Keith Cullen

Keith Cullen is the founder and managing director of WT Financial Group Limited and is the largest (non-institutional) shareholder. He has 37 years of experience as a corporate executive and entrepreneur across the broadcast media, technology, and financial services sectors. Keith successfully conceived and implemented the strategy to pivot the group from its previous B2C focus to a primarily B2B focus through the acquisitions of Wealth Today, Sentry Group, and Synchron.

Keith sits on the Company’s Audit & Risk Committee and the Remuneration & Nomination Committee.

Guy Hedley

Guy Hedley is a non-executive director and chairman of WT Financial Group Limited and has a track record of success as a corporate executive in financial services.

Guy spent 15 years as head of Macquarie Bank’s global private banking unit and BNP Private Banking, is now chair at Stoic Asset Management and Atlas Advisors Australia. He has helped steer WTL through industry upheaval and supported the management team with its transformation to a B2B focussed enterprise.

Guy sits on the Company’s Audit & Risk Committee and chairs the Remuneration & Nomination Committee

Chris Kelesis

Chris Kelesis is a foundation director and significant shareholder of WT Financial Group. He has 15 years of financial services experience as an equities trader and technical analyst and has held private and wholesale client adviser roles with Spring Equities, Ark Equities, and the Rivkin Group. Chris has helped steer WTL with its transformation to a B2B focussed enterprise.

Chelsea Pottenger

Chelsea Pottenger is one of Australia’s most popular and recognised keynote speakers and corporate wellbeing presenters. Mrs Pottenger is the author of The Mindful High Performer and the founder of EQ MINDS, a leading corporate performance and wellbeing coaching platform. EQ MINDS works with some of the world’s leading brands to train thousands of executives and staff each year across many industries including financial services and information technology.

Prior to founding EQ MINDS in 2016, Mrs Pottenger worked for 13 years as an executive and senior product specialist with leading global healthcare and medical device companies, including Johnson and Johnson. She holds a Bachelor of Commerce in Marketing from the University of Wollongong and is studying psychology at the University of Adelaide. She is also an ambassador for suicide prevention organisation R U OK; and for The Gidget Foundation, which supports the emotional wellbeing of expectant and new parents.

Ian Morgan

Ian Morgan is a Chartered Accountant and Chartered Company Secretary, with over 30 years of experience. He holds a Bachelor of Business (NSW Institute of Technology), a Master of Commercial Law (Macquarie University), a Graduate Diploma of Applied Finance and Investment (Securities Institute), and is a Fellow of the Financial Services Institute of Australasia.

Frank Paul

Frank Paul is a significant WTL shareholder and an accomplished financial services professional with 25 years in financial advice, as a practice principal and senior executive including 7 years with WTL in the Head of Advice and COO roles. Frank’s focus is on general management of the group’s East Coast operations and he holds primary responsibility for group risk management processes.

David Newman

David Newman is a significant WTL shareholder with 35 years of financial services experience, specialising in strategic planning and execution. David is joint-COO of the group focussing on business development operations and management of west-coast operations. He is also managing director of WTL’s Sentry Group subsidiary.

Jack Standing

Jack Standing has held key roles with the group in B2B and B2C advice over 8 years. He is responsible for adviser training and education, and oversight of advice creation within WTL’s innovative peer review and risk management framework. He is a responsible manager and member of compliance and investment committees.

Ricton Jones

Ricton Jones has broad experience in financial accounting, treasury, audit coordination, and tax in technology and financial services, including 7 years with the group’s Sentry Group subsidiary ahead of his appointment as group head of finance. Ricton has extensive regulatory reporting and HR management experience for public and private companies in the UK and Australia and is CIMA and CPA qualified.

Sarah Congdon

Sarah Congdon has more than 20 years of experience in financial services in roles including insurance adviser for MLC Insurance before joining Synchron as a regional manager. Sarah has built a career on initiating, managing, strengthening and maintaining strong client relationships, and a drive for new challenges.

Ben Donohue

Ben Donohue commenced in financial services in 2005. He has experience across retail life insurance, retirement income, and aged care, with the majority of his professional life spent at Asteron Life and Challenger.

Emma Crothers

Emma Crothers has an extensive background in financial services having held a variety of project management, sales, and support roles. A graduate of WTL subsidiary Synchron’s coveted Next Gen professional development program and Money Management BDM of the Year finalist.

Julian Summers

With over four decades of dedicated service as a financial adviser and successful business owner, Julian Summers brings a wealth of experience to the industry. In his current role as Regional Manager for Western Australia, Julian is instrumental in guiding advisers to effectively navigate the complexities of their practices. From providing sales coaching to optimising processes, managing staffing needs, and implementing regulatory frameworks, Julian ensures that advisers can operate efficiently. This strategic support allows them to dedicate more time to delivering high-quality, professional advice to their valued clients.

Tony Pelosi

With over two decades of experience in the financial services sector, Tony Pelosi has garnered extensive expertise, spending a significant portion of his career as a Senior Financial Adviser in his own right. Throughout his professional journey, Tony has distinguished himself by consistently initiating, managing, and fortifying robust client relationships, demonstrating a relentless drive for embracing new challenges.

Tony’s commitment to professional development is reflected in his educational achievements, holding both a Diploma of Financial Services (DipFS) and an Advanced Diploma of Financial Planning (AdvDipFP). Beyond his regional management role, Tony also serves as a Responsible Manager on the Australian Financial Services Licence for the group, showcasing his dedication to regulatory compliance and governance within the industry.

Leearna Martin

Leearna Martin started her financial services career in 1996 with WT subsidiary Millennium 3 and has held many roles throughout the organisation since that time. From 2008 Leearna has held her current role as Regional Manager – now helping advisers across all WT cohorts grow their businesses.

Sonya Bigler

Sonya Bigler has more than 23 years of experience in financial services in roles including retail adviser, commercial adviser and compliance auditor before moving into her current role of Regional Manager. Her breadth and depth of experience across all aspects of financial advising add great value to the practices within the WT network that Sonya supports.

Justin Baratta

Justin Baratta commenced in Financial Services back in 1999 with Legal and General. He is a qualified adviser and owned and operated his own practice, before selling it to move into advice network operations. His hands on advisory experience and extensive experience with WT and other network operators enables Justin to bring real world experience to the advice practices he supports within the WT network.