Information for advice professionals only.



Host: Sean Aylmer, Business journalist

Guest speaker: Tara Sutton, State Director, BT

Synopsis: Vertical Integration in Financial Planning refers to bringing processes, production and or execution of advice in-house. Advisers take greater control, and they are remunerated for it. The accepted wisdom in Australia is that vertical integration in financial planning is not a good idea. In the United Kingdom, it is quite prevalent.

Things you should know: This commentary has been prepared by Westpac Financial Services Limited for use by advisers and must not be made available to any client. The commentary provides an overview only and should not be considered a comprehensive statement on any matter or relied upon as such. Projections given are predicative in character and whilst every effort has been taken to ensure that the assumptions on which the projections are based are reasonable, the projections may be based on incorrect assumptions or may not take into account known or unknown risks and uncertainties. The results ultimately achieved may differ materially from these projections. This commentary may also contain material provided by third parties derived from sources believed to be accurate at its issue date. While such material is published with necessary permission, Westpac Financial Services Limited does not accept any responsibility for the accuracy or completeness of, or endorses any such material.

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