Financial Planners

Westpac Financial Planning helps people achieve their financial goals through expert advice, proven strategies and access to a wide range of investments from different fund managers.

Our Consumer Financial Planners provide financial advice to personal investors on retirement planning, life insurance, borrowing to invest, and superannuation strategies.

Our Business Financial Planners advise companies on employee superannuation, investments, cash flow management, insurance, finance and capital.

At Westpac Financial Planning, our planners are supported through leading edge technology, tools and resources in these areas:

Induction and ongoing career development
Technical strategies
Product and research
Coaching
Practice development
Marketing
Para Planning

We offer a full career path for people who are passionate about delivering high quality financial advice, from being an entry level financial planner to running your own practice. We are also continuing to invest in building the support, the services and the environment that will attract the right financial planners.

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Branch & call centre roles:

QLD and TAS roles
All other states

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General advice on this website has been prepared without taking into account your objectives, financial situation or needs. Before acting on the advice, consider its appropriateness. Consider our disclosure documents, which include Product Disclosure Statements (PDS) for some products. The PDS is relevant when deciding whether to acquire or hold a product. View our Australian Prudential Regulation Authority Registrable Superannuation Entity (RSE) Licence & Registration numbers.

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