Tower Two International Towers 200 Barangaroo Avenue, Sydney, New South Wales 2000
Adam Cassidy
Detailed Information

BT Financial Group is one of Australia’s leading wealth management organisations.

We provide our customers with a full spectrum of wealth services, including investment, superannuation and retirement income products, investment platforms, financial advice, private banking and insurance solutions.

BT Group Licensees partners with like-minded professionals committed to maintaining the highest standards of quality advice to achieve the best possible outcomes for their clients.

Leveraging the strength, scale and stability of the BT Financial Group, members of our community have access to a range of innovative, market-leading services, either through our Australian Financial Services (AFS) licences, Magnitude and Securitor, or as part of our BT Select offering to AFS licence holders to support self-licensed businesses.

Some of our brands include:

  • Advance Asset Managment
  • Ascalon Capital Managers
  • Asgard
  • Bank of Melbourne Private
  • BT Select
  • Magnitude
  • Securitor
  • St.George Private
  • Westpac Private Bank

Contact Adam Cassidy, Practice Advice Specialist, BT Group Licensees –


Product Name
BT Financial Group