Information for shareholders

Information and tools for WT Financial Group shareholders including our recent ASX announcements, annual reports and how to view your shareholding information and update your contact details.

Media Releases and ASX Announcements Archive


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Recent Media Releases and ASX Announcements


FY2022 Annual Report

FY2022 has been a watershed year for WT Financial Group with the company emerging amongst the very largest financial advice networks in Australia while delivering exceptional increases in revenue and a return to profitability.

October 17, 2022

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FY2022 Corporate Governance Statement

WT Financial Group provides an updated Corporate Governance Statement summarising the Company’s framework of corporate governance.


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Notice to Members Regarding Methods of Receiving Documents

WT Financial Group gives notice pursuant to section 110K of the Corporations Act 2001 of the rights of members.


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FY2022 Full Year Statutory Accounts

WT Financial Group provides its FY2022 statutory accounts confirming EBITDA above $3.9M following the successful integration of both its Sentry Group and Synchronised Business Services acquisitions.

September 27, 2022

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FY2022 Full Year Statutory Accounts

WT Financial Group has released its audited full-year statutory accounts year to 30 June 2022 confirming its previously released preliminary final report as lodged on 26 August 2022.


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Appendix 4E Commentary

An operating profit before tax of $3.34m in the company’s primary B2B operations, up considerably from last year’s B2B before tax profit result of $927k, has underscored the successful integration of both the Sentry Group and Synchronised Business Services acquisitions.

August 26, 2022

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Appendix 4E – Preliminary Final Report FY2022

WT Financial Group has today released its Appendix 4E Preliminary Final Report for the full year to 30 June 2022 confirming its indicative results which were released last week.


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FY2022 Indicative Results & Investor Webinar

WT Financial Group provides indicative results for the full-year to 30 June 2022 showing strong profitability following the successful integration of both its Sentry Group and Synchronised Business Services acquisitions.

August 16, 2022

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Results of General Meeting

In accordance with ASX Listing Rule 3.13.2 and section 251AA(2) of the Corporations Act 2001 (Cth), WT Financial Group advises the results of the Company’s general meeting held on Monday 16 May 2022.

May 16, 2022

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Notice of General Meeting/Proxy Form

WT Financial Group provides shareholders a Notice of Meeting (NoM), Explanatory Memorandum (EM), and Proxy Form for the general meeting to be held on Monday 16 May 2022 at 10.00am. As detailed in the NoM and EM the meeting will consider resolutions related to the Company’s recently completed acquisition of Synchron.

April 19, 2022

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Investor Webinar – Synchron Acquisition

WT Financial Group is pleased to invite shareholders and investors to the WT Financial Group Investor Webinar to be held on Thursday 17 March 2022 at 1:00 pm AEDT / 10:00 am AWST.

March 16, 2022

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Acquisition of Synchron

WT Financial Group is pleased to announce that the Company has entered into a Sale and Purchase Agreement to acquire 100% of the issued capital of Australia’s largest privately-owned financial adviser group, Synchronised Business Services.

March 15, 2022

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New Corporate Debt Facility and Placement Details

WT Financial Group is pleased to announce it has entered into a secured corporate debt facility for up to $6.7M with Altor Credit Partners. Under the Facility arrangements, an initial $4.7M may be drawn to assist with the Pending Acquisition, for repayment of existing debt facilities, and for working capital.

March 14, 2022

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Successful Bookbuild Completed at Premium to Market

WT Financial Group has completed an oversubscribed bookbuild to raise $3M cash by way of the issue of up to 30,000,000 shares at an issue price of $0.10 a share, representing a 20% premium to the VWAP of the Company’s shares over the last 30 trading days.

March 11, 2022

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Trading Halt

WT Financial Group has requested a halt in trading of the Company’s shares pending the release of an announcement regarding a proposed material acquisition and associated capital raising.


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Half Year Results to 31 December 2021

WT Financial Group has today confirmed its earlier indicative guidance for the half-year to 31 December 2021 with Revenue & Other Income up 389% to $34.9M, EBITDA up 886% to $1.67M and consolidated NPAT up 438% to $1.12M.

February 28, 2022

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Half Year Results to 31 December 2021 – Results and Commentary

The successful integration of Sentry Group has delivered strong first-half profitability with the company in line with or ahead of all key metrics for the half-year.


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Half Year Results to 31 December 2021 – Indicative Results and Update

WT Financial Group has today announced indicative results for the half-year to 31 December 2021 of Group EBITDA of $1.67M (H1FY2021 $169K) and consolidated net profit after tax of $1.12M (H1FY2021: loss $333K), following the successful integration of its Sentry Group acquisition.

February 25, 2022

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Share Registry


WT Financial Group's share registry is managed by Boardroom Pty Limited.

If you have your Shareholder Reference Number (SRN) or Holder Identification Number (HIN) you can access your shareholding on-line to update any of the following: Banking Instructions, TFN/ABN, email address and communication preferences. For any other amendments to your shareholding, you will need to register a User ID and password for the Boardroom website.

If you have any further queries relating to your shareholding, please contact Boardroom.

https://www.investorserve.com.au

Boardroom Pty Limited
Level 12, 225 George Street
Sydney NSW 2000

Postal
GPO Box 3993
Sydney NSW 2001

Email
enquiries@boardroomlimited.com.au

Telephone
1300 350 716 [within Australia]
+61 2 9290 9600 [outside Australia]

Facsimile
+61 2 9279 0664


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