WT Financial Group

Finance · Australia · 51-200 Employees

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Overview

Headquarters

L 5 95 Pitt St, Sydney, New South Wales,...

Phone Number

+61 1300238405

Revenue

$161.7 Million

Stock Symbol

WTL

Industry

Finance Securities Trading Holding Companies & Conglomerates

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's Social MediaSIC Code 62,628NAICS Code 52,523Ticker ASX: WTLShow more

WT Financial Group Org Chart

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Michael Peters, Chief Financial Officer at WT Financial Group
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Chief Financial Officer

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Chief Operating Officer

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RJ
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Group Head of Finance

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

WT Financial Group

$161.7M
51-200
Public
-
2014
Michael Peters, Chief Financial Officer at WT Financial Group
Michael PetersChief Financial Officer
<$5M
11-50
Private
-
2001
PT
Peter TannerPractice Manager
<$5M
11-50
Private
-
2003
MM
Melissa MorganDirector and Partner - Maddern Accountants Pty Ltd
<$5M
11-50
Private
-
-
NC
Nicola ChaffeDirector and Financial Adviser
<$5M
11-50
Private
-
2009
SH
Suzanne HaddanManaging Director
Illustration of an envelope

WT Financial Group Tech Stack

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Frequently Asked Questions Regarding WT Financial Group

What is WT Financial Group's stock symbol?
WT Financial Group's stock symbol is WTL
What is WT Financial Group's official website?
WT Financial Group's official website is www.wtfglimited.com
What is WT Financial Group's Revenue?
WT Financial Group's revenue is $161.7 Million
What is WT Financial Group's SIC code?
WT Financial Group's SIC: 62,628
What is WT Financial Group's NAICS code?
WT Financial Group's NAICS: 52,523
How many employees does WT Financial Group have?
WT Financial Group has 51-200 employees
What industry does WT Financial Group belong to?
WT Financial Group is in the industry of: Finance, Securities Trading, Holding Companies & Conglomerates
What is WT Financial Group competition?
WT Financial Group top competitors include: Maddern Financial Advisers, Visis, Venture Financial Planning, BFG Financial Services
What companies has WT Financial Group acquired?
WT Financial Group has acquired the companies: Moneytree Partners, Digifi Group, Pink Diamond Financial Group
What technology does WT Financial Group use?
Some of the popular technologies that WT Financial Group uses are: WordPress.org, PHP, Google Universal Analytics, Microsoft 365
Who is the CFO of WT Financial Group?
WT Financial Group's CFO is Michael Peters
How do I contact WT Financial Group?
WT Financial Group contact info: Phone number: +61 1300238405 Website: www.wtfglimited.com
What does WT Financial Group do?

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... 2C 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.Read More

What are WT Financial Group social media links?
WT Financial Group Linkedin page
Is WT Financial Group a public company?
Yes, WT Financial Group is a public company and is traded under the symbol WTL
See more information about WT Financial Group

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