WT Financial Group provides a presentation deck delivered at the company’s webinar discussing the Half Year to December 31, 2023, the outlook for the advice sector and the group.
WT Financial Group provides commentary on its half-year results for the period ending December 31, 2023, and invites shareholders to join an investor webinar for a comprehensive company and industry update.
WT Financial Group presents its audit-reviewed Interim Report and Appendix 4D for the half-year ending on December 31, 2023, confirming an 8% increase in EBITDA profit compared to the PCP.
WT Financial Group’s B2B division has established itself as the largest non-institutionally-owned, non-product producing financial adviser network in Australia. The Group’s advice and product offerings are delivered primarily through a group of privately-owned and operated financial advice practices whose advisers operate as authorised representatives under its Wealth Today, Sentry Advice, Synchron Advice and Millennium3 subsidiaries.
The Group’s B2C division delivers a range of services directly to wholesale and retail clients through the Spring Financial Group brand, encompassing financial planning, accounting & tax services, and mortgage finance services.
The Group offers market-leading financial education services for advisers and consumers through regular seminar programs and the publication of its Wealth Adviser library of more than 100 financial literacy handbooks and manuals on a broad range of financial and investment market topics.
Paul Sanger talks with Keith Cullen post the company’s acquisition of Millennium3 from Insignia Financial.
FNN
IFA reports on WT Financial’s purchase of 100 per cent of the issued capital of Millennium3, with the deal set to be completed by mid-December.
IFA
Read Article (External Link) »
Money Management reports on WT Financial Group’s addition of Millennium3 and the assoicated 140 wealth and personal risk insurance advisers.
Money Management
Read Article (External Link) »