Notice is given that the Annual General Meeting for WT Financial Group will be held as a physical meeting at the Company’s office, Level 5, 95 Pitt St, Sydney, NSW 2000, commencing at 10:30 AM AEDT on Tuesday, 19 November 2024.
WT Financial Group Limited has renewed the executive services agreement with founder and managing director, Mr. Keith Cullen, for a new three-year term, effective from 1 October 2024, in accordance with Listing Rule 3.16.4.
WT Financial Group advises that the 2024 AGM will be held on Tuesday, 19 November 2024, at 10:30 AM (AEDT), with the closing date for director nominations set for Monday, 23 September 2024.
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.
Professional Planner reports on WT Financial Group’s full-year results, including the return to dividends for shareholders and the positive outlook for the future of financial advice.
Professional Planner
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Money Management provides coverage of WT Financial’s indicative results for the 2023–24 financial year, including the impact of the Millennium3 acquisition from Insignia Financial.
Money Management
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IFA reports on WTL’s full financial year results which show underlying profit before tax improving by more than 50 percent for the fourth consecutive year.
IFA
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