WT Financial Group Company Description

WT Financial Group Limited provides a range of financial services.

It operates in two segments, Business to Business and Direct to Consumer. The company provides licensing, risk management and compliance, education and training, and technical support services; and practice management and development services, including consumer marketing and education tools.

It also offers financial planning, investment advice, and product sales and licensing services; tax, accounting, and SMSF administration services.

In addition, the company provides wealth management, personal risk insurance advice, and retirement planning services.

The company was formerly known as Spring FG Limited and changed its name to WT Financial Group Limited in November 2019.

The company was founded in 2010 and is based in Sydney, Australia.

WT Financial Group Limited

Country	Australia
Founded	2010
Industry	Asset Management
Sector	Financials
CEO	Keith Cullen

Contact Details

Address: Australia Square Plaza Building Sydney, 2000 Australia
Phone	61 2 9248 0422
Website	wtfglimited.com

Stock Details

Ticker Symbol	WTL
Exchange	Australian Securities Exchange
Fiscal Year	July - June
Reporting Currency	AUD
ISIN Number	AU0000065054
SIC Code	6200

Key Executives

Name	Position
Keith Robert Cullen	Founder, Chief Executive Officer, Group MD and Executive Director
Frank Paul	Joint Chief Operating Officer and Group Head of Risk
David Newman DipFinPlan	Joint Chief Operating Officer and Head of Adviser Services
Ricton Jones	Group Head of Finance
Jane Morgan	Investor and Media Relations
Cara Edwards	Group Head of Compliance and Education
Shelly Radford	Group Head of Legal and In-house Counsel
Luisa Lester	Group Marketing Manager
Jack Standing	Group Head of Advice and Responsible Manager
Michael Pelosi	Senior Client Adviser and National Head of Strategy Management - SFG Private Wealth