Skip navigation BT logo
Skip navigation
  • Home
  • Professional
  • Personal
  • About BT
  • Contact Us
  • Support
  • Login
BT logo
Login
  • BT Academy
    BT Academy
    BT Academy provides access to the latest ideas, trends and reports to help you realise new opportunities and assist with supporting your practice.
    News & insights
    • Regulatory & technical updates
    • Investment partner insights
    Practice management
    • Client engagement resources
    • Cyber and financial crime
    • Managing your business
    • Digital opportunities for advisers
    Strategies & technical resources
    • Private markets
    • Investing
    • Insurance
    • Retirement
    • Super & SMSF
    • Quality of Advice Review
    Training & events
    • BT Technical Services team
    • BT Panorama training
    • Events & webinars
    • Striver sponsorship
    • BT Learning Lab series
  • BT Panorama
    BT Panorama
    BT platforms provide one place to manage your clients' investments, SMSFs, super and insurance, supporting you and your clients to manage their wealth.
    BT Panorama
    • BT Panorama user hub
    • For advisers
    • For accountants
    • For advised investors
    • Steps for changing AFSL
    • Customer stories
  • Products
    Products
    Comprehensive and flexible wealth management solutions for your clients in the areas of investing, SMSF and super.
    Managed accounts
    • Managed Portfolios (SMA)
    • Managed Portfolios (SMA) - CoreSeries
    • Tailored Portfolios (MDA)
    • Adviser Portfolios
    • Investment managers
    Super & Retirement
    • BT Panorama Super
    • BT Panorama SMSF
    • Retirement solutions
    Investments
    • BT Panorama Investments
    • Available investments on BT Panorama
    • Challenger annuities via Asset Administrator
    • Challenger annuities via BT Panorama
    • Margin lending
    • Wholesale Plus Funds
    • BT Private Portfolio
    • BT Wellington Global Opportunistic Value Fund
  • Support resources
    Support resources
    Access forms & disclosures and learn more from our educational resources and webinars
    BT Panorama user hub
    • BT Panorama platform hints and tips
    Resources
    • Forms & disclosure
    • Target Market Determinations
    • Asgard EOFY
    • BT Panorama EOFY
    • FinCrime Prevention
    Prices & performance
    • Buy-sell spreads
    • Distributions
    • Investment cash interest rates
    • Performance figures
    • Unit prices
    Tools & calculators
  • Contact Us
  • Support
  • Home
  • Professional
  • Personal
  • About BT

The following form allows you to search all of BT.

    We use cookies for security purposes, to improve your experience on our site and tailor content for you. Our Privacy Statement explains how we use cookies.

    1. BT Academy
    2. News & insights
    3. Regulatory & technical updates
    4. HerAdvice
    BT Academy News & insights Regulatory & technical updates HerAdvice

    HerAdvice: Episode 8 – Are women the changing face of wealth?

    31 Jul 2024
    Podcast

    In this episode, Betsy Westcott, Financial Wellness Coach joins BT's Rachael Dickinson to consider the changing face of wealth in Australia.

    Recently, JBWere published a report entitled ‘The Growth of Women and Wealth’ which anticipates Australian women are set to inherit a significant portion of wealth in the coming decade. Together with the changing dynamics of how money is organised in households – where millennial women are often taking the lead – the question is “How will financial advisers support this changing face of wealth?”

    If you're wondering how to reach millennial clients and engage more effectively with women, this episode is for you.

    You can also access this podcast via Sound­cloud.

    BT Academy on iTunes
    BT Academy on Spotify
    Facebook
    Facebook--active
    Twitter
    Twitter--active
    LinkedIn
    LinkedIn--active
    email
    email--active
    weekly economic update podcast

    HerAdvice: Episode 7 – It’s never too late

    In this episode, Tara is joined by Kylie Wright from Ulton. Kylie is passionate about empowering her clients to reach their financial goals, especially women. Kylie speaks with us about how important it is for women to have strong financial literacy and outlines key strategies she uses with her clients to help women catch up their super balances following time out of the work force, asserting “It’s never too late."
    Pod­cast
    weekly economic update podcast

