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

Transformational acquisitions of Synchron and Sentry.

Through the acquisition of its industry peers Synchron Business Services and Sentry Group, WT Financial Group has established itself as amongst the very largest of financial adviser networks in Australia – with a network of more than 400 advice practices collectively dealing with more than 100,000 clients – and having in excess of $16Bn of assets under advice; annual in-force personal insurance premiums of more than $360M; and new insurance premium sales for circa $25M annually.

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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.

Discover our group entities

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

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.

October 17, 2022

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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.

October 17, 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.

Learn more about our group entities.

Recent Press and Presentations

FNN Interview on FY2022 and the future of financial advice

WT Financial Group Limited (ASX:WTL) Founder and Managing Director Keith Cullen discusses financial highlights, 2023 guidance, the value of scale, the vision for financial advice and main shareholders.

Finance News Network

Watch Interview »

September 30, 2022

Keith Cullen discusses the FY2022 Indicative Results with FNN

Tim McGowen from FNN talks with Keith Cullen about the company’s indicative results for the full year to 30 June 2022 following the company’s return to profitability post the successful integration of both Sentry Group and Synchron.

Finance News Network

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August 17, 2022

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

Watch Interview »

March 16, 2022

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