Professional Trade Media

Keep up to date with WT Financial Group.

Keep up to date with WT Financial Group.

Professional Trade Media


2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |

Balance of power shifting back to licensees

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.

Professional Planner

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The four pillars of practice valuation

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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Four pillars to boost advisers’ business valuations

Money Management outlines WT Financial Group founder Keith Cullen’s four key areas advice businesses should focus on to strengthen and improve their valuations.

Money Management

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Listed licensees see financial tailwinds despite industry disruption

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.

Professional Planner

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Licensee leaders call on minister to expedite education changes

WT Financial Group, alongside fellow Licensee Leadership Forum members, has written to Financial Services Minister Daniel Mulino calling for progress on timely education reforms. The Forum represents 70 licensees authorising 5,000 financial advisers.

Professional Planner

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WT Financial appoints M&A specialist as CFO

Advice licensee WT Financial has appointed a chief financial officer who brings M&A expertise as it expands its Hubco model with Merchant Wealth.

Money Management

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WT Financial Group appoints CFO

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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WT Financial Group welcomes first chief financial officer

ASX-listed WT Financial Group has welcomed its inaugural chief financial officer, who was integral in the execution of the company’s Investco strategy.

Financial Standard

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WT Financial completes multi-year transformation to B2B advice platform

Scaling up its B2B platform and improved adviser productivity has helped WT Financial to report strong half-year results.

Money Management

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WT Financial Group focuses on B2B strategy as profits grow

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.

Financial Standard

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WT Financial grows profit 20%, more Hubco investments on the horizon

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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Major AFSLs share H1 results as advice demand increases

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.

Money Management

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WT Financial Group clear on 2026 strategy, rebrands retail advice arm

WT Financial Group reaffirms its strategic objectives for 2026 while announcing a refreshed identity for its consumer advice business.

Financial Standard

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