Westpac new arrivals referral Program
Strengthen your service offering. Refer your new arrival clients to Westpac and earn a referral fee for your support.
Who’s the program for?
This program is for organisations and their agents who work with new arrivals to Australia. When you send your clients to us, you can earn a referral fee if they start their banking journey with Westpac and meet our program eligibility.
Why join the program?
Enhance your services
Help your clients access everyday banking with ease.
Provide added value
With a trusted, simple banking experience for new arrivals.
Connect your client
To a recognised bank committed to supporting them.
Earn a referral fee
When your client becomes a Westpac customer and meets program eligibility.
How the program works
1. Join the program
Sign up your organisation to be part of the Westpac Migrant Referrer Program. Your organisation and migration agents will need to meet certain criteria.
2. Refer new arrivals
Once you have permission from your clients, share your referral link with them. The link will direct them to a Westpac webpage to learn more about Westpac’s banking products and services.
3. Receive a referral fee
When your client opens an account and meets the simple criteria, Westpac will provide a referral fee to your organisation.
Here’s what you need to confirm about the organisation:
- It has been operating in the industry for a minimum of twelve months
- The registered business address
- It has an ABN and is registered for GST
- The registered company website.
| Organisation | Agent requirements |
|---|---|
| Migration Agency | Your migration agents are registered with the Office of the Migration Agent Registration Authority (MARA) https://www.mara.gov.au/ |
| Lawyers | Your Migration Lawyers are registered and hold a valid Legal Practitioner Number. |
| Education Agents | Your Education Agents hold a valid QEAC qualification issued by ICEF Academy (previously administered through PIER). |
The accreditation process for your organisation:
- Call and meet with one of our Business Development Managers (BDM) to chat through your referral opportunities, obligations, referral fee and accreditation process
- Submit your Referrer Program application (your BDM can assist) for due diligence checks for both your organisation and migration agents
- Have each of your registered agents complete an Individual Activation form
- Receive a Welcome email with your unique online referrer link
- You will receive ongoing support from your BDM.
Ready to get started?
Find your nearest BDM
Frequently asked questions
Yes. You must inform your client that you may receive a referral fee from Westpac, including the amount.
No. This referral program provides rewards only to organisations who take part in it.
Your organisation will receive a referral fee for each eligible client who qualifies.
The referral fee is paid within 60 days of your client meeting the criteria. We’ll release the funds to your organisation monthly if your client:
- Is new to Westpac and over 14 years of age
- Opens a Westpac Choice account
- Has had their identity confirmed using a foreign passport or document
- Makes 10 debit card transactions in 45 days of opening an eligible account.
Yes. There’s no cap on the number of clients you can refer.
When you register to become a referrer, depending on your industry, you’ll need to provide the following:
Referrer entities (company only):
- Certificate of the Registration of a Company, issued by ASIC
- ABN Certificate
- An accepted form of identification (e.g., front and back copy of driver licence, passport) for each Director, Beneficial Owner of a company.
Referrer individuals:
- An accepted form of identification (e.g., front and back copy of driver licence, passport)
- Evidence of registration/qualification in your respective industry:
| Industry | Documentation |
|---|---|
| Migrant Agent (Referrer individual) | Evidence that you’re a Registered Migrant Agent, with Certificate of Registration issued by Office of Migration Agents Registered Authority (MARN). |
| Lawyers | Evidence that you’re a registered Lawyer, with a Legal Practitioner Number. |
| Education Agents | Evidence that you’re a Qualified Education Agent Counsellor (QEAC). |
No, you can’t help your client decide which Westpac product is best for them. Instead, invite them to visit Westpac's website. If they're in Australia, they can talk to a banker directly online, via phone, or in branch.