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WT Financial Group Limited (WTL.AX)
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.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.00% | -7.69% | -4.00% | -17.24% | -20.00% | -14.29% | -4.00% | +51.90% | +76.47% | -40.00% | -72.09% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2024-11 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 0 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
-
Revenue growth Asset Management: +17.4%-84.5% Q4'25: -80.4% (vs Q4'23)
-
EPS growth Asset Management: +22.7%+19.5% Q4'25: +7.7% (vs Q4'23)
-
FCF margin FCF growth · Asset Management: +27.7%+8.5% ★ Q4'25: +13.3% (vs Q4'23)
-
EBIT margin Asset Management: +50.6%+22.0% Q4'25: +18.1% (vs Q4'23)
-
ROIC Asset Management: +6.5%+18.1% ★ Q4'25: +29.7% (vs Q4'23)
-
Share dilution Asset Management: +0.0%+1.0% Q4'25: +1.5% (vs Q4'23)
-
Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×1.15× ★ Q4'25: 0.68× (vs Q4'23)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Jun 2017 actual |
Jun 2020 actual |
Jun 2022 actual |
Jun 2023 actual |
Jun 2024 actual |
|---|---|---|---|---|---|
| Revenue |
11.14M
est: 14.10M (-21.0%)
|
12.07M
est: 14.10M (-14.4%)
|
101.74M
est: 78.00M (+30.4%)
|
160.52M
est: 81.10M (+97.9%)
|
185.47M
est: 84.30M (+120.0%)
|
| EBITDA |
690.4K
est: 1.02M (-32.0%)
|
465.1K
est: 1.02M (-54.2%)
|
3.31M
est: 5.62M (-41.0%)
|
5.73M
est: 5.84M (-2.0%)
|
6.34M
est: 6.07M (+4.3%)
|
| EBIT |
370.7K
est: 812.5K (-54.4%)
|
148.2K
est: 812.5K (-81.8%)
|
3.28M
est: 4.49M (-26.9%)
|
5.63M
est: 4.67M (+20.4%)
|
5.71M
est: 4.86M (+17.6%)
|
| Net Income |
968.8K
est: 60.20M (-98.4%)
|
-593.5K
est: 60.20M (-101.0%)
|
1.87M
est: 3.78M (-50.5%)
|
4.14M
est: 3.10M (+33.8%)
|
3.85M
est: 3.44M (+12.0%)
|
| SGA |
2.70M
est: 1.36M (+99.2%)
|
3.38M
est: 1.36M (+149.1%)
|
5.29M
est: 7.51M (-29.5%)
|
8.44M
est: 7.80M (+8.2%)
|
9.81M
est: 8.11M (+20.9%)
|
| EPS |
0.01
est: 0.18 (-95.6%)
|
0.00
est: 0.18 (-102.2%)
|
0.01
est: 0.01 (-40.9%)
|
0.01
est: 0.01 (+41.1%)
|
0.01
est: 0.01 (+13.0%)
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-29 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-28 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-25 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-22 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-20 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-19 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-18 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-15 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-14 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-13 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-12 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-08 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-06 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 3/5 | 2/5 | 2/5 |
| 2026-05-01 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-30 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-28 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-27 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-23 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 2/5 | 2/5 |
| 2026-04-20 | B+ | 3/5 | 3/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
| 2026-04-16 | A- | 4/5 | 4/5 | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 |
Owner Earnings
Ownership Overview
Ownership breakdown not available.
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional history not available.
Top holders not available.
ETF Ownership
This company is not held by any ETF in our universe.
Insider Activity
No insider activity available.
Insider history not available.
No recent insider transactions.
Executive team
Executive compensation
Executive compensation not available.
No CEO compensation history available.
Proxy statements
No proxy statements available for this company yet.
Recent SEC filings
No SEC filings available for this company yet.
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Keith Robert Cullen | Founder, Chief Executive Officer, Group MD & Executive Director | 777.0K | male |
| David Newman DipFinPlan | Joint Chief Operating Officer & Head of Adviser Services | 331.8K | male |
| Frank Paul | Joint Chief Operating Officer & Group Head of Risk | 328.9K | male |
| Luisa Lester | Group Marketing Manager | — | female |
| Michael Pelosi | Senior Client Adviser & National Head of Strategy Management - SFG Private Wealth | — | male |
| Michael Peters | Company Secretary & CFO | — | male |
| Ricton Jones | Group Head of Finance | — | male |
| Cara Edwards | Group Head of Compliance & Education | — | female |
| Shelly Radford | Group Head of Legal & In-house Counsel | — | female |
| Jack Standing | Group Head of Advice & Responsible Manager | — | male |
| Jane Morgan | Investor & Media Relations | — | — |
No data available for this company.
No Senate trading activity found for this company.
No House trading activity found for this company.
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Community Opinion for WTL.AX
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
