Advice is at the heart of everything we do.

Welcome to WT Financial Group (ASX:WTL).

WTL has established itself as one of the largest financial adviser networks in Australia, delivering wealth management, retirement planning and personal risk insurance advice services through well over 500 professional advisers across around 400 privately-owned practices. With a focus on delivering comprehensive, client-centric services, WTL empowers advice practices to excel in a rapidly evolving market environment.


Our Group Operations

A new growth model for financial advice.

Pioneering a new approach to practice growth.

Through our joint venture with Merchant Wealth Partners, WTL & MWP Investco is providing long-term, non-controlling capital to high-potential advice practices — helping them corporatise, consolidate, and grow while preserving their entrepreneurial independence.


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Enhancing long-term shareholder value.

Five consecutive years of record results.

From $12.8 million in gross revenue in FY2021 to $217 million in FY2025, WTL has delivered consistent, profitable growth — underpinned by a founder-led management team with an average tenure of more than nine years, a scalable platform, and industry-leading adviser engagement.


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

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Recent ASX Announcements


Appointment of CFO

WT Financial Group is pleased to announce the appointment of Michael Peters as Chief Financial Officer. Mr Peters brings over 30 years’ experience across financial services, banking and listed markets.

April 8, 2026

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H1 FY2026 Half Year Results Commentary

WT Financial Group has released its half-year results for the period ended 31 December 2025, reporting underlying NPAT of $2.55M – up 20.8% on the prior corresponding period.

February 27, 2026

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H1 FY2026 WTL Dividend/Distribution

WT Financial Group advises the declaration of a fully franked interim dividend of 0.25 cents per share for the half-year ended 31 December 2025, with a payment date of 26 March 2026.

February 27, 2026

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Building the future of quality advice.

WT Financial Group Limited (ASX: WTL) has established itself as one of the largest financial adviser networks in Australia, partnering with well over 500 professional advisers nationwide. Our wealth management, retirement planning, and personal risk insurance advice services are delivered through around 400 privately-owned advice practices operating as authorised representatives under our Wealth Today, Sentry Advice, Synchron Advice, and Millennium3 subsidiaries.

Our Wealth Adviser division is the Group’s central services and support hub, while our joint venture with Merchant Wealth Partners — WTL & MWP Investco — is pioneering a new growth model for financial advice practices across Australia. Our B2C division delivers advice directly to wholesale and retail clients through Vesta Wealth Partners.

Learn more about our group operations »

Recent Press and Presentations


Listed licensees see financial tailwinds despite industry disruption

Professional Planner reports on WT Financial Group’s strong half-year results, with the group posting a 12.1 per cent statutory NPAT increase to $2.36 million.

Professional Planner

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May 26, 2026

WT Financial appoints M&A specialist as CFO

Advice licensee WT Financial has appointed a chief financial officer who brings M&A expertise as it expands its Hubco model with Merchant Wealth.

Money Management

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April 10, 2026

WT Financial Group appoints CFO

WT Financial Group has appointed Michael Peters as chief financial officer, in a newly created role aimed at supporting the firm’s growth and transaction activity.

IFA

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April 9, 2026

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