Investor Media
Professional Planner cites WT’s strong FY25 performance, with revenue up 17 per cent and profit growth exceeding 20 per cent, as evidence the advice sector has entered a new phase of commercial confidence.
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Given the surge in advice M&A over the past 10 years, WT Financial Group managing director Keith Cullen believes it’s crucial that advisers understand the actual value of the businesses they’re running.
IFA
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Money Management outlines WT Financial Group founder Keith Cullen’s four key areas advice businesses should focus on to strengthen and improve their valuations.
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Professional Planner reports on WT Financial Group’s strong half-year results, with the group posting a 12.1 per cent statutory NPAT increase to $2.36 million.
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Advice licensee WT Financial has appointed a chief financial officer who brings M&A expertise as it expands its Hubco model with Merchant Wealth.
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WT Financial Group has appointed Michael Peters as chief financial officer, in a newly created role aimed at supporting the firm’s growth and transaction activity.
IFA
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ASX-listed WT Financial Group has welcomed its inaugural chief financial officer, who was integral in the execution of the company’s Investco strategy.
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Scaling up its B2B platform and improved adviser productivity has helped WT Financial to report strong half-year results.
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WT Financial Group (WTL), the ASX-listed financial advice group, saw its net revenue increase 17.8% to $15.4 million in the first half of FY26, as it continues to grow its Hubco and Investco strategy.
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The financial adviser network has delivered a strong result for the first half of the financial year, with revenue and profit both up significantly.
IFA
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Money Management reports on WT Financial’s first-half results for the six months to 31 December, with statutory NPAT up 12.6 per cent from $2.1 million to $2.4 million.
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WT Financial Group reaffirms its strategic objectives for 2026 while announcing a refreshed identity for its consumer advice business.
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