WT Financial Group advises that the results of its Annual General Meeting, held on 28 November 2025, have been released 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 Annual General Meeting held on 28 November 2025.
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 NSW 2000 commencing at
9.30am Sydney Time (AEDT) on Friday 28 November 2025.
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’s managing director, Keith Cullen, believes the firm’s Hubco model with Merchant Wealth Partners will be a “repeatable growth model” for the business as it scales its adviser numbers.
Money Management
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WT Financial’s Keith Cullen is eager for its Hubco initiative to see advice firms under its licence trade at multiples which are catching up to those UK and US financial advice firms.
Money Management
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The financial advice network has announced a $5.4 million underlying profit for FY2024–25, while its JV with Merchant Wealth Partners has made another investment.
IFA
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