Advice is at the heart of everything we do.

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

Building the future of quality advice.

JV with Renowned Financial Advice Investment Firm.

WT Financial Group has entered into a 50/50 joint venture with Merchant Wealth Partners Pty Ltd, the Australian subsidiary of New York-based Merchant Wealth Partners, LLC, to invest in Australian financial advice practices.


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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

Advice is at the heart of everything we do.

WT Financial Group Limited (ASX:WTL) is one of Australia's largest financial adviser networks. Through its Wealth Today, Sentry Advice, Synchron Advice, and Millennium3 subsidiaries, it enables around 400 privately-owned advice practices to deliver expert wealth management, retirement planning, and personal risk insurance services.

Our Group Operations

WT Financial Group Image

Recent ASX Announcements


Results of Annual General Meeting

WT Financial Group advises the results of its AGM in accordance with ASX Listing Rule 3.13.2 and Section 251AA(2) of the Corporations Act 2001.

November 28, 2025

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Annual General Meeting: Chairman & Managing Director Addresses

WT Financial Group provides copies of both the Chairman’s address and the Managing Director’s address delivered at the Company’s AGM.

November 28, 2025

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Notice of Annual General Meeting/Proxy Form

Notice is hereby given that an Annual General Meeting for WT Financial Group Limited will be a physical meeting in the Company’s office at Level 5, 95 Pitt St Sydney.

October 28, 2025

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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


WT Financial Group clear on 2026 strategy, rebrands retail advice arm

WT Financial Group reaffirms its strategic objectives for 2026 while announcing a refreshed identity for its consumer advice business.

Financial Standard

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February 4, 2026

Which licensees have outpaced the ASX 200 YTD?

Analysis of listed advice licensees reveals year-to-date share price performance, with two firms demonstrating significant year-on-year improvement.

Money Management

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December 15, 2025

‘Not just a compliance tool’: How AI is transforming WT Financial

WT Financial Group Managing Director Keith Cullen outlines the Company’s integration of artificial intelligence across business operations.

Money Management

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December 1, 2025

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