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  2. Westpac - Wikipedia

    en.wikipedia.org/wiki/Westpac

    Westpac Banking Corporation, also known as Westpac, is an Australian multinational banking and financial services company headquartered at Westpac Place in Sydney, New South Wales. [ 2 ] Established in 1817 as the Bank of New South Wales , it acquired the Commercial Bank of Australia in 1981 before being renamed to Westpac Banking Corporation ...

  3. Banking in Australia - Wikipedia

    en.wikipedia.org/wiki/Banking_in_Australia

    Banking in Australia is dominated by four major banks: Commonwealth Bank, Westpac, Australia & New Zealand Banking Group and National Australia Bank.There are several smaller banks with a presence throughout the country which includes Bendigo and Adelaide Bank, Suncorp Bank, [1] and a large number of other financial institutions, such as credit unions, building societies and mutual banks ...

  4. BT (wealth management) - Wikipedia

    en.wikipedia.org/wiki/BT_(Wealth_Management)

    BT, formerly BT Financial Group, is a financial-services company based at Tower Two, International Towers, Sydney, with operations in both Australia and New Zealand.. In 1969, BT began as the Australian subsidiary of the Bankers Trust Company of New York, Bankers Trust Australia.

  5. Australian regulator sues Westpac for staffer's poor ... - AOL

    www.aol.com/news/australian-regulator-sues...

    An Australian regulator filed a lawsuit against No. 2 lender Westpac Banking Corp over a financial planner it alleges gave poor advice for years, upping its scrutiny of a sector already under fire ...

  6. 9 bank accounts with built-in budgeting tools to help track ...

    www.aol.com/finance/9-bank-accounts-built...

    SoFi’s budgeting tools include expense tracking, spending charts and alerts for upcoming bills. What we like: SoFi provides a financial dashboard that allows users to link multiple accounts ...

  7. List of personal finance software - Wikipedia

    en.wikipedia.org/wiki/List_of_personal_finance...

    Fee-based in-house financial planning. Primarily a wealth management company that provides free services to non-clients. Offers financial advising for a fee, which establishes a client-fiduciary relationship that they claim makes them less incentivized to sell private client data as they are bound by law to act in their client's best interests ...

  8. Financial plan - Wikipedia

    en.wikipedia.org/wiki/Financial_plan

    A financial plan can also be an estimation of cash needs and a decision on how to raise the cash, such as through borrowing or issuing additional shares in a company. [3] Note that the financial plan may then contain prospective financial statements, which are similar, but different, to those of a budget. Financial plans are the entire ...

  9. Big Four (banking) - Wikipedia

    en.wikipedia.org/wiki/Big_Four_(banking)

    Westpac; A longstanding policy of the Federal Government in Australia has been to maintain this status quo, called the four pillars policy. The policy has been maintained through the Global Recession of 2008–09, as Westpac acquired St George Bank and the Commonwealth Bank acquired Bankwest, reinforcing the special status of the "big four".