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Australian Wealth Advisors Group WAG.AX · AUD

Financials · ASX · 🇦🇺 Australia

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Close of 4 Nov 2026, in AUD

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About Australian Wealth Advisors Group

Its shares trade on ASX under the ticker WAG.AX. It has been listed since 16 February 2024. In the fiscal year to 30 June 2026, it reported revenue before interest expense of A$11.2m and net income of A$689,166. At that date it held total assets of A$14.1m and shareholders' equity of A$13.3m.

Australian Wealth Advisors Group Ltd is a AU-based company operating in Capital Markets industry. The company is headquartered in Melbourne, Victoria. The company went IPO on 2024-02-16. The Australian Wealth Advisors Group Limited is an Australia-based diversified financial services company. The firm is specialized in investing in wealth advisory businesses to build a complete offering across the financial services sector. The Company’s services include license and wealth advisory support, investment management services, and mergers and acquisitions. The company provides support, mentorship to start, or nurture the potential of wealth advisory businesses. The firm is engaged in mergers and acquisitions within the financial services sector.

Figures and description from our data supplier, not checked against the company's own report.

Company facts

Sector
Financials
Industry
Capital Markets
Listed since
16 Feb 2024
Website
awag.au ↗

Leadership

Pay as last reported

  • Mr. Lee IafrateExecutive Chairman of the Board
  • Mr. Sam AdigratiExecutive Chairman of CHPW
  • Mr. Bradley KingExecutive Director of ARMY
  • Mr. Austin NgoExecutive Director of ARMY
  • Mr. Luke PhillipsCompany Secretary
  • Mr. Paul YoungNon-Executive Director
  • Mr. Michael Fitzpatrick AoIndependent Non-Executive Director
  • Mr. David SlackNon-Executive Independent Director
  • Mr. Mark StephenIndependent Non-Executive Director

Environmental, social and governance

Scores out of 100, from our data supplier

ESG
Overall
0
Environment
0
Social
0
Governance
0

SWOT analysis

AI-generated by our data supplier. Not written or checked by our editors.

AI-generated

Strengths

  • Australian Wealth Advisors Group Ltd offers comprehensive wealth advisory services across Australia.
  • The company's IPO on 16 February 2024 marks a significant milestone in its growth.
  • Specialized in investment management and M&A within the Financial Services sector.

Weaknesses

  • Limited presence in international markets beyond Australia's financial services sector.
  • Dependent on the Australian capital markets for its primary business operations.
  • Relatively new to the public market with a short trading history since IPO.

Opportunities

  • Expanding into new wealth advisory segments within the Australian market.
  • Growing demand for financial advisory services in Australia's expanding economy.
  • Potential for M&A activities to acquire complementary wealth advisory businesses.

Threats

  • Economic downturns affecting Australian capital markets and investment activities.
  • Increased regulatory scrutiny in the Financial Services sector.
  • Competition from established financial advisory firms in Australia.

Sources and methodology

Data on this tab
Our data supplier
Chart on the Overview
TradingView

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