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Showing 1 - 10 of 22 results for "WT Financial Group"

WT Financial Group welcomes first chief financial officer

MATTHEW WAI  |  THURSDAY, 9 APR 2026
The ASX-listed WT Financial Group (WTL) has welcomed its inaugural chief financial officer, who was integral in the execution of the company's Investco strategy. Michael Peters has been appointed to the newly created role and will accelerate its consolidation ...

Merchant pledges long-term commitment to Australia with new hires

MATTHEW WAI  |  THURSDAY, 9 APR 2026
... in a Brisbane-based advice group earlier this year, and partnering with ASX-listed financial advice network WT Financial Group to continue developing the Investco strategy.

WT Financial Group focuses on B2B strategy as profits grow

MATTHEW WAI  |  FRIDAY, 27 FEB 2026
WT Financial Group (WTL), the ASX-listed financial advice group, saw its net revenue increase 17.8% to $15.4 million in the first half of FY26, as it continues to grow its Hubco and Investco strategy. Gross revenue and other income were $119.6 million ...

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

MATTHEW WAI  |  WEDNESDAY, 4 FEB 2026
... for 2026, it has refreshed the identity of 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 ...

WTL mergers three advice firms amid joint venture

KARREN VERGARA  |  FRIDAY, 4 APR 2025
WT Financial Group (WTL) is consolidating three financial advice practices - Titan Financial Planning, Darwin Financial Services and Wealth Connect Financial Services - after announcing its joint venture with Merchant Wealth Partners this week. The ...

WT Financial enters JV with Merchant Wealth

ELIZA BAVIN  |  MONDAY, 31 MAR 2025
WT Financial Group has entered a 50/50 joint venture with Merchant Wealth Partners to invest in Australian financial advice practices. The newly established entity - WTL & MWP Investco (Investco) - intends to provide strategic growth capital to high-potential ...

Acquisitions boost WT Financial Group results

KARREN VERGARA  |  TUESDAY, 13 AUG 2024
Major acquisitions, including the takeover of Millennium3, helped WT Financial Group (WTL) boost performance in the 2024 financial year. Releasing preliminary results this morning, WTL founder and managing director Keith Cullen said revenue for the ...

FSC expands financial advice membership

KARREN VERGARA  |  WEDNESDAY, 24 APR 2024
... six licensees to its network of members. Count, Fortnum Private Wealth, Infocus, Otivo, Rhombus Advisory, and WT Financial Group have joined FSC's new initiative. This new model of engagement will see the licensees contribute to the FSC's policy development ...

Adviser numbers plateau

KARREN VERGARA  |  THURSDAY, 18 APR 2024
... merger. Last year, major mergers and acquisitions included Insignia Financial selling Millennium3 to ASX-listed WT Financial Group (WTL) with a total of 75 practices transitioning. Count finalised its takeover of Diverger last month.

Adviser numbers stable at 15,650

KARREN VERGARA  |  MONDAY, 15 JAN 2024
... marked by several mergers and acquisitions during 2023. Insignia Financial handed over Millennium3 to ASX-listed WT Financial Group (WTL) with a total of 75 practices transitioning. WTL acquired Synchron in 2022 and now has about $23 billion in funds ...
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