Securitor Financial Group

Pinnacle Private Wealth is authorised through SECURITOR Financial Group Ltd which gives us access to over 400 individual approved investment, superannuation and insurance products.

Pinnacle Private Wealth chose Securitor from a number of other dealer groups as we believe that they offer the best possible solutions for our clients.

The Securitor network comprises of a select group of very experienced and skilled financial advisers who own and manage their own businesses with the ongoing support of BT Financial Group and Westpac Group.

Securitor is part of BT Financial Group, which is part of Westpac Banking Corporation ABN 33 007 457 141 (Westpac). Westpac also owns other companies that bear the "Westpac" and "BT" names. BT Financial Group is the wealth management arm of the Westpac Group.

Securitor was established in 1986 and has steadily grown to become one of Australia’s largest financial planning groups with a reputation for innovation and technical excellence. Securitor is owned by Westpac Banking Corporation (Westpac).

Today, more than 450 trusted financial advisers from around Australia operate under Securitor’s Financial Services Licence. They manage in excess of $15 billion for more than 70,000 clients, making Securitor one of the largest financial planning licensee’s in Australia.

Securitor and Westpac provide strong support with the aim of ensuring you receive advice that’s of a high quality.

Securitor ensures we are backed by excellent technical services experts, compliance professionals, paraplanners, financial planning software, administration platforms and more. All these resources ensure we can provide you with the most appropriate and effective financial advice for your individual needs.

Securitor advisers maintain professional standards above the industry average. Securitor requires its representatives to complete external assessments and annual training programs to stay at the forefront of best practice.

Like attracts like. Just as Securitor focuses on supporting innovation and the ability to do more, our advisers support their clients to strive for and achieve their goals.

Securitor Financial Group Limited “Securitor” provides the following range of services to our practice:

• Practice development support to assist us in managing our business
• Research and Approved product List
• Strategy and Technical support
• Continuing Education and Professional development and training
• Licensee Compliance services
• Fee for Service collection and brokerage handling facilities