Investor Information
WT Financial Group has today released its presentation deck for an investor webinar, offering insights into its joint venture with Merchant Wealth Partners Pty Ltd and their newly formed entity, WTL & MWP Investco.
WT Financial Group and Merchant Wealth Partners are pleased to announce the execution of a heads of agreement through their 50/50 joint venture, WTL & MWP Investco Pty Ltd, to unite three leading financial advice firms.
WT Financial Group has entered into a 50/50 joint venture with Merchant Wealth Partners Pty Ltd, the Australian subsidiary of New York-based Merchant Wealth Partners, LLC, to invest in Australian financial advice practices.
WT Financial Group is pleased to release audit-reviewed results for H1 FY25, reflecting an improvement on previously announced indicative results, with the dividend confirmed.
WT Financial Group provides its Appendix 4D & Interim Report for H1 FY25, showing a 33.7% increase in underlying revenue to $106.40M and a 43.3% rise in underlying NPBT to $2.59M.
WT Financial Group is pleased to provide confirmation of the dividend for the period ending 31 December 2024.
WT Financial Group is pleased to provide the presentation deck from its investor webinar on the company’s indicative results for the half-year ending 31 December 2024.
WT Financial Group anticipates a 33.5% increase in H1 FY25 revenue to $106.3M (PCP: $79.6M) and a 35.8% rise in underlying net profit before tax to $2.45M (PCP: $1.81M).
WT Financial Group is pleased to announce the results of its Annual General Meeting held on Tuesday, 19 November 2024, in compliance with ASX Listing Rule 3.13.2 and Section 251AA(2) of the Corporations Act 2001.
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 provides a copy of Appendix 3Y, detailing the recent acquisition of shares by Director Chelsea Pottenger.
WT Financial Group presents its FY2024 Annual Report, highlighting a fourth consecutive year of compounding growth, with strong operating cash flow enabling the Board to declare a fully-franked dividend.
WT Financial Group provides an updated Corporate Governance Statement outlining the Company’s governance framework based on the ASX Principles and Recommendations.
WT Financial Group publishes Appendix 4G – Key to Disclosures in relation to the Corporate Governance Statement under the Corporate Governance Council Principles and Recommendations.
WT Financial Group is pleased to provide Appendix 3A.1, with the Board declaring a fully-franked dividend of 0.5 cents and a record date of 25 September 2024.
WT Financial Group has released its audited financial statements for FY2024, confirming a rise in NPBT of over 50% for the fourth consecutive year and a fully-franked dividend.
WT Financial Group is pleased to provide audited full-year statutory accounts for the year ending 30 June 2024, confirming the indicative results lodged on 12 August 2024.
WT Financial Group advises that the Company has agreed to issue up to 3,000,000 Rights to its Joint-Chief Operating Officer, Mr. Frank Paul, in recognition of his ongoing commitment to the Group.
WT Financial Group provides a presentation deck delivered at the company’s webinar discussing the indicative results the full year to 30 June 2024, the outlook for the advice sector and the group.
WT Financial Group Limited is pleased to announce preliminary results for the year ending 30 June 2024, with underlying NPBT up more than 50% for the fourth consecutive year. Solid operating cash flow has enabled a return to a policy of paying dividends biannually.
WT Financial Group provides a presentation deck delivered at the company’s webinar discussing the Half Year to December 31, 2023, the outlook for the advice sector and the group.
WT Financial Group provides commentary on its half-year results for the period ending December 31, 2023, and invites shareholders to join an investor webinar for a comprehensive company and industry update.
WT Financial Group presents its audit-reviewed Interim Report and Appendix 4D for the half-year ending on December 31, 2023, confirming an 8% increase in EBITDA profit compared to the PCP.
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.
In accordance with ASX Listing Rule 3.13.2 and section 251AA(2) of the Corporations Act 2001 (Cth), WT Financial Group advises that results of the annual general meeting held on Friday 24 November 2023.
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.
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.
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.
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.
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.
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.
WT Financial Group provides an updated Corporate Governance Statement summarising the Company’s framework of corporate governance.
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.
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.
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.
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.
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).
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.
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.
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.
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.
WT Financial Group provides an updated Corporate Governance Statement summarising the Company’s framework of corporate governance.
WT Financial Group gives notice pursuant to section 110K of the Corporations Act 2001 of the rights of members.
