life. BT can help you find the right adviser – just follow the links below to find an adviser through the Westpac Group, or through our external financial advice partners.
Not really sure where to start? If you're just starting out, would like to know more about financial advice or just want more help to find the right adviser for you, we can help. Call 1800 104 800 to start the conversation.
BT Financial Group
If you do not have a financial adviser the BT Financial Group provides access to licensed financial advisers through a number of its companies including: Magnitude, Securitor, Westpac Financial Planning and St.George Financial Planning. Learn more about BTFG.
Magnitude
Magnitude advisers are highly qualified and experienced in providing quality advice to Australians to help them reach their personal and financial goals. Our advisers are chosen for their outstanding professional expertise and have access to leading investment products and specialist research. With 60 advisers nationally, Magnitude have an outstanding track record of excellent client service, and are empowered to change clients’ lives for the better.
Westpac
Westpac is the responsible bank that has been helping Australians create and manage wealth for over 100 years. With national coverage and branches closer to the local community, our 400 specialist financial planners provide trusted, expert advice to help their customers achieve their financial goals. Westpac provides a diverse range of investment choices, including investments by our wealth management arm, BT Financial Group, and by external investment managers.
Speak to a Westpac Financial Planner.
Call 1300 130 272 (option 5)
Visit your local Westpac branch
Log on to www.westpac.com.au
Financial Planning Association
The Financial Planning Association of Australia (FPA) provides an online directory that will help you in finding a financial adviser who is an FPA member. All FPA practitioner members are committed to a code of ethics and high professional standards, over and above what is required by law. Find a Financial Planner through FPA.
Count Financial
Count Financial Limited (AFSL No. 227232) is Australia’s largest independently owned network of financial planning accountants and advisers. We advise clients at all levels on how to invest their money with our franchisee network consisting of over 400 firms across Australia. We educate our clients and help them make informed decisions about their future. Apart from providing traditional accounting services, Count Advisers help their clients in Financial Planning, Wealth Creation, Wealth Protection, Home Loans Investment Loans, Business loans and Leasing*.
*WA & ACT Members must be licensed under the Finance Brokers’ Control Act to provide Residential, Business lending and chattel mortgage finance
Visit the Find an Adviser section on our website to find a financial adviser in your area.
Genesys
Genesys has the experience, knowledge and resources to manage your wealth. We have around 360 advisers across Australia specialising in providing advice in a wide range of areas.
Our fully qualified, accredited advisers have the skills and experience to provide you with quality financial advice and tailor a solution specifically for you. We will also be transparent with fees for ongoing services. We know your future goals and dreams are about more than just numbers; so we take the time to really get to know you and what makes you tick.
Visit www.genesyswealth.com.au for a profile of each of our advisers and their areas of expertise or call us on 1800 066 577 and we can refer you to an adviser in your area.
Lonsdale Financial Group
Lonsdale Financial Group Limited (Lonsdale) is a dealer group supporting a network of over 250 financial advisers across Australia. Since 1985, Lonsdale has attracted qualified financial advisers and accountants with extensive industry experience. Lonsdale advisers are required to undertake ongoing professional development and training and provide their clients with a full range of financial planning services.
Contact us on the details below and we can refer you to a financial adviser in your area.
Phone: (03) 9916 6335
Email: office@lonsdale.com.au
Web: www.lonsdale.com.au/
Shadforth Financial Group
Shadforth Financial Group is one of Australia’s leading privately-owned fee for service financial advisory firms. The company specialises in providing highly customised, holistic financial solutions and services designed to meet your financial needs and objectives. Shadforth has over 100 highly qualified financial advisers at 15 locations across Australia.
Speak to a Shadforth Financial Adviser:
Call 1300 308 440 or visit our website to find your nearest Shadforth practice www.sfg.com.au
WHK Financial Planning
Right fit. That's something we think a lot about.
Because we believe if you surround yourselves with good people, good results will come.
Throughout Australia you will find our hardworking advisers delivering straightforward advice. Whether it’s financial planning or self managed super funds we give: better advice for a better life.
Web: www.whk.com.au/services/financial-planning.html
Phone: (03) 9522 0888
WHK Financial Planning Pty Ltd AFSL 238244 ABN 51 060 092 631. BT Funds Management Limited & BT Investment Management Limited ("BT") & by association Westpac Corporation Limited ("WBC") are holders of 5% or more of WHK Group Limited issued capital.
