BT

Tim Howard, BT Technical Consultant, will be taking to the big stage and joining the panel for the next Striver #brimstone event in Melbourne, on 8th April. Event details & ticket information in comments below.  

To celebrate International Women’s Day on the 8th of March, listen to our top 3 HerAdvice podcast episodes. In these episodes, three inspiring financial female leaders generously share their stories and wisdom. Listen now to HerAdvice podcast - https://lnkd.in/gFecrXkh  🎙️ The real value of advice for mid-life women with guest Tess Uncle - https://lnkd.in/gsuThfbh 🎙️ The future of advice is bright with guest Jessica Harris - https://lnkd.in/gP8brEwg 🎙️ Embracing Diversity in Advice with guest Julia Newbould - https://lnkd.in/gh8_mc3U #BTAcademy #IWD2025 #HerAdvice #MarchForward

We’re excited to celebrate that Investment Trends has recognised BT Panorama as having the Best Client Portal & Mobile Platform*.     We pride ourselves on service and take the time to really listen to our advisers. This allows us to create market-leading digital experiences that are intuitive and simplify tasks and reporting.      Learn more about BT Panorama’s digital capabilities: https://lnkd.in/gYkTA57R     *December 2024 Platform Competitive Analysis and Benchmarking Report     #BTAcademy #WealthManagement #FinancialAdviser 

As we head into the festive season, we would like to thank our valued customers for your continued support throughout 2024. We are proud to deliver exceptional service to our advisers and customers, and to be recognised as Best Platform, 2024.  We look forward to continuing to create a superior platform experience for our clients in 2025.     Happy holidays🎄    #BTPanorama

Tim Howard from BT’s Technical Services team answers some frequently asked questions on super, tax and social security issues. This time he’s tackling the rules around the use of self-managed superannuation funds to make property investments. Learn more: Ask an expert: https://lnkd.in/guDAV7Jr #personalfinance #super #property Image (Getty) 

🎙 New HerAdvice podcast episode out now.    In our final episode of the year, we chat to Viviane Parsons, founder and practice director of boutique firm, Lux Financial Planning. Viviane reveals how empowering others – whether by helping clients, providing support services or advocating for young women entering the industry – is not only good for business but benefits the financial advice industry as a whole. Listen now: https://lnkd.in/gpNZMJEz    🎧 Listen to our previous podcasts here: https://lnkd.in/gFecrXkh Tara Sutton BT Lux Financial Planning #HerAdvice #Podcast

It was fantastic to spend time with our BT teams across Perth, Adelaide, and Sydney for our annual BT Employee Roadshow last week. Great to hear from our guest speaker Andrew May who shared some excellent insights with us on high-performance, resilience, and being adaptable in the face of change - our only constant. Special thanks to our wonderful City Hosts - Annette Powe, Lauren B., Andrea Chaplin OLY, Lisa Adams, Helen Milne, Thuy Wong - and to our fantastic team - Jarrad Caines, Jo Dean, Anoushka Heming, Kate Skokan - for bringing our Roadshows to life.   Thank you to everyone who joined, engaged, and shared your perspectives. Your energy and ideas are what make BT a standout team, and I’m excited to see what we’ll achieve together in 2025 and beyond. Let’s keep the momentum going!   #BT #EmployeeRoadshow #Teamwork

Conexus Financial was honoured to host Minister for Foreign Affairs Penny Wong for a wide-ranging discussion on geopolitics and international relations as part of our Political Series in partnership with BT. In conversation with Colin Tate AM, Senator Wong traversed the US alliance under the second Trump administration, Australia’s relations with China and the Pacific and the role of institutional capital in solving global challenges such as climate change. Thank you to Senator Wong and to BT CEO Matthew Rady and the team for their support of this series. #PennyWong #PoliticalSeries #ConexusFinancial

We had a lot of fun hosting Striver’s Brimstone event last month in Sydney. BT’s Jason Brown and Tonya Ripley had the opportunity to share their inspiring stories to the next generation of advice professionals. These events are a great opportunity for students, graduates and career-changers to learn more about careers in wealth management and grow their professional network.   #BT #Striver #WealthManagement #FinancialAdviser 

Congratulations to our Change & Capability team who were recognised as ‘Service Champions’ at last week’s CSIA Customer Service Institute of Australia Awards in Melbourne. BT was also recognised as finalists in the ‘Service Excellence in a Large Contact Centre’ and ‘Customer Service – Continuous Improvement’ categories. This recognition reflects our continuing dedication to our clients and customers. Congratulations everyone! Learn more about BT Panorama, the platform is backed by exceptional support from our dedicated customer service team - https://lnkd.in/gzc6AGQ8 #BT #BTPanorama #Financialadvice #Customerservice