Description: WT Financial Group Limited provides a range of financial services. It operates through two segments, Financial Planning, Investment Advice and Product Sales; and Accounting and Taxation Services. The company offers financial advice solutions, such as financial planning, retirement planning, superannuation, taxation management, and debt structuring and management; and investment advice solutions, including managed funds, direct equities, direct property investments, superannuation investments, and other investments. It also provides risk management services comprising risk assessment, personal insurance, business insurance, and estate planning; and tax and accounting services financial reporting, taxation management, tax return preparation and lodgement, SMSF specialist, and corporate compliance, as well as offers e-books and education 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 incorporated in 2014 and is headquartered in Sydney, Australia.
Home Page: www.wtfglimited.com
WTL Technical Analysis
Australia Square Plaza Building
Sydney,
NSW
2000
Australia
Phone:
61 2 9248 0422
Officers
| Name | Title |
|---|---|
| Mr. Keith Robert Cullen | Founder, CEO, Group MD & Exec. Director |
| Mr. Frank Paul | Joint COO & Group Head of Risk |
| Mr. David Newman DipFinPlan | Joint Chief Operating Officer |
| Mr. Ricton Jones | Head of Fin. |
| Ms. Cara Edwards | Group Head of Compliance & Education |
| Ms. Shelly Radford | Group Head of Legal & In-house Counsel |
| Mr. Tony Pelosi | Sr. Advisor & Head of Workplace Education Services, Strategy Management Team - SFG Private Wealth |
| Mr. Jack Standing | Group Head of Advice & Responsible Mang. |
| Mr. Michael Pelosi | Sr. Client Adviser & National Head of Strategy Management - SFG Private Wealth |
| Mr. Tim Suter | Head of Digital Strategy & Operations |
Exchange: AU
Country: AU : Australia
Currency: Australian Dollar (A$)
| Forward PE: | 0 |
|---|---|
| Trailing PE: | 13.85 |
| Price-to-Book MRQ: | 1.2721 |
| Price-to-Sales TTM: | 0.2508 |
| IPO Date: | |
| Fiscal Year End: | June |
| Full Time Employees: | 0 |