The Australian Wealth Advisors Group Limited
The Australian Wealth Advisors Group Limited
Your view on WAG.AX
Overview
What the company does, where it operates, and who runs it.
About The Australian Wealth Advisors Group Limited
- Industry
- Asset Management
- Sector
- Financial Services
- CEO
- Lee Darion Peter IaFraté
- Headquarters
- 30 Collins Street, Melbourne, VIC, AU
- Industry
- Asset Management
- Sector
- Financial Services
- CEO
- Lee Darion Peter IaFraté
- Headquarters
- 30 Collins Street, Melbourne, VIC, AU
Operating with its various subsidiaries across Australia, The Australian Wealth Advisors Group Limited is dedicated to providing specialized wealth management advice and fund administration services. The firm's comprehensive offerings include licensing and wealth guidance support, professional investment management, and assistance with merger and acquisition transactions. Established in 2021, the company maintains its primary operations in Melbourne, Australia.
Media
Infographics, videos, and posts covering the company.
Stock Data
Price chart, volume, and trading data.
Fair Value
What FRC thinks the stock is worth vs. the current price.
FRC's fair value estimate for The Australian Wealth Advisors Group Limited, and the rating behind it. WAG.AX last traded at AUD 0.57, 57.5× trailing earnings — the estimate is read against that market price. FRC analysts run the firm's valuation model across the companies on this platform to estimate what each one is worth, rather than republishing a consensus average. Shows the current estimate, our rating, and when it was last revised. A free account covers 7 company valuations a month; a paid subscription is unlimited.
Financial Ratios
Profitability, returns, valuation, and leverage ratios.
Valuation, profitability, liquidity and leverage ratios for The Australian Wealth Advisors Group Limited. Starting points for The Australian Wealth Advisors Group Limited: P/E 57.5, EPS AUD 0.01, beta 0.80 — an Asset Management name. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.
Dividend Analysis
Yield, payout ratio, and dividend coverage metrics.
Dividend history, yield and payout sustainability for The Australian Wealth Advisors Group Limited. The Australian Wealth Advisors Group Limited does not currently pay a regular dividend, so this section tracks capacity rather than history. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.
Earnings Analysis
EPS history, beat rate, and upcoming earnings reports.
Reported vs. expected earnings history for The Australian Wealth Advisors Group Limited. Trailing twelve-month EPS for The Australian Wealth Advisors Group Limited stands at AUD 0.01. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.
Financial Statements
Income statement, balance sheet, and cash flow statements.
Income statement, balance sheet and cash flow history for The Australian Wealth Advisors Group Limited. The Australian Wealth Advisors Group Limited has reported as a listed company since 2024. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.
Comparables
List of peer companies in the same industry.
The Australian Wealth Advisors Group Limited valued side by side against its closest peers. The Australian Wealth Advisors Group Limited is measured against Asset Management peers within the Financial Services sector. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.
Institutional Ownership
Which funds and firms own the stock.
Which institutions hold The Australian Wealth Advisors Group Limited, and how their positions are changing. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings.
Insider Trading
Recent buying and selling by company executives.
Buying and selling by The Australian Wealth Advisors Group Limited executives and directors. Shares of The Australian Wealth Advisors Group Limited have traded between AUD 0.35 and AUD 0.66 over the past 52 weeks — context for the timing of the transactions below. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned.
Senate Trading
U.S. Senator disclosures filed under the STOCK Act.
U.S. Senate disclosures naming The Australian Wealth Advisors Group Limited. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely.
House Trading
U.S. Representative disclosures filed under the STOCK Act.
U.S. House of Representatives disclosures naming The Australian Wealth Advisors Group Limited. Representatives' reported transactions in this security, shown next to the company's fundamentals.
News
Latest headlines and market coverage.
Latest headlines and company announcements for The Australian Wealth Advisors Group Limited. Coverage tracks The Australian Wealth Advisors Group Limited within Asset Management (Financial Services). Press releases and market coverage, newest first.