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Financial Planning Services

 

Financial Planning Services (FPS) supports the Westpac Financial Planning network. We achieve this through the provision of quality services including practice development, technology, paraplanning, compliance, product & research, technical services, marketing and communications.

The FPS division sits within BT Financial Group (BTFG) and Business & Consumer Banking, giving you 'the best of both worlds' by working with both the wealth management and retail banking divisions of Westpac. The team supports our Financial Planners in the provision of quality advice, to build Australia's leading financial advice business.

Westpac has specialist financial planners who provide financial, insurance and investment advice to business owners and managers of companies of all shapes and sizes. They have both the experience and training to offer well-thought out, customised solutions tailored to customers' needs.


Find out what it's really like to work in Westpac's Financial Planning Services team



Robin Hutchens


Robin Hutchens
National Manager, Private & Middle Markets
BT Financial Group

"The truth is the enormous size of the bank can be frustrating at times because of the rigidity of the organisational structures in place, which are necessary in an enterprise of this magnitude. The opportunities that are available to you here, the things you can do, and the impact you can make on the financial industry in this country is inspiring. Westpac has created a dynamic and supportive environment that really lets you leave your mark. I've always felt that I was making a vital contribution to something important here."



Angela Tatarow


Angela Tatarow
Senior Analyst
BT Financial Group

"I really enjoy working with the product managers. By helping them to better understand their products financials; they're able to make more-informed, strategic decisions about their products. You need to be very flexible and responsive to the demands of the moment, and also proactive in the support and advice you provide."

 

 

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