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WT Financial Group Limited
WT Financial is a Public Company that generates the majority of its income from the Financial Planning and Investment Advice industry. In 2024 the company generated total revenue of $185,339,000 including sales and other revenue. The exact number of employees for this organisation is not available. The Chief Executive of WT Financial is Mr Keith Cullen whose official title is Managing Director & Founder. The Chairman of WT Financial is Mr Guy Hedley whose official title is Non-Executive Chairman. WT Financial Group Limited is an ASX-listed business-to-business and business-to-customer service providing company in the financial services industry. Operating in Australia, the Company operates through the following entities: Wealth Today Pty Ltd Sentry Group Pty Ltd Synchronised Business Services Pty Ltd Spring Financial Group (including the entities of SFG Private Wealth Pty Ltd, Spring FG Accounting Pty Ltd and Spring FG Finance)The Company offers financial planning, accounting and tax, mortgage finance and investment and asset management services.
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What's included in this industry analysis
IBISWorld's research coverage on the WT Financial Group Limited includes market sizing, forecasting, data and analysis. The most recent publication will be as current as of March 2026.
Company Details
What’s this enterprise profile about?
WT Financial Group Limited, trading as WT Financial, operates under the ABN 87 169 037 058 and was incorporated on 10 April 2014. WT Financial Group Limited trades on the Australian Securities Exchange under the ticker code ASX:WTL. WT Financial Group Limited primarily operates in the Funds Management Services industry in Australia.
Key Personnel
What’s included in the Key Personnel chapter?
The Key Personnel chapter outlines the principal leadership positions within WT Financial Group Limited, including the Chairman, Board members, Chief Executive Officer, and other key management personnel. It provides an overview of the company’s governance and executive structure, along with a breakdown of gender diversity across leadership roles, offering insight into the composition of the organisation’s senior team.
Financials
What’s included in the Financials chapter?
The Financials chapter presents WT Financial Group Limited’s historical financial performance, including detailed profit and loss statements outlining sales revenue, cost of sales, and profitability. It also incorporates balance sheet data, providing a breakdown of assets and liabilities, as well as additional financial metrics such as the number of shares on issue. Together, these disclosures offer a comprehensive view of the company’s financial position and performance over time.
Growth & Ratios
What’s included in the Growth & Rations chapter?
The Growth & Ratios chapter provides historical data on key financial performance indicators, enabling an assessment of the company’s operational efficiency, profitability, and financial structure over time. Metrics covered include return on equity, return on assets, profit margins, revenue per employee, as well as gearing and leverage ratios, offering a comprehensive view of performance trends and capital management.
Operating Segments
What’s included in the Operating Segments chapter?
The Operating Segments chapter provides an overview of the revenue composition and asset allocation across the various industries in which WT Financial Group Limited operates. It offers insights into how the company’s financial performance is distributed among its core business segments, highlighting the relative contribution of each industry to total revenue.
Competitor Benchmarking
What’s included in the Competitor Benchmarking chapter?
The Competitor Benchmarking chapter includes a comparative assessment of WT Financial Group Limited’s key financial, growth, and valuation ratios against industry averages to evaluate its competitive position. It analyses valuation metrics such as price-to-earnings, price-to-book, enterprise value to EBITDA, and enterprise value to sales, alongside core financial indicators including liquidity ratios and profitability measures.
Industries of Operation
What’s included in the Industries of Operation chapter?
The Industries of Operation chapter outlines WT Financial Group Limited’s market share across the industries in which it operates. Each industry profile includes a comprehensive overview featuring data on total market size, the number of enterprises, industry concentration levels, and overall turnover. This analysis provides context for the company’s competitive position and scale within each relevant market.
Shareholders
What’s included in the Shareholders chapter?
The Shareholders chapter provides a breakdown of the ownership structure of WT Financial Group Limited, identifying key shareholders and outlining their respective ownership interests. This section offers insight into the concentration of shareholdings, the presence of institutional or strategic investors, and the overall distribution of equity within the company.
Subsidiaries
What’s included in the Subsidiaries chapter?
The Subsidiaries chapter provides an overview of the companies and business entities that are wholly or partially owned by WT Financial Group Limited. It outlines the ownership structure of each subsidiary, offering insight into the broader corporate group and how these entities contribute to the company’s overall activities and performance.
History
What’s included in the History chapter?
The History chapter presents a overview of WT Financial Group Limited’s development, highlighting key milestones and significant corporate events since its incorporation. It includes the company’s incorporation date and outlines major strategic, operational, and structural developments, providing context for its evolution and current market position.
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Frequently Asked Questions
What is WT Financial Group Limited?
WT Financial Group Limited is an ASX-listed business-to-business and business-to-customer service providing company in the financial services industry. Operating in Australia, the Company operates through the following entities: Wealth Today Pty Ltd Sentry Group Pty Ltd Synchronised Business Services Pty Ltd Spring Financial Group (including the entities of SFG Private Wealth Pty Ltd, Spring FG Accounting Pty Ltd and Spring FG Finance)The Company offers financial planning, accounting and tax, mortgage finance and investment and asset management services.
What industry does WT Financial Group Limited operate in?
WT Financial Group Limited, trading as WT Financial, is a Public Company that generates the majority of its income from the Funds Management Services industry in Australia.
Where is WT Financial Group Limited located?
Murray Cod Australia Limited company is based at 95 Pitt Street, Sydney, New South Wales, Australia.
Who is the CEO of WT Financial Group Limited?
The MANAGING DIRECTOR of WT Financial Group Limited is Mitchell Ansiewicz and the MANAGING DIRECTOR is Keith Robert Cullen.
What was WT Financial Group Limited’s revenue in 2025?
In 2025, WT Financial Group Limited generated total revenue of approximately $185.3 million.
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