BT Panorama Ten Years

In 10 short years, BT Panorama has emerged as a leading wealth platform in Australia and a trusted companion in your financial advice journey.

We understand that experience matters, which is why our people are backed by deep expertise and committed to helping you provide exceptional service to your clients.

As we look to the future, we remain dedicated to supporting the industry, as we strive to innovate and empower advisers like never before.

Through engaging webinars and podcasts on BT Academy and active participation in the Quality of Advice Review, advisers can gain the insights needed to navigate regulatory changes with confidence. 

Our HerAdvice podcast series and mentoring program fosters inclusivity, elevates diverse voices and perspectives and empowers the next generation of leaders, shaping a more vibrant financial advice industry.

By partnering with Striver through a series of events and educational resources we’re engaging with aspiring professionals to ignite their potential and kickstart successful careers in financial advice.

The past decade has been one of transformation within the wealth management industry, marked by regulatory shifts, technological advancements and evolving investor preferences. As we mark 10 years of BT Panorama, it’s not only time for celebration and reflection but also a moment to consider this future of wealth management platforms in the years to come.

Article by Matt Rady, CEO BT Financial Group

From dreamers to achievers: We meet Senior Client Service Specialist Leah Steele to find out why client service is an art form and how BT is helping Strategy First make financial dreams come true. 

From supporter to strategic leader: Michael Hutton reflects on 25 years in wealth management and how BT Panorama is helping HLB Mann Judd’s wealth division lead the way.
 

From accounting to planning: We talk to Tess Uncle about her journey into financial advice and how BT Panorama is helping Wybenga Financial deliver a different kind of planning.
 

Get started with BT Panorama

Download the BT Panorama app: Download on the App StoreGet it on Google Play

Important information

Information current as at 23 April 2024.

This Information provided in relation to the BT Benefits Now program contains material provided directly by third parties and is given in good faith and has been derived from sources believed to be accurate at its issue date. It should not be considered a comprehensive statement on any matter nor relied upon as such. While such material is published with necessary permission, no company in the Westpac Group accepts responsibility for the accuracy or completeness of, or endorses any such material. Except where contrary to law, we intend by this notice to exclude liability for this material.For questions related to the BT Benefits Now programme please contact via email: btbenefitsnow@btfinancialgroup.com. 

Westpac Group means Westpac Banking Corporation ABN 33 007 457 141.