At BT, we’re much more than a platform. We’re a group of passionate, committed experts dedicated to helping advisers and clients to thrive.
Here, we celebrate some of the team.
Let's get started
Talk to us about how BT Panorama can help you.
Meet Stephen Wong, Head of Platform Menu
Stephen started at BT, fresh out of Uni, in our contact centre some 11 years ago – now, he’s in charge of the investment menus, cash and term deposits on BT Panorama.
He enjoys the variety of his role; from creating more investment choices for the platform to exploring and reviewing the volume of investments we offer.
Stephen says, “ I’m always looking at the right outcome – should we do this, could we do this”
BT, like our advisers, have been through a lot of change in the past few years and we’re now coming through it as a simpler, stronger 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.”
Luke Drew, Senior Product Manager – Managed Accounts
“We’re tested, we’re tried… our history is pretty unique.”
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.”
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.”
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: 
