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Showing 1 - 10 of 24 results for "Sentry Group"

Acquisitions boost WT Financial Group results

KARREN VERGARA  |  TUESDAY, 13 AUG 2024
... largest non-aligned dealer groups at the time with more than 600 advisers and $16 billion in FUA. In 2021, it acquired Sentry Group for $7 million. "We've seen compounding growth in underlying NPBT above 50% for four straight years now, which underscores ...

More consolidation is needed, says Diverger chief

CASSANDRA BALDINI  |  WEDNESDAY, 28 SEP 2022
... scale does sit high on the priority list for several firms, WT 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 ...

Acquisitions underpin WT Financial Group results

CASSANDRA BALDINI  |  TUESDAY, 27 SEP 2022
... director Keith Cullen attributed the positive results to its B2B restructure and the acquisition of Synchron and Sentry Group. He said when you invest $20 million in acquisitions then you probably want it to reflect in your results. "The neat part is ...

WT Financial Group acquires Synchron

KARREN VERGARA  |  TUESDAY, 15 MAR 2022
... business and help integrate WTL's existing operations and retain and grow the existing client base. WTL acquired Sentry Group for $7 million in June 2021. To fund its latest acquisition, WTL raised $3.05 million via a 30.5 million placement of new ...

WTL posts $3.3m loss

KARREN VERGARA  |  WEDNESDAY, 1 SEP 2021
... training, technical support, and practice management and development services. In July, it completed the acquisition of Sentry Group, adding around 275 advisers to the group. While Wealth Today and Sentry provide the same suite of licensing solutions ...

Licensee to acquire Sentry Group

KARREN VERGARA  |  TUESDAY, 15 JUN 2021
An ASX-listed financial services firm will acquire Sentry Group for $7 million and add 155 authorised representatives to its books. WT Financial Group (WTL) announced today that upon completing the takeover, it will have some 275 financial advisers ...

Synchron compliance lead resigns

ELIZABETH MCARTHUR  |  WEDNESDAY, 12 AUG 2020
... compliance - advice assurance in February. "Most recently Hanna was head of compliance and chief risk officer at Sentry Group, a position she held for almost 10 years. We are very pleased to welcome her to the Synchron team," Trapnell said. Synchron ...

Three advisers cop ASIC bans

KANIKA SOOD  |  WEDNESDAY, 20 NOV 2019
... banned Lawrence Dean O'Neill for four years. He spent 10 years at NAB's Godfrey Prembroke until 2013 when he moved to Sentry Group's Wealthsure Financial Services. All banning orders were made under sections 920A and 920B of Corporations Act.

Sentry Group awards industry excellence

JAMIE WILLIAMSON  |  TUESDAY, 28 MAR 2017
A West Australian advice firm was named Practice of the Year in Sentry Group's 2016 Excellence Awards. Mount Hawthorn-based PMM Financial Advisors received the award at an event in Perth, with Sentry Group chief executive Murray Hills saying the non-aligned ...

Sentry Group partners for back office solution

KERRIE SYDEE  |  TUESDAY, 20 SEP 2016
Sentry Group has entered an exclusive joint venture arrangement with an ASX listed company which specialises in software development. Under stage one of the arrangement, Intiger Asset Management, a wholly own subsidiary of the Intiger Group, will provide ...
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