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Get to know westpac wealth partners - wealth strategy partners

Westpac Wealth Partners was a brand under which Westpac's salaried financial planners and wealth advisors operated. It was part of the BT Financial Group, the wealth management arm of Westpac Banking Corporation, one of Australia's "big four" banks. The division provided a range of services including financial planning, investment advice, superannuation, and insurance to Westpac's customers. Following intense scrutiny during Australia's Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry, Westpac announced in March 2019 that it would exit the personal financial advice business. The operations of Westpac Wealth Partners were subsequently wound down, and the business was closed.

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Financial Wealth ManagementPRIMARY
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westpac wealth partners - wealth strategy partners

United States

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1860 (166 Years)

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

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A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.