Why Choose a Westpac Financial Planner?

At Westpac Financial Planning, we have a team of financial advisers who are as committed to your goals as you are. Part of that commitment is to provide you with:

  • Trusted advice from Westpac Financial Planners – Westpac has been helping Australians with their finances for nearly 200 years and we have over 30 years of financial planning experience.
  • Service that meets the highest industry standards – our financial planners meet strict education, training and skills standards and are supported by teams of specialists in investment research and product solutions.
  • Advice from a wide pool of industry experts – Westpac Financial Planning offers a wide choice of well-researched investment options, from a range of Australian and international financial institutions. The strength of the specialist teams which our financial planners can call on at any time, means that you have access to the latest finance expertise, strategies and technical knowhow and a diverse range of quality investment products.

For your convenience, you can speak to us over the phone, via video or in person to discuss your circumstances. Our Westpac Financial Planners are located all across the country, so whether you’re looking for a financial adviser in Sydney, Melbourne, Perth or Toowoomba, we can help.

 

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Our advice commitment

Westpac Financial Planners stand behind an Advice Commitment that sets out the professional and service promises you can expect from us. This Advice Commitment means our financial advisers are held to very high standards, and they're always looking for ways to provide you with better service as well as the support and strategies you need to help you achieve your financial goals. It means we always put your interests first and if we get things wrong we put them right again.

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    First meeting is complimentary

     

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    Arrange a no cost initial appointment with a Financial Planner

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    Make an appointment with a Financial Planner

    1800 209 291

    8.30am-5:30pm, Mon-Fri

Things you should know
  • Westpac Financial Planners are authorised representatives of Westpac Banking Corporation, a licensed securities dealer. Conditions, fees and charges may apply. These may change or we may introduce new ones in the future. Full details are available on request. Lending criteria apply to approval of credit products. This information does not take into account your personal circumstances, so you should consider whether it's appropriate for you. View Westpac's Financial Services Guide (PDF 109kb). This is an overview or summary only and it should not be considered a comprehensive statement on any matter or relied upon as such. Read the disclosure documents for your selected product or service, including the Terms and Conditions or Product Disclosure Statement, before deciding. Unless otherwise specified, the products and services described on this website are available only in Australia from Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714. Information current as at June 2015.