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

FY2023 Investor Webinar

WT Financial Group is pleased to invite shareholders and investors to a webinar where Founder and CEO, Keith Cullen, will provide an investor update presentation and an overview of the Full Year Results. The webinar will be hosted via Zoom on Wednesday 6 September 2023 at 10.30 am AEST / 8.30 am AWST.

August 31, 2023

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FY2023 Full Year Statutory Accounts

WT Financial Group has released its audited full-year statutory accounts for the year to 30 June 2023 confirming its previously released indicative results as lodged on 8 August 2023.

August 31, 2023

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FY2023 Results Commentary

WT Financial Group has published its audited financial statement for the fiscal year ending on 30 June 2023 confirming a substantial doubling of statutory NPAT to $4.14 million, consistent with previously projected results.

August 31, 2023

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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

WT Financial Group (ASX:WTL) FY2023 full-year indicative results interview

Keith Cullen discusses the key drivers of profitability, the effect of lower adviser numbers in the industry and opportunities moving forward following the release of the FY2023 full-year indicative results.

Finance News Network

Watch Interview »

August 8, 2023

WT Financial Group (ASX:WTL) discusses half-year results

Tim McGowen from FNN talks with Keith Cullen about the company’s results for the half-year to 31 December 2022 and the outlook for the full-year.

Finance News Network

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March 6, 2023

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

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