We’re proud of our BT people. Meet Sam Young, for whom “no two days are ever the same!”
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Meet Sam Young, Head of Super, Investments & Insurance
Sam Young is our Head of Super, Investments & Insurance. Improvement is the name of the game for him. Whether it’s a process, a platform feature or a form, he and his team are always trying to find better ways of doing things, with simplicity at the core.
Sam enjoys making a positive difference for advisers and clients.
In developing a platform enhancement that makes an adviser’s role easier, for example, Sam measures success as creating meaningful impact for advisers and their clients. Whatever emerging priority each day brings, Sam’s there to sort it out!
Our goal is to make it as easy as possible for our customers to manage their investments and advisers to manage their business.
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.”
David Morrissey, Head of Margin Lending
“At the end of the day, I think we’re a relationship business and listening and delivering for our clients is key.”
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.”
Luke Drew, Senior Product Manager – Managed Accounts
“We’re tested, we’re tried… our history is pretty unique.”
Tara Sutton, State Director, Distribution QLD
“I know where we are, I know where we are going, and I know how we’re going to get there.”
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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.
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