We’re proud of our BT people. Meet David, whose open and commercial mindset helps him cut through the ‘noise’ to distil information.
Let's get started
Talk to us about how BT Panorama can help you.
Meet David Morrissey, Head of Margin Lending
David Morrissey is our Head of Margin Lending.
His team is responsible for managing our high-value customers and new business opportunities across multiple channels. “When there’s a lot of complex things going on, I like to get to the core of it and then deliver on what the outcome’s expected to be,” he explains.
He sees his job as primarily to listen to advisers, develop products around what they are looking for and then deliver that service through the relationship teams.
David likes to take a considered response – by taking a step back; to not immediately react, but rather listen.
At the end of the day, I think we’re a relationship business and listening and delivering for our clients is key.
Clare Burns, National Manager – Operations
“As an organisation, we really do care about the customer… we are focused on doing the right thing for them.”
Jess Mather, Senior Process Optimisation Manager
"You never have to go far at BT to find somebody that’s 100 per cent like-minded, with the adviser at the front of every decision.”
Luke Drew, Senior Product Manager – Managed Accounts
“We’re tested, we’re tried… our history is pretty unique.”
Charlotte Dunstone, Brand and Advertising Lead
“The best part of my role is bringing the BT brand story of expertise and service out to the adviser market through advertising, sponsorships and exciting events to create engagement.”
Sam Young, Head of Super, Investments & Insurance
“Our goal is to make it as easy as possible for our customers to manage their investments and advisers to manage their business.”
Merryl Tidyman, Executive Manager, Fraud and Financial Crime
“Retrieving stolen funds when all hope was lost – that’s the best feeling.”
Get started with BT Panorama
Additional Information
*BT Panorama was named 'Best Mobile Platform' and 'Best Client Portal' in the 2022, 2021, 2020, 2019 and 2018 Investment Trends Platform Competitive Analysis and Benchmarking Report.
Awards are opinions only and are not recommendations and are only one factor to be taken into account when deciding to acquire, dispose or hold interests in BT Panorama. Awards are current at the time of publication but are subject to change.
Download the BT Panorama app: 
