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


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

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Notice of Annual General Meeting/Proxy Form

Notice is given that the Annual General Meeting for WT Financial Group will be held as a physical meeting at the Company’s office, Level 5, 95 Pitt St, Sydney, NSW 2000, commencing at 10:30 AM AEDT on Tuesday, 19 November 2024.

October 18, 2024

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Renewal of Managing Director Contract

WT Financial Group Limited has renewed the executive services agreement with founder and managing director, Mr. Keith Cullen, for a new three-year term, effective from 1 October 2024, in accordance with Listing Rule 3.16.4.

October 10, 2024

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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


‘Proving what’s possible’: WT boasts over 50pc profit increase

Professional Planner reports on WT Financial Group’s full-year results, including the return to dividends for shareholders and the positive outlook for the future of financial advice.

Professional Planner

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August 12, 2024

WT Financial’s Cullen shares indicative FY24 results

Money Management provides coverage of WT Financial’s indicative results for the 2023–24 financial year, including the impact of the Millennium3 acquisition from Insignia Financial.

  Money Management

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August 12, 2024

Advice outlook ‘never been stronger’: WT Financial FY24 profit up 50%

IFA reports on WTL’s full financial year results which show underlying profit before tax improving by more than 50 percent for the fourth consecutive year.

IFA

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August 12, 2024


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