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Finding a financial adviser

Choosing a financial adviser is a bit like choosing a doctor or dentist – it's all about trust. You need to find someone that's qualified and experienced. But apart from having finance expertise, they also need to be someone you feel comfortable with.

We are proud of the quality of our BT Advisers and want to help more Australians benefit from their expertise. This is part of our  Advice Commitment.

If you're seeking more than general or one-off advice on your finances, there's a good chance you will have a continuing relationship with your financial adviser. As your circumstances change and markets shift, choosing the right financial adviser becomes even more important.

Check your BT Adviser's ratings at BT's Adviser View

As well as asking your friends and family to recommend good financial advisers, you might like to visit BT's Adviser View. This is a resource we built with our wealth specialists, BT, so you can see the reviews, ratings, qualifications and specialities of BT Advisers. Visit BT's Adviser View now.

Things you should know

BT Advice Financial Services Guide

BT Advisers are representatives of Westpac Banking Corporation ABN 33 007 457 141 AFSL & Australian Credit Licence 233714 (Westpac). BT is a division of Westpac. 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 101KB). 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 March 2016.