WT Financial Group provides its FY2022 statutory accounts confirming EBITDA above $3.9M following the successful integration of both its Sentry Group and Synchronised Business Services acquisitions.
WT Financial Group has released its audited full-year statutory accounts year to 30 June 2022 confirming its previously released preliminary final report as lodged on 26 August 2022.
An operating profit before tax of $3.34m in the company’s primary B2B operations, up considerably from last year’s B2B before tax profit result of $927k, has underscored the successful integration of both the Sentry Group and Synchronised Business Services acquisitions.
WT Financial Group has today released its Appendix 4E Preliminary Final Report for the full year to 30 June 2022 confirming its indicative results which were released last week.
WT Financial Group provides indicative results for the full-year to 30 June 2022 showing strong profitability following the successful integration of both its Sentry Group and Synchronised Business Services acquisitions.
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.
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.
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.
WT Financial Group is pleased to announce that the Company has entered into a Sale and Purchase Agreement to acquire 100% of the issued capital of Australia’s largest privately-owned financial adviser group, Synchronised Business Services.
WT Financial Group is pleased to announce it has entered into a secured corporate debt facility for up to $6.7M with Altor Credit Partners. Under the Facility arrangements, an initial $4.7M may be drawn to assist with the Pending Acquisition, for repayment of existing debt facilities, and for working capital.
WT Financial Group has completed an oversubscribed bookbuild to raise $3M cash by way of the issue of up to 30,000,000 shares at an issue price of $0.10 a share, representing a 20% premium to the VWAP of the Company’s shares over the last 30 trading days.
WT Financial Group has requested a halt in trading of the Company’s shares pending the release of an announcement regarding a proposed material acquisition and associated capital raising.
WT Financial Group has today confirmed its earlier indicative guidance for the half-year to 31 December 2021 with Revenue & Other Income up 389% to $34.9M, EBITDA up 886% to $1.67M and consolidated NPAT up 438% to $1.12M.
The successful integration of Sentry Group has delivered strong first-half profitability with the company in line with or ahead of all key metrics for the half-year.
WT Financial Group has today announced indicative results for the half-year to 31 December 2021 of Group EBITDA of $1.67M (H1FY2021 $169K) and consolidated net profit after tax of $1.12M (H1FY2021: loss $333K), following the successful integration of its Sentry Group acquisition.
In accordance with ASX Listing Rule 3.13.2 and section 251AA(2) of the Corporations Act 2001, WT Financial Group advises the results of the Company’s annual general meeting held on Monday 6 December 2021.
WT Financial Group provides an explanatory memorandum and advises that the Annual General Meeting of shareholders will be held virtually at 2.30pm Sydney Time on Monday 6 December 2021.
Financial services company WT Financial Group provides their Annual Report for the year ended June 30, 2021.
WT Financial Group has today released its Appendix 4E and its FY2021 Annual Report and audited consolidated financial statements with the results in line with previous market guidance.
WT Financial Group provides an updated Corporate Governance Statement summarising the Company’s framework of corporate governance. This Statement is dated 31 August 2021 and was approved on 31 August 2021 by the Company’s Directors.
WT Financial Group provides Appendix 4G – Key to Disclosures Corporate Governance Council Principles and Recommendations.
WT Financial Group is pleased to invite investors and shareholders to the Reach Markets Live Webcast – The Insider: Meet the CEOs to be held on Wednesday 4th August at 12pm AEST.
WT Financial Group is pleased to invite investors and shareholders to the WTL Investor Webinar to be held on Monday 26th July 2021 at 10:30 am AEST.
WT Financial Group is pleased to advise of the appointment of Mr Michael Harrison as a non-executive director. The Company also advises that current executive director Mr Chris Kelesis will move to a non-executive role from 1 August 2021.
WT Financial Group is pleased to advise it has today completed its acquisition of national financial advisory dealer group, Sentry Group and placement of new shares associated with the acquisition.
WT Financial Group is pleased to advise that all resolutions put to its general meeting on Friday 16 July 2021 at 11.00am (AEST) to enable it to complete the acquisition of Sentry Group have passed by overwhelming majority.
WT Financial Group is pleased to announce that ASX has granted a waiver of Listing Rule 7.3.4 in relation to the potential issue of Upside Shares as part of the deferred consideration for WTL’s acquisition of Sentry Group.
WT Financial Group provides a Change of Director’s Interest Notice for Christos Kelesis.
WT Financial Group wishes to advise all shareholders that its general meeting on Friday 16 July 2021 at 11.00am (AEST) will proceed as scheduled to ensure the Company is able to meet its contractual obligations to complete the acquisition of Sentry Group Pty Ltd on Monday 19 July 2021.
WT Financial Group Limited is pleased to announce its participation in the ShareCafe Small Cap “Hidden Gems” Webinar, to be held today Friday 9th of July 2021 from 12:30pm AEST / 10:30am AWST
In accordance with Listing Rule 12.10, WT Financial Group advises that it has updated its Share Trading Policy.
WT Financial Group provides a notice of meeting and explanatory memorandum (Booklet) for a meeting to be held on Friday 16 July 2021 in relation to the company’s acquisition of Sentry Group.
WT Financial Group (WTL) is pleased to announce it has entered into a share purchase agreement (SPA) to acquire all of the issued capital of national financial advisory dealer group, Sentry Group Pty Limited. The Acquisition is transformational for WTL, is substantially accretive and will position the Company well for future organic and inorganic growth.
WT Financial Group Limited has requested that the Company’s ordinary shares be placed in a trading halt with immediate effect.
WT Financial Group has today lodged its final audit reviewed Interim Report and Appendix 4D for the half-year to 31 December 2020.
The directors present their report, together with the consolidated financial statements of WT Financial Group and its controlled entities for the half-year ended 31 December 2020 (H1FY2021).
WT Financial Group’s ongoing restructure program is set to deliver revenue growth of 15% to $7.13M while operating cost continue to be contained with significant further reductions to come.
In accordance with ASX Listing Rule 3.13.2 and section 251AA(2) of the Corporations Act 2001 (Cth), WT Financial Group Limited advises the results of the Company’s annual general meeting.
The following is a transcript of an address by Mr Keith Cullen, managing director of WT Financial Group Limited to its annual general meeting of members today, 12 November 2020.
The following is a transcript of an address by Mr Guy Hedley, non-executive chairman of WT Financial Group Limited to its annual general meeting of members today, 12 November 2020.
Financial services company WT Financial Group provides their Annual Report for the year ended June 30, 2020.
WT Financial Group has experienced continued growth through its successful restructure strategy with its Appendix 4E Preliminary Final Report released to the market showing a return to operating profit and positive operating cashflow.
A strategic transformation has seen the Company return to positive operating cashflow and deliver a significant turnaround in operating profit. Further improvement is anticipated across FY2021 and beyond.
To complete its restructure program; to ensure it represents a strong and viable new home for displaced advisers; and further to ensure it is positioned to capitalise on market opportunities as and when they emerge, WT Financial Group announces the following initiatives.
WT Financial Group Limited has announced that it has experienced continued growth through its successful restructure strategy and expects to deliver a significant turnaround in operating profit for FY2020. It provides the following indicative results guidance and commentary.
In line with recent guidance, WT Financial Group Limited Interim Report for the half-year to 31 December 2019 shows a return to profitability, with continued revenue growth and further reductions in operating expenses having delivered a significant turnaround in financial performance.
The directors present their report, together with the consolidated financial statements of WT Financial Group and its controlled entities for the half-year ended 31 December 2019 (H1FY2020).
WT Financial Group Limited is pleased to announce that a restructure and growth is on track to deliver a turnaround and return the company to profitability.
In accordance with ASX Listing Rule 3.13.2 and section 251AA(2) of the Corporations Act 2001 (Cth), WT Financial Group Limited advises the results of the Company’s annual general meeting.
The following is a transcript of the (acting) Chairman’s address to the Annual General Meeting (AGM) of WT Financial Group Limited held on November 27, 2019.
An Extraordinary General Meeting (EGM) of Spring FG Limited held on 8 November 2019 resolved to change the name of the Company from Spring FG Limited to WT Financial Group Limited.
Spring FG Limited today held its Extraordinary General Meeting (EGM). All resolutions were passed by a show of hands.
Financial services company Spring FG Limited provides their Annual Report for the year ended June 30, 2019.
Notice of meeting and explanatory memorandum for an EGM to be held on 8 November 2019.
Successful transformational restructure delivers significant turnaround. Revenue from ordinary activities up more than 42%.
The directors present their report, together with the consolidated financial statements of Spring FG Limited and its subsidiaries and controlled entities for the financial year ended 30 June 2019 and the auditor’s report thereon.
