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Showing 1 - 10 of 26 results for "Keith Cullen"

Insignia, WT Financial complete Millennium3 transfer

JAMIE WILLIAMSON  |  MONDAY, 11 DEC 2023
... development staff and three practice support professionals have also transferred. WT Financial Group chief executive Keith Cullen said the acquisition further cements the group as one of the nation's largest advice groups. "We're delighted to welcome ...

Insignia Financial finds buyer for Millennium3

CASSANDRA BALDINI  |  TUESDAY, 21 NOV 2023
... with the final purchase price adjusted at completion to reflect any retained working capital. WTL chief executive Keith Cullen said the acquisition represents a significant opportunity to continue leveraging its scale to benefit the advice practices ...

More consolidation is needed, says Diverger chief

CASSANDRA BALDINI  |  WEDNESDAY, 28 SEP 2022
... Financial Group (WTL) being one. In 2021 it acquired Sentry Group and earlier this year Synchron. WTL managing director Keith Cullen agrees scale is an important part of growth. "One thing we've been able to do is really get integration benefits ...

Acquisitions underpin WT Financial Group results

CASSANDRA BALDINI  |  TUESDAY, 27 SEP 2022
... jumped to $3.92 million for FY22 from just $36,000 in FY21, driven by its recent acquisitions. WTL managing director Keith Cullen attributed the positive results to its B2B restructure and the acquisition of Synchron and Sentry Group. He said when you ...

WT Financial Group acquires Synchron

KARREN VERGARA  |  TUESDAY, 15 MAR 2022
... a broader base of personnel and programs to help support and grow their businesses," he said. WTL chief executive Keith Cullen said: "WTL will benefit from Synchron's line of talented state managers who will add significant value to the overall group ...

Licensee to acquire Sentry Group

KARREN VERGARA  |  TUESDAY, 15 JUN 2021
... be more than $2 million. The acquisition is expected to complete on July 19. WTL was founded by managing director Keith Cullen, who will lead the new firm. WTL operates Wealth Today, which provides dealer group services and Spring Financial Group, which ...

Advice group rebuilds following regulatory headwinds

DARREN SNYDER  |  MONDAY, 26 NOV 2018
... management. Addressing the Spring Financial Group annual general meeting in Sydney this morning, managing director Keith Cullen said 2017 changes to superannuation rules and APRA policy moves to rein in residential property lending, as well as the financial ...

Spring FG wealth GM departs in management restructure

ALEX BURKE  |  TUESDAY, 6 FEB 2018
... responsible manager of Spring FG Wealth. All will join an executive committee reporting directly to group managing director Keith Cullen. The company explained that the restructure "will return [it] to growth and to operating profitability during 2018." ...

Spring FG exec transfers to risk advisory firm as part of new partnership

ALEX BURKE  |  FRIDAY, 22 DEC 2017
... also be made subject to renewal policy revenue remaining at or above $600,000 per annum. Spring FG managing director Keith Cullen explained: "Working with Fairbridge will enable our salaried advisers in our Spring-branded offices to bring more specialist ...

Spring FG acquires $200m dealer group

ALEX BURKE  |  MONDAY, 18 DEC 2017
... authorised reps, and an established brand to build our dealer group operations under," Spring FG managing director Keith Cullen said. "We will benefit from an established infrastructure, while existing Wealth Today authorised reps and those joining the ...
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