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.
WT Financial Group provides copies of both the Chairman’s address and the Managing Director’s address delivered at the Company’s AGM.
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.
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.
WT Financial Group reaffirms its strategic objectives for 2026 while announcing a refreshed identity for its consumer advice business.
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Analysis of listed advice licensees reveals year-to-date share price performance, with two firms demonstrating significant year-on-year improvement.
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WT Financial Group Managing Director Keith Cullen outlines the Company’s integration of artificial intelligence across business operations.
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