    HerAdvice: Episode 6 – International Women’s Day edition – Mind the (pay) gap

    In our first episode for 2024, we celebrate International Women’s Day. Sarah Conte of BT’s Advice Technical & Regulatory team chats with Christine Lusher from Lush Wealth about the role financial advisers can play in accelerating progress towards closing the gender pay gap.
    Pod­cast
    weekly economic update podcast

    HerAdvice: Episode 5 – Removing barriers to entry

    In our final episode for this year Tara Sutton, State Director at BT, sits down with Alisdair Barr, Founder and CEO of Striver. We look to the future and discuss not only how to attract young professionals to the industry and provide interesting, challenging careers for them but also how to retain great employees.
    Pod­cast
    weekly economic update podcast

    HerAdvice: Episode 4 – More than numbers: the power of empathy

    In this episode Tara Sutton, State Director at BT, speaks with Kathy Havers of Viridian Advisory. Kathy's career has spanned almost 25 years, and she discusses the need for diversity in the industry to allow clients to find an adviser with shared values – someone 'just like them'.
    Pod­cast
    weekly economic update podcast

    HerAdvice: Episode 3 – Diversity at the leadership table

    In this, our third episode, Tara Sutton, State Director at BT, speaks with Sharon McClafferty CEO Slipstream Group. Sharon's years of experience coaching leaders in the accounting and financial advice industries reveal that diversity at the leadership table has both employees and business owners asking the question "how can work be better?
    Pod­cast
    weekly economic update podcast

    HerAdvice: Episode 2 – The future of advice is bright with guest Jess Harris

    In this, our second episode, Tara Sutton, State Director at BT, speaks with Jess Harris, ClientAdviser, Wealth at MGD Wealth. Jess is passionate about Financial Advice and seeing the industry grow and thrive. Tara and Jess tackle the challenges faced by up and coming advisers and discuss the bright future of financial advice in Australia.
    Pod­cast
    weekly economic update podcast for 4th May 2020

    HerAdvice: Episode 1 – Embracing Diversity In Financial Advice

    A 5-part podcast series that asks female leaders in the industry how they see the future of advice. In this, our first episode, Tara Sutton, Head of Account Management at BT, speaks with Julia Newbould, managing editor, Conexus Financial and Stella Network Lead about the current state of the industry and what we can all do to see women in financial advice thrive.
    Pod­cast

    Things you should know: This commentary has been prepared by Westpac Financial Services Limited for use by advisers and must not be made available to any client. The commentary provides an overview only and should not be considered a comprehensive statement on any matter or relied upon as such. Projections given are predicative in character and whilst every effort has been taken to ensure that the assumptions on which the projections are based are reasonable, the projections may be based on incorrect assumptions or may not take into account known or unknown risks and uncertainties. The results ultimately achieved may differ materially from these projections. This commentary may also contain material provided by third parties derived from sources believed to be accurate at its issue date. While such material is published with necessary permission, Westpac Financial Services Limited does not accept any responsibility for the accuracy or completeness of, or endorses any such material. 

     

    BT Financial Group Logo
    • BT Academy
    • BT Panorama
    • Products
    • Support resources
    • About BT
    • PDS
    • Privacy Policy
    • Terms & Conditions
    • Accessibility
    • SPINs, USIs, ABNs
    • Contact us
    • Feedback and Complaints
    BT Financial LinkedIn BT financial YouTube

    The in­for­ma­tion on this web­site is pro­vided for the use of fi­nan­cial ser­vices pro­fes­sion­als only.

    The information shown on this site is general information only, it does not constitute any recommendation or advice; it has been prepared without taking into account your personal objectives, financial situation or needs and you should consider its appropriateness with regard to these factors before acting on it. The issuers of the products named on this website can be found in the relevant disclosure document. Read the disclosure documents for your selected product before deciding. Target Market Determinations for our products can be found here. Any taxation position described is a general statement and should only be used as a guide. It does not constitute tax advice and is based on current tax laws and our interpretation. Your individual situation may differ and you should seek independent professional tax advice. You should also consider obtaining personalised advice from a professional financial adviser before making any financial decisions in relation to the matters discussed hereto.

    © BT - Part of Westpac Banking Corporation