WT Financial Group
Finance · Australia · 51-200 Employees
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Overview
Headquarters
95 Pitt St L 5, Sydney, New South Wales,...Phone Number
+61 1300238405Website
www.wtfglimited.comRevenue
$161.7 MillionStock Symbol
WTLIndustry
ZI Rank: 1
Signal Type
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ZI Rank
2
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About WT Financial Group
WT Financial Group, founded in 2014, is one of the largest financial adviser networks in Australia. The company provides wealth management, retirement planning, and personal risk insurance advice services through multiple subsidiaries including Wealth Today, Sentry Advice, Synchron Advice, and Millennium3. WT Financial Group operates both B2B and B2C divisions, with the latter delivering financial advice services to wholesale and retail clients through its Spring Financial Group brand. The company also offers support services, professional development programs, and publishes financial literacy resources in digital and printed formats. With multiple locations across Australia, WT Financial Group serves the investment and broader finance industry with comprehensive financial advisory solutions.Explore more
WT Financial Group Org Chart
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Activity Insights
WT Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.
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WT Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about WT Financial Group.
WT Financial Group Tech Stack
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Most Recent Scoops
Earnings
currently generates approximately AUD 220 million in gross adviser revenue across its network, with a midterm pathway targeting AUD 330 million and a long-term pathway of AUD 660 million.
Earnings, Forecasting, Finance
Earnings
WT Financial Group has reported EBITDA of approximately AUD 7 million, EBIT of AUD 6.3 million, and profit before tax of AUD 5.5 million for FY2025, representing five consecutive years of profit growth from a loss-making position in FY2021.
Earnings, Finance
Earnings
WT Financial Group has reported net revenue growth of 16% on the prior corresponding period for the half year, with gross revenue, statutory NPAT, underlying EBIT, and operating cash flow all increasing period-over-period. An interim dividend of 0.25% fully franked was paid during the period.
Earnings, Accounting, Financial Reporting, Finance
Lateral Move
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Executive Moves, Lateral Move
Lateral Move
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Executive Moves, Lateral Move
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Frequently Asked Questions Regarding WT Financial Group
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WT Financial Group, founded in 2014, is one of the largest financial adviser networks in Australia. The company provides wealth management, retirement planning, and personal risk insurance advice services through multiple subsidiaries including Wealth Today, Sentry Advice, Synchron Advice, and Millennium3. WT Financial Group operates both B2B and B... Read More
