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Showing 1 - 10 of 34 results for "Keith Cullen"

WT Financial Group welcomes first chief financial officer

MATTHEW WAI  |  THURSDAY, 9 APR 2026
... in the near future to oversee its financial governance and ASX reporting duties. Commenting, WTL managing director Keith Cullen said Peters' appointment fulfilled all criteria required for the role. "This is a high-impact appointment for WTL," Cullen ...

WT Financial Group focuses on B2B strategy as profits grow

MATTHEW WAI  |  FRIDAY, 27 FEB 2026
... management, technology, risk management and practice support capabilities, the firm explained. WTL managing director Keith Cullen said the result reflects the continued maturation of its transformation to a business-to-business (B2B) advice platform ...

WT Financial Group clear on 2026 strategy, rebrands retail advice arm

MATTHEW WAI  |  WEDNESDAY, 4 FEB 2026
... its consumer advice business, signalling an evolution is underway. WT Financial Group founder and managing director Keith Cullen told Financial Standard that the overall market is currently sitting in a "good position" but the firm is eager to provide ...

WT Financial's Investco makes acquisition

ELIZA BAVIN  |  THURSDAY, 7 AUG 2025
... further acquisitions, and operational efficiencies that will enable advisers to thrive," Investco managing director Keith Cullen said. "The strength of our model is in partnering with ambitious advice practices, providing them with patient capital in ...

WTL mergers three advice firms amid joint venture

KARREN VERGARA  |  FRIDAY, 4 APR 2025
... the new entity. ASX-listed WTL will take a 6% stake for its role in advisory and due diligence. WTL chief executive Keith Cullen has been appointed managing director of Investco. Titan principal David McLean is the incoming chief executive of Hubco and ...

WT Financial enters JV with Merchant Wealth

ELIZA BAVIN  |  MONDAY, 31 MAR 2025
... will offer the practices it partners with long-term, "patient capital". WT Financial founder and chief executive Keith Cullen has been appointed managing director of Investco, while Merchant Wealth partner David Haintz will serve as executive director. ...

Acquisitions boost WT Financial Group results

KARREN VERGARA  |  TUESDAY, 13 AUG 2024
... performance in the 2024 financial year. Releasing preliminary results this morning, WTL founder and managing director Keith Cullen said revenue for the underlying business grew 15% to $185.1 million, while net profit before tax (NPBT) jumped 51.4% to ...

FSC expands financial advice membership

KARREN VERGARA  |  WEDNESDAY, 24 APR 2024
... sector to deepen our engagement and strengthen our advocacy on advice issues." WT Financial Group managing director Keith Cullen and Fortnum Financial Group managing director and group chief executive Neil Younger have therefore joined the FSC Board ...

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 ...
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