Business Details
50+ Years
experience
Your Trusted Financial Partner in Sydney
At BT, we have dedicated over five decades to empowering Australians to manage and grow their wealth through innovative technology, expert guidance, and tailored financial solutions. As part of the Westpac Group, we combine our 50-year heritage with cutting-edge platforms like BT Panorama to deliver seamless investment, superannuation, and retirement planning services. Our commitment to client-centricity drives us to continuously enhance digital tools, streamline processes, and prioritise security, ensuring advisers and investors alike benefit from efficiency, transparency, and robust protection against financial crime.Recognised for award-winning customer service and industry leadership, we advocate for quality financial advice while investing in employee development and the next generation of advisers. With a focus on compliance, sustainability, and community support, BT remains Australias market-leading platform provider, dedicated to helping clients prepare for their best financial future.
Services
Investment Solutions
Superannuation Services
Managed Accounts
Financial Planning
Retirement Strategies
SMSF Management
Portfolio Construction
Cybersecurity Support
Digital Consent Tools
Wealth Management
Details
- Year established: 1969
Highlights and features
- We offer 50 years of experience in wealth management and financial advice.
- Our award-winning BT Panorama platform delivers intuitive, secure technology solutions.
- We provide tailored managed accounts and portfolio construction tools for advisers.
- Our cybersecurity measures are backed by Westpac Groups enterprise security systems.
- We invest in adviser education and digital tools to enhance client engagement.
Services
Managed Accounts
BTs managed accounts deliver efficiency and scalability for advisers, enabling tailored investment solutions with transparency and real-time implementation. Advisers save time on administrative tasks, while clients benefit from professional portfolio management and equitable treatment during market changes. Our platform supports diverse investment styles and asset classes, ensuring flexibility to meet client needs.
Superannuation Services
BT Panorama Super offers end-to-end superannuation management, from accumulation to pension phases. Clients access a wide range of investment options and tools to streamline SMSF administration. Our solutions focus on compliance, tax efficiency, and flexible retirement income strategies to secure long-term financial stability.
Investment Solutions
BT provides diversified investment options, including ASX-listed securities, ETFs, managed funds, and SMAs. Our platform integrates with accounting software for seamless reporting, offering advisers and clients choice, flexibility, and tools to optimise portfolio performance across market cycles.
Cybersecurity Services
BT Panorama utilises two-factor authentication and real-time transaction monitoring to safeguard client data. Backed by Westpacs enterprise security systems, our measures protect against cyber threats, while educational resources help advisers and clients mitigate risks of fraud and scams.
Digital Tools
BTs digital consent workflow and integrated Record of Advice (RoA) streamline client interactions, reducing administrative burdens. Features like mobile app access, automated document uploads, and digital client engagement tools enhance efficiency and client satisfaction for modern financial practices.
People
Zac Leman
Head of Managed Accounts
Zac leads BTs managed accounts strategy, focusing on delivering scalable solutions for advisers. With expertise in portfolio construction and digital innovation, he drives initiatives to enhance efficiency and client outcomes.
Merryl Tidyman
Executive Manager Fraud & Financial Crime
Merryl oversees BTs efforts to combat financial crime, leveraging cybersecurity expertise to protect clients. She champions education and proactive measures to mitigate fraud risks across the advisory ecosystem.
Bryan Ashenden
Head of Financial Literacy & Advocacy
Bryan advocates for financial education, developing resources to improve client engagement. His work focuses on empowering advisers to communicate complex concepts and build client trust through transparency.
Annabelle Kline
Chief Product Officer
Annabelle leads product innovation at BT, prioritising digital transformation to meet evolving adviser and client needs. Her strategic vision enhances BT Panoramas capabilities as a market-leading wealth management platform.
Questions
What services does BT offer to financial advisers?
BT provides managed accounts, superannuation platforms, investment solutions, cybersecurity tools, and digital consent workflows to help advisers streamline operations and enhance client service.
How does BT Panorama improve adviser efficiency?
BT Panorama automates administrative tasks, offers real-time portfolio management, and integrates digital tools like client consent workflows to save advisers up to 15.7 hours weekly.
Is BT part of a larger financial group?
Yes, BT is part of the Westpac Group, leveraging its security infrastructure and 50-year heritage to deliver trusted wealth management solutions across Australia.
How does BT support client financial security?
BT employs advanced cybersecurity measures, educates clients on fraud prevention, and offers transparent investment options to protect assets and build long-term financial resilience.
Can clients access BT services digitally?
Yes, clients use the BT Panorama mobile app for 24/7 access to accounts, investment transactions, document sharing, and secure communication with advisers.
What awards has BT received?
BT has been recognised for service excellence, including the 2024 Customer Service Institute of Australia awards, highlighting its commitment to adviser and client satisfaction.
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