WT Financial Group Limited
WT Financial Group Limited
Your view on WTL.AX
Overview
What the company does, where it operates, and who runs it.
About WT Financial Group Limited
- Industry
- Asset Management
- Sector
- Financial Services
- CEO
- Keith Robert Cullen
- Headquarters
- Australia Square Plaza Building, Sydney, NSW, AU
- Industry
- Asset Management
- Sector
- Financial Services
- CEO
- Keith Robert Cullen
- Headquarters
- Australia Square Plaza Building, Sydney, NSW, AU
WT Financial Group Limited, an Australian company established in Sydney in 2014, offers a wide array of financial services, operating through distinct Business-to-Business (B2B) and Direct-to-Consumer (D2C) segments.
The firm provides comprehensive support to its business clients, including licensing, compliance and risk management, professional education and training, technical assistance, and practice development services, which incorporate consumer marketing and educational resources.
For its direct clients, WT Financial Group delivers services encompassing financial planning, investment guidance, product distribution, mortgage finance and brokerage, accounting, and Self-Managed Superannuation Fund (SMSF) administration.
The company also offers expert advice on wealth management, retirement planning, investment strategies, mortgages, and taxation, covering planning, structuring, and the preparation and lodgement of tax returns.
Its product offerings are diverse, featuring superannuation investments, insurance, general finance options, equities, and both direct and SMSF-held residential and commercial properties for retail and wholesale clients. Additionally, it provides specialized home loan solutions for private wealth clients.
The company previously traded as Spring FG Limited before changing its name to WT Financial Group Limited in November 2019.
Media
Infographics, videos, and posts covering the company.
Stock Data
Price chart, volume, and trading data.
Fair Value
What FRC thinks it is worth vs. the current price.
FRC's fair value estimate for WT Financial Group Limited, and the rating behind it. WTL.AX last traded at AUD 0.17, 11.6× 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 WT Financial Group Limited. Starting points for WT Financial Group Limited: P/E 11.6, EPS AUD 0.01, beta 0.33 — 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 WT Financial Group Limited. WT Financial 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 WT Financial Group Limited. Trailing twelve-month EPS for WT Financial 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 WT Financial Group Limited. WT Financial Group Limited has reported as a listed company since 2015. 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.
WT Financial Group Limited valued side by side against its closest peers. WT Financial 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
PremiumWhich funds and firms own the stock.
Which institutions hold WT Financial Group Limited, and how their positions are changing. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings. Included with FRC Premium.
Insider Trading
PremiumRecent buying and selling by company executives.
Buying and selling by WT Financial Group Limited executives and directors. Shares of WT Financial Group Limited have traded between AUD 0.12 and AUD 0.18 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. Included with FRC Premium.
Senate Trading
PremiumU.S. Senator disclosures filed under the STOCK Act.
U.S. Senate disclosures naming WT Financial Group Limited. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely. Included with FRC Premium.
House Trading
PremiumU.S. Representative disclosures filed under the STOCK Act.
U.S. House of Representatives disclosures naming WT Financial Group Limited. Representatives' reported transactions in this security, shown next to the company's fundamentals. Included with FRC Premium.
News
Latest headlines and market coverage.
Latest headlines and company announcements for WT Financial Group Limited. Coverage tracks WT Financial Group Limited within Asset Management (Financial Services). Press releases and market coverage, newest first.