Australia
· Delayed Price · Currency is AUD 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; and mortgage brokerage, 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.
WT Financial Group Limited was founded in 2010 and is based in Sydney, Australia.
| 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 |
| Ricton Jones | 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 |
| Tony Pelosi | Senior Advisor and Head of Workplace Education Services, Strategy Management Team - SFG Private Wealth |
| Jack Standing | Group Head of Advice and Responsible Manager |
| Michael Pelosi | Senior Client Adviser and National Head of Strategy Management - SFG Private Wealth |