Creating Australia's largest
non-institutional financial advice group.

Transformational acquisition of Synchron.

Through the acquisition of its industry peer Synchron Business Services, WT Financial Group has emerged with the largest non-institutional, non-product-producing financial adviser network in Australia – headed only by institutional operators AMP and Insignia (formerly known as IOOF).


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Building the future of quality advice.

Welcome to WT Financial Group Limited.

We are an ASX-listed (WTL) diversified financial services company that contains two distinct channels, being our primary business-to-business (B2B) operations under our Wealth Today, Sentry Group, and Synchron subsidiaries; and our complementary direct to consumer (or B2C) operations under our Spring Financial Group brand.


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Protecting and enhancing long-term
shareholder value.

Our Board & Management Team.

The WT Financial Group Board has extensive experience at senior executive and director level in financial planning, finance, property, equities and asset management in financial services and other highly-regulated industries.


Meet our team

Recent ASX Announcements


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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Building the future of quality advice.

WT Financial Group’s B2B division has established itself as the largest non-institutionally-owned, non-product producing financial adviser network in Australia. The Group’s advice and product offerings are delivered primarily through a group of privately-owned and operated financial advice practices whose advisers operate as authorised representatives under its Wealth Today, Sentry Group, and now Synchron subsidiaries.

The Group’s B2C division delivers a range of services directly to wholesale and retail clients through the Spring Financial Group brand, encompassing financial planning, accounting & tax services, and mortgage finance services.

The Group offers market-leading financial education services for advisers and consumers through regular seminar programs and the publication of its Wealth Adviser library of more than 100 financial literacy handbooks and manuals on a broad range of financial and investment market topics.

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Recent Press and Presentations


ausbiz TV Interview with Keith Cullen

David Scutt from ausbiz TV talks with WT Financial Group, Founder and Managing Director Keith Cullen on the acquisition of Synchron, the future of the company, and the outlook for the financial advice sector.

ausbiz TV

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March 16, 2022

Keith Cullen talks with ShareCafe about the Synchron acquisition

Tim McGowen from ShareCafe talks with WT Financial Group, Founder and Managing Director Keith Cullen post the company’s transformational acquisition of Synchron.

ShareCafe

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March 16, 2022

$16b wealth giant formed as WT buys Synchron

The AFR’s Aleks Vickovich reports on how WT Financial Group will become Australia’s third-largest financial adviser and the largest not aligned to a bank.

AFR

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March 16, 2022


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