Skip to main content Skip to main navigation
Skip to access and inclusion page Skip to search input

Trusted partners

Becoming an accredited referrer lets you diversify your business income, while elevating your client service offering.

 

Once accredited, simply follow the Referrer Guidelines (PDF 27KB), submit your client’s name and number on the simple Online Referral Form, and we’ll do the rest.

Your client's experience

  • One dedicated Home Finance Manager or Premier Relationship Manager, who’ll support them through to settlement.
  • Fixed and variable interest rates, for Owner Occupiers and Investors who are buying or refinancing.
  • Our full suite of home loans, including packages and offset.
  • Continued support with any future banking needs.

Your experience

  • No cost to join our Referral Program or to be accredited.
  • Simple Online Referral Form.
  • One dedicated Business Development Manager who'll support you. 
  • Added value that helps deepen your client relationships.

Eligible professions

To join the Referrer Program, you must currently operate and be formally qualified in one of the following industries:

  • Accountant
  • Bookkeeper
  • Conveyancer
  • Lawyer
  • Solicitor
  • Real estate agent

 

How the program works

Individuals and company Directors formally qualified in one of the above professions can join the Referrer Program.

You’ll just need to confirm that: 

  • you don’t hold a current mortgage broker accreditation
  • you're part of a professionally recognised body
  • you've been operating in the industry for over 12 months
  • you have a registered business address
  • if you're the Director, you hold the company’s ABN and are registered for GST
  • you must have a registered company website.

 

Things you should know

If any of the information related to (or provided by) Westpac Group that you rely on is printed, downloaded or stored in any manner on your systems, files or otherwise, please ensure that you update your systems and files with the most up-to-date information provided by us and rely only on such updated information.