Australia Square Plaza Building
Level 5 95 Pitt Street
Sydney, NSW 2