BT is the wealth management brand of the Westpac Group, helping Australians from all backgrounds manage, grow and protect their money.

From our beginnings in 1969, we have fostered a strong culture of intelligent expertise and insights. We have strong financial services heritage in Australia, giving you the assurance that you are dealing with experienced and knowledgeable experts, supported by the strength and stability of the Westpac Group. 

Banking

BT's headquarters in Barangaroo, Australia

Matthew Rady

Sarnia van Kalken

Carolyn Pearson

Andrew Doyle

The Managers Team at BT is a diverse group of leaders responsible for overseeing various domains including brand engagement, process management, technical and regulatory compliance, IT environments, project support, finance, underwriting, sales, human resources, and business development. They ensure the seamless execution of strategies, projects, and operations to help Australians effectively manage, grow, and protect their wealth, leveraging the strength and stability of the Westpac Group.

Managers Team

The Engineering and Technical Team at BT is responsible for designing, developing, and maintaining the technology solutions that support our wealth management services. This includes creating robust software architectures, ensuring system reliability and performance, and enhancing user experiences across digital platforms. The team leverages advanced technical expertise to deliver seamless and innovative solutions, ensuring our clients can efficiently manage, grow, and protect their financial assets.

Engineering and Technical Team

The Business Analysis and Strategy team at BT focuses on leveraging data analytics, market research, and strategic planning to drive business growth and improve financial products and services. Comprised of senior analysts and strategists, this team collaborates to provide actionable insights, optimize business processes, and formulate strategies that align with BT's wealth management goals, ensuring they meet customer needs while maintaining the company's strong financial heritage.

Business Analysis and Strategy

The Leadership Team at BT is responsible for defining the strategic direction, overseeing high-level operations, and ensuring the successful execution of the company's vision. Comprising roles such as the Chief Executive Officer, Chief Financial Officer, and Chief Risk Officer, among others, this team provides expert guidance across various domains, ensuring cohesive and efficient management while upholding the integrity and stability of BT's wealth management services within the Westpac Group.

Leadership Team

The National Management team at BT oversees various critical functions including insurance product management, operational efficiency for Asgard, client relationship services, business transformation initiatives, specialized services, and national operational management. This team works collaboratively to ensure seamless service delivery, innovative product offerings, and overall strategic growth within BT's wealth management framework, leveraging their extensive expertise and the robust support of the Westpac Group.

National Management

The Product Management Team at BT is responsible for the development, enhancement, and implementation of financial products and services within the wealth management sector. They focus on transforming existing products, managing margin lending and online share trading platforms, and ensuring effective communication and strategic market positioning. This team plays a critical role in driving innovation and delivering solutions that meet the diverse financial needs of Australians, supported by BT's strong heritage and the stability of the Westpac Group.

BT

Org chart

Teams

Managers Team

Engineering and Technical Team

Business Analysis and Strategy

Leadership Team

National Management

Product Management Team

Offices

BT

Org chart

Teams

Managers Team

Engineering and Technical Team

Business Analysis and Strategy

Leadership Team

National Management

Product Management Team

Offices

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