BT Financial Group Offers Reliable Wealth Management

BT Financial Group, a leading provider of wealth management services, has a long history of helping individuals and families achieve their financial goals.

The company offers a range of investment options, including superannuation, retirement savings, and investment portfolios.

With a dedicated team of financial experts, BT Financial Group provides personalized advice and guidance to help clients make informed decisions about their wealth.

Their services are designed to be flexible and adaptable to meet the changing needs of their clients, making them a reliable choice for wealth management.

For another approach, see: Private Wealth Services

BT has a long history dating back to 1969.

The company specializes in wealth management and financial advisory services, offering a range of services including superannuation, investments, and insurance.

BT Financial Group is based in Sydney, New South Wales, and primarily serves the financial advice industry.

Their wealth management platform, BT Panorama, provides intuitive technology and a range of features to enhance the financial advice process.

This platform is a key part of their services, offering tools and support to financial advisers.

AMP Super Fund is focused on growth, with John Allmey at the helm as national manager, strategic partnerships. He brings over 25 years of experience in institutional sales and deep industry relationships to the role.

AMP Super Fund is a part of the AMP Super business, which was transferred into the Mercer Super Trust in April last year. The appointment of Allmey follows the sale of BT Investment Solutions (BTIS)/Advance Asset Management business to Mercer.

BT Financial Group offers a range of financial products and services, including managed investments, margin lending, and retirement income streams. Westpac customers have access to these products through BT.

You can monitor other investments with BT Financial Group by logging in to Westpac Share Trading or BT Online.

BT Financial Group is a company that specializes in wealth management and financial advisory services within the financial sector. They've been around since 1969, with their roots in Sydney, New South Wales.

Their main focus is on serving the financial advice industry, providing tools and support to financial advisers. This is where their wealth management platform, BT Panorama, comes in – offering intuitive technology and features to enhance the financial advice process.

BT Financial Group also offers services in superannuation, investments, and insurance, making them a one-stop-shop for financial needs. They're based in Sydney, with a long history of providing financial guidance to their clients.

AMP has named John Allmey as national manager, strategic partnerships, effective on 9 December. He brings over two decades of experience to the role.

Allmey was previously with BT for over six years and was the head of key accounts at BTIS/Advance Asset Management for eight years. He also led key accounts for almost 17 years before the merger of St George Bank and Westpac in December 2008.

AMP Super Fund is focusing on growth, and Allmey will oversee this effort in his new role. AMP general manager for workplace solutions, superannuation, and investments, Briony Barclay-Ridge, is thrilled to welcome him to the team.

John Allmey has over 25 years of experience in institutional sales and has deep industry relationships that will help AMP deliver on its strategy. He's excited to join the AMP team and help Australians achieve better retirement outcomes.

Estelle Liu, a former Aware Super executive, was appointed to a newly created role of retirement solutions at AMP earlier this year. She's tasked with driving and accelerating the next growth phase of North, AMP's wrap investment platform.

Related reading: Managing Your Own Retirement Portfolio

Investing with BT offers a range of financial products and services, catering to personal investors, financial advisers, and institutional investors. Westpac customers have access to these services, including managed investments, margin lending, and wrap platforms.

You can monitor your investments by logging into Westpac Share Trading or BT Online. This allows you to keep track of your investments and make informed decisions.

BT Portfolio Services Ltd operates Panorama Investments and BT Invest, and administers Panorama Super and BT Super Invest. BT Funds Management Limited is the trustee and issuer of Panorama Super and BT Super Invest, which is part of Retirement Wrap.

Here are some of the financial products and services offered by BT:

It's essential to obtain and consider the Product Disclosure Statement (PDS) before deciding to invest in any of these products. You can contact BT on 1300 881 716 or visit their website to obtain the PDS.

Westpac Banking Corporation wholly acquired BT Financial Group (BT) in 2002. This acquisition has played a significant role in shaping BT's current status as one of Australia's leading wealth management companies.

BT has been helping Australians protect, manage and grow their wealth since 1969.