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Wt Financial Group WTL.AX · AUD

Financials · ASX · 🇦🇺 Australia

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Close of 9 Nov 2026, in AUD

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About Wt Financial Group

Its shares trade on ASX under the ticker WTL.AX. It has been listed since 9 March 2015. In the fiscal year to 30 June 2026, it reported net income of A$5.0m. At that date it held total assets of A$75.0m and shareholders' equity of A$34.6m.

WT Financial Group Ltd. operates as a holding company. The company is headquartered in Sydney, New South Wales. The company went IPO on 2015-03-09. The firm operates through two segments: Business to business (B2B) and Direct to consumer (B2C). The B2B segment includes financial planning, investment advice and product sales and licensing services and product offerings delivered through (and to) independently owned financial advice practices whose advisers operate as authorized representatives of Wealth Today Pty Ltd (Wealth Today), Sentry Group Pty Ltd (Sentry), and Synchronised Business Services Pty Ltd (Synchron). The B2C segment includes an accounting practice, with salaried employees offering accounting, tax and SMSF administration services to consumers under the Company's corporate structure/brand. The B2C segment also includes a mortgage brokerage business, with salaried employees assisting consumers with mortgages; and a real estate license with salaried employees offering real estate services as a buyer's agent or seller agent.

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

Company facts

Sector
Financials
Industry
Financial Services
Listed since
9 Mar 2015

Leadership

Pay as last reported

  • Guy De Courcy HedleyNon-Executive Chairman of the Board
  • Mr. Keith CullenChief Executive Officer, Founder, Managing Director, Executive Director
  • Mr. Russell ScottChief Financial Officer, Joint Chief Operating Officer
  • Mr. Frank PaulJoint Chief Operating Officer
  • Mr. Ian MorganCompany Secretary
  • Mr. Chris KelesisNon-Executive Director, since 2021
  • Mrs. Chelsea PottengerNon-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

  • B2B segment delivers financial planning through Wealth Today, Sentry, and Synchron
  • B2C segment offers accounting, tax, and SMSF services under corporate brand
  • Mortgage brokerage and real estate services operate with salaried employees in B2C

Weaknesses

  • IPO on 9 March 2015 limits recent market presence
  • B2B relies on independently owned financial advice practices
  • B2C segments require salaried employee management

Opportunities

  • Expanding B2B partnerships with financial advice practices
  • Growing demand for accounting and tax services in Australia
  • Increasing mortgage brokerage activity in Sydney market

Threats

  • Regulatory changes in Financial Services sector
  • Competition from other financial advice providers
  • Economic downturn affecting consumer spending on real estate services

Sources and methodology

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

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