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Our Services

Through innovation, collaboration and the highest level of professionalism, we have built a culture that is committed to delivering best practice services that help ensure your business reaches its full potential.

We partner with advisers to provide:

Practice Management Support

Our Practice Managers and Practice Implementation Managers tailor their approach to help you achieve operational excellence. Working in-office, they will assess your business needs and leverage the full resources of BT Financial Group to deliver targeted solutions.

Compliance Services

In an increasingly rigorous regulatory environment, we work closely with you to help ensure that your compliance obligations are met. Our approach is to interpret and communicate compliance requirements in an easy to understand and practical manner, enabling you to conduct business with confidence.

Research and Strategy

BT Advice Research provides a solutions based quality Research offer. The team operates an end to end model that promotes the best outcomes for your clients and supports your fiduciary obligations.

Technical Services and Support

You will have direct access to a team of technical specialists and regular publications to keep you and your clients up-to-date with the latest opportunities and changes.  Our team of experts are on hand to assist you with the answers you need to provide high quality, informed advice.

Professional Development and Peer Learning

At Securitor, we pride ourselves on the quality and diversity of our programs, the flexibility of our delivery options and our commitment to taking a leadership position on adviser education. Our events are designed to enhance your industry knowledge, technical capability and to help you meet your continuing professional development (CPD) requirements in multiple areas.

Marketing Resources

Our marketing and communication tools are designed to promote your business, your expertise and your brand, helping you attract new prospects and provide a high level of ongoing service to your existing clients.

Software Solutions

Access is available at preferred rates to a range of financial planning software, tools and dedicated support to help drive efficient operations in your office.