Professional Planner editor Chris Dastoor is joined by Entireti group chief executive Neil Younger and WT Financial Group managing director Keith Cullen.
Professional Planner
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Professional Planner covers why WT’s commercial success depends on lifting the capabilities of underlying advice practices rather than simply charging them more.
Professional Planner
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Money Management reports on WT Financial’s Hubco strategy, highlighting the progress of its three Hubcos as they begin contributing positively to the group’s financial performance.
Money Management
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Grafa reports on WT Financial’s FY26 indicative results, highlighting a 20% increase in net profit before tax to $6.6 million, driven by platform operating leverage and higher net revenue across its adviser networks.
Grafa
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WT Financial Group founder and managing director Keith Cullen contributes to Professional Planner, arguing ASIC Report 833 should not be used to restrict Australians’ ability to fund legitimate financial advice through superannuation and calling for clearer accountability between trustees and AFSLs.
Professional Planner
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Financial Standard reports on WT Financial’s sale of its Vesta businesses to Titan Advice Group, highlighting how the transaction advances its Hubco strategy by helping founder-led practices scale while retaining exposure to their growth through equity, dividends and vendor finance.
Financial Standard
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Money Management reports on WT Financial’s strong half-year revenue growth, with managing director Keith Cullen attributing the result to the group’s enterprise structure and advice fee uplift, while urging practices to charge confidently and avoid complacency on pricing.
Money Management
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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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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.
Money Management
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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.
Professional Planner
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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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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 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.
Financial Standard
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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 (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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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.
Money Management
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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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