5.0
May 25, 2026
Recommend
CEO approval
Business Outlook
Pros
The resources offered to advisors is second to no one in this industry. We have good trainings from elites in the industry who we can use as resources.
Cons
WestPac has the most modern and streamlined process and philosphy packaged together. The only complaint I have with WestPac is the CRM smart office is anethma to the value that we as reps are providing to clients. It shouldn't be this counter intuitive, clunky, or have such a steep learning curve to move clients through the process...