Information for shareholders

Information and tools for WT Financial Group shareholders including our recent ASX announcements, annual reports and how to view your shareholding information and update your contact details.

Media Releases and ASX Announcements Archive


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Recent Media Releases and ASX Announcements


WTL completes Millennium3 acquistion

WT Financial Group is pleased to announce it has completed the acquisition of 100% of the issued capital of financial advice network Millennium3 from Insignia Financial.

December 8, 2023

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M3 Acquisition – Investor Webinar

The Company invites shareholders and investors to a webinar where WTL founder and MD, Keith Cullen, will provide an overview of the Company’s acquisition of M3. The webinar will be held on Thursday 23 November 2023 at 12.00 noon AEDT / 9.00 am AWST.

November 21, 2023

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Acquisition of Millennium3 advice network

WT Financial Group is pleased to announce it has entered a Sale and Purchase Agreement to acquire 100% of the issued capital of financial advice network Millennium3 Financial Services from Insignia Financial.


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Trading Halt

WT Financial Group has requested an immediate halt to the trading of the Company’s shares quoted on the Australian Securities Exchange in accordance with ASX Listing Rule 17.1.

November 20, 2023

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Non-Executive Director Appointment and Retirement

WT Financial is pleased to announce the appointment of Mrs Chelsea Pottenger as a Non-Executive Director, with effect from the Company’s upcoming annual general meeting on 26 November 2023.

October 26, 2023

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Notice of Annual General Meeting/Proxy Form

Notice is hereby given that an Annual General Meeting for WT Financal Group will be held at Level 5, 95 Pitt St Sydney NSW 2000 commencing at 11.00am (AEDT) on Friday 24 November 2023.

October 24, 2023

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FY2023 Annual Report

In FY2023, the successful integration of WT Financial Group’s strategic acquisitions, coupled with our commitment to placing advice at the core of our operations began to deliver results with revenue surging 57% and NPAT more than doubling to $4.14M.

October 23, 2023

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FY2023 Corporate Governance Statement

WT Financial Group provides an updated Corporate Governance Statement summarising the Company’s framework of corporate governance.


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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.


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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.


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FY2023 Preliminary Final Report

WT Financial Group has today released its Appendix 4E Preliminary Final Report for the full year to 30 June 2023 confirming its indicative results indicative results as lodged on 8 August 2023.


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FY2023 Indicative Results

WT Financial Group Limited is pleased to provide indicative results for FY23 showing a 57% increase in revenue and other income over the prior period to $162.49M (FY22 $103.63), and a more than doubling of both NPBT – up 115% to $5.04M (FY22 $2.35M); and NPAT – up 130% to $4.31M (FY22 $1.87M).

August 8, 2023

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Half Year Results to 31 December 2022 – Presentation Deck

WT Financial Group Limited is pleased to provide a copy of the presentation deck which discusses the company’s half-year to 31 December 2022.

March 1, 2023

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Half Year Results to 31 December 2022

WT Financial Group provides its audit-reviewed Interim Report and Appendix 4D for the half-year to 31 December 2022 confirming a 104% increase in consolidated profit after tax over the PCP.

February 28, 2023

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Half Year Results to 31 December 2022 – Indicative Result and Investor Webinar

Indicative results for H1 FY2023 show a 55% increase in EBITDA over the PCP to $2.58M, a 63% increase in EBIT to $2.21M, and a 61% increase in profit before tax to c.$2M.

February 22, 2023

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Share Registry


WT Financial Group's share registry is managed by Boardroom Pty Limited.

If you have your Shareholder Reference Number (SRN) or Holder Identification Number (HIN) you can access your shareholding on-line to update any of the following: Banking Instructions, TFN/ABN, email address and communication preferences. For any other amendments to your shareholding, you will need to register a User ID and password for the Boardroom website.

If you have any further queries relating to your shareholding, please contact Boardroom.

https://www.investorserve.com.au

Boardroom Pty Limited
Level 12, 225 George Street
Sydney NSW 2000

Postal
GPO Box 3993
Sydney NSW 2001

Email
enquiries@boardroomlimited.com.au

Telephone
1300 350 716 [within Australia]
+61 2 9290 9600 [outside Australia]

Facsimile
+61 2 9279 0664


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