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 a nation-wide network of 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


FY2026 Annual Report

WT Financial Group provides a copy of its Annual Report for the financial year ended 30 June 2026 which marked the sixth consecutive year of compounding growth and an important transition point for the Group.

September 28, 2026

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FY2026 Annual Report Announcement

WT Financial Group advises that it has released its Annual Report for the financial year ended 30 June 2026, in which EBITDA increased 19.5% to $8.2 million and NPAT increased 6.9% to $5.0 million.

September 28, 2026

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Corporate Governance Statement

WT Financial Group has released its Corporate Governance Statement, detailing how the Company complies with the ASX Corporate Governance Council’s principles and recommendations for the financial year ended 30 June 2026.

September 28, 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.

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Recent Press and Presentations


FY2026 Full Year Results Livestream Recording

WT Financial Group provides a recording of the investor livestream briefing, in which host Tim McGowen was joined by Managing Director Keith Cullen to present the Group’s full year FY2026 results.

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September 2, 2026

WTL model proven, but tailwinds alone won’t create value

Professional Planner reports that six consecutive years of growth prove that the WT’s business model is sound, but it cannot rely just on the strong tailwinds enjoyed by the industry to generate value.

Professional Planner

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August 31, 2026

Licensee leaders on trust, capacity and the reform agenda

Professional Planner editor Chris Dastoor is joined by Entireti group chief executive Neil Younger and WT Financial Group managing director Keith Cullen.

Professional Planner

Watch Interview (External Link) »

August 7, 2026

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