Building the future of quality advice.

Welcome to WT Financial Group (ASX:WTL).

WT Financial Group Limited has established itself as amongst the very largest financial adviser networks in Australia. Its wealth management, retirement planning, and personal risk insurance advice services are delivered primarily through a group of around 400 privately-owned advice practices whose advisers operate as authorised representatives under its Wealth Today, Sentry Advice, Synchron Advice, and Millennium3 subsidiaries.


Our Group Operations

Enhancing long-term shareholder value.

Chelsea Pottenger joins WT Financial Group Board.

WT Financial Group is pleased to announce the appointment of Mrs. Chelsea Pottenger as a Non-Executive Director. Mrs. Pottenger, is widely acknowledged as one of Australia's most popular and recognised keynote speakers and corporate wellbeing presenters. As the founder of EQ MINDS, a prominent corporate wellbeing organisation, Mrs. Pottenger brings a wealth of expertise and insight to the Group.


Our Board & Executive Team

Delivering consistent growth.

FY2024 Full Year Results.

WT Financial Group has released its audited accounts for the full year to 30 June 2024, with the Company’s underlying business operations recording a 15.5% increase in revenue to $185.4 million, resulting in a 51.4% increase in underlying NPBT to $4.4 million. Solid operating cash flow led to a more than 50% increase in year-end cash to $8.1 million, and the Board has declared a fully-franked dividend of 0.5 cents.


Our ASX Announcements

Recent ASX Announcements


Half Year Results to 31 December 2025 – Webinar Presentation Deck

WT Financial Group is pleased to provide the presentation deck from its investor webinar on the company’s indicative results for the half-year ending 31 December 2024.

February 6, 2025

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Half Year Results to 31 December 2025 – Indicative Results and Investor Webinar

WT Financial Group anticipates a 33.5% increase in H1 FY25 revenue to $106.3M (PCP: $79.6M) and a 35.8% rise in underlying net profit before tax to $2.45M (PCP: $1.81M).

February 4, 2025

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Results of Annual General Meeting

WT Financial Group is pleased to announce the results of its Annual General Meeting held on Tuesday, 19 November 2024, in compliance with ASX Listing Rule 3.13.2 and Section 251AA(2) of the Corporations Act 2001.

November 19, 2024

Download PDF »


Building the future of quality advice.

WT Financial Group Limited has established itself as amongst the very largest financial adviser networks in Australia. Its wealth management, retirement planning and personal risk insurance advice services are delivered primarily through a group of around 400 privately-owned advice practices whose advisers operate as authorised representatives under its Wealth Today, Sentry Advice, Synchron Advice, and Millennium3 subsidiaries.

The Group’s B2C division delivers a range of financial advice services directly to wholesale and retail clients through its Spring Financial Group brand.

The Group’s Wealth Adviser division is the Company’s central services and support hub and also offers market-leading services and solutions to advisers and their clients outside of WTL’s subsidiary cohorts including through regular in-person and livestreamed seminar and professional development programs and the publication of a library of more than 100 financial literacy handbooks and manuals in both digital and printed formats.

Learn more about our group operations »

Recent Press and Presentations


‘Big win for the profession’: The importance of education reform

In this episode of The ifa Show, host Keith Ford is joined by WT Financial Group’s Managing Director, Keith Cullen, to break down the government’s recent adviser education reform announcement. They discuss what these changes mean for the industry and why a pragmatic approach is essential in creating pathways to bring in new advisers.

IFA

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February 12, 2025

Scaling up a ‘bigger, better and stronger’ advice network

Money Management covers WT Financial Group Managing Director Keith Cullen’s remarks that the firm is focusing inward for its M&A strategy, aiming to help its practices become “bigger, better, and stronger.”

  Money Management

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February 6, 2025

WT Financial Group flags robust half-year results

Financial Newswire provides coverage on WT Financial Group, which has flagged a strong half-year result, with a 33.5% increase in underlying revenue and a 35.8% rise in Net Profit Before Tax.

Financial Newswire

Read Article (External Link) »

February 5, 2025


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