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  2. 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.

  3. 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 ...

  4. 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 ...

  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. 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 ...

  7. David Morgan (businessman) - Wikipedia

    en.wikipedia.org/wiki/David_Morgan_(businessman)

    He was appointed CEO in 1999. While David was CEO of Westpac, it was assessed as the global sustainability leader for the banking sector in the Dow Jones Sustainability Index from 2004 to 2007. In December 2006, he announced that he would not be seeking another term as CEO of Westpac, and in 2008 he retired from the position. [10]

  8. Gen Z is 65% less likely than Boomers to turn to financial ...

    www.aol.com/gen-z-65-less-likely-160000905.html

    Americans who would turn to social media first are more likely to try financial hacks like envelope budgeting (29% have tried, compared to 14% of those who would turn to other sources of financial ...

  9. St.George Bank - Wikipedia

    en.wikipedia.org/wiki/St.George_Bank

    On 9 May 2008, Westpac and St.George released communications outlining an intention to merge, [11] which was approved by St.George shareholders on 13 November 2008, and upheld by the Australian Federal Court on 17 November 2008. Immediately following the court decision, Paul Fegan announced his resignation as CEO and managing director.