Investor Information

Keep up to date with WT Financial Group.

Keep up to date with WT Financial Group.

ASX Announcements

For more announcements please visit asx.com.au.
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Half Year Results to 31 December 2023 – Webinar and Presentation Deck

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.

March 5, 2024

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Half Year Results to 31 December 2023 – Commentary & Webinar Invitation

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.

February 29, 2024

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Half Year Results to 31 December 2023

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.

February 29, 2024

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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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Results of Annual General Meeting

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.

November 24, 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.

November 21, 2023

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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.

October 23, 2023

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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.

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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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.

August 31, 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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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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FY2022 Full Year Statutory Accounts Announcement

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.

September 27, 2022

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FY 2022 Full Year Statutory Accounts

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.

September 27, 2022

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Appendix 4E Commentary

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.

August 26, 2022

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Appendix 4E – Preliminary Final Report FY2022

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.

August 26, 2022

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FY2022 Indicative Results & Investor Webinar

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.

August 16, 2022

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Results of General Meeting

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.

May 16, 2022

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Notice of General Meeting/Proxy Form

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.

April 19, 2022

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Investor Webinar – Synchron Acquisition

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.

March 16, 2022

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Acquisition of Synchron

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.

March 15, 2022

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New Corporate Debt Facility and Placement Details

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.

March 14, 2022

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Successful Bookbuild Completed at Premium to Market

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.

March 11, 2022

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Trading Halt

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.

March 11, 2022

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Half Year Results to 31 December 2021

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.

February 28, 2022

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Half Year Results to 31 December 2021 – Results and Commentary

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.

February 28, 2022

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Half Year Results to 31 December 2021 – Indicative Results and Update

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.

February 25, 2022

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Results of Annual General Meeting

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.

December 6, 2021

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Notice of Annual General Meeting/Proxy Form

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.

November 9, 2021

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FY2021 Annual Report

Financial services company WT Financial Group provides their Annual Report for the year ended June 30, 2021.

August 31, 2021

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FY2021 Results Commentary

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.

August 31, 2021

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FY2021 Corporate Governance Statement

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.

August 31, 2021

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Appendix 4G

WT Financial Group provides Appendix 4G – Key to Disclosures Corporate Governance Council Principles and Recommendations.

August 31, 2021

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Investor Presentation Reach Markets Webinar

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.

August 4, 2021

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Investor Presentation Webinar

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.

July 23, 2021

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Board appointment and changes

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.

July 20, 2021

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Settlement of Sentry Acquisition

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.

July 19, 2021

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Sentry acquisition resolutions all pass general meeting

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.

July 16, 2021

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Grant of Waiver related to Sentry Acquisition

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.

July 16, 2021

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Change Of Director’s Interest Notice

WT Financial Group provides a Change of Director’s Interest Notice for Christos Kelesis.

July 13, 2021

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General Meeting Update

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.

July 13, 2021

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Sentry Acquisition Investor Presentation

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

July 9, 2021

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Share Trading Policy Update

In accordance with Listing Rule 12.10, WT Financial Group advises that it has updated its Share Trading Policy.

June 22, 2021

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Notice of General Meeting related to Acquisition of Sentry Group

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.

June 15, 2021

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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.

June 15, 2021

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Trading Halt

WT Financial Group Limited has requested that the Company’s ordinary shares be placed in a trading halt with immediate effect.

June 10, 2021

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Audit Reviewed Half Year Results To 31 December 2020

WT Financial Group has today lodged its final audit reviewed Interim Report and Appendix 4D for the half-year to 31 December 2020.

March 11, 2021

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Half Year Results 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).

February 26, 2021

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Half Year to 31 December 2020 – Indicative Results

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.

February 26, 2021

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Results of the 2020 Annual General Meeting

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.

November 12, 2020

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2020 AGM – Managing Director’s Address to Shareholders

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.

November 12, 2020

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2020 AGM – Chairman’s Address to Shareholders

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.

November 12, 2020

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FY2020 Annual Report

Financial services company WT Financial Group provides their Annual Report for the year ended June 30, 2020.

October 1, 2020

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Restructure Delivers Return To Operating Profit

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.

August 28, 2020

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Preliminary Final Report

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.

August 28, 2020

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Strategic Update

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.

August 6, 2020

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FY2020 Indicative Results

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.

August 4, 2020

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Half Year Results to 31 December 2019 – 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.

February 28, 2020

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Half Year Results to 31 December 2019

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).

February 28, 2020

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Half-year to 31 December 2019 – Interim Result and Update

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.

February 20, 2020

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2019 AGM – Results Of Meeting

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.

November 27, 2019

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2019 AGM – Chairman’s Address to Shareholders

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.

November 27, 2019

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Change of Company Name and New ASX Code

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.

November 15, 2019

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Results of Meeting

Spring FG Limited today held its Extraordinary General Meeting (EGM). All resolutions were passed by a show of hands.

November 8, 2019

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FY2019 Annual Report

Financial services company Spring FG Limited provides their Annual Report for the year ended June 30, 2019.

October 25, 2019

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Notice of Meeting

Notice of meeting and explanatory memorandum for an EGM to be held on 8 November 2019.

October 9, 2019

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ASX Release – FY2019 – Results Announcement

Successful transformational restructure delivers significant turnaround. Revenue from ordinary activities up more than 42%.

October 1, 2019

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FY2019 Financial Statements

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.

September 30, 2019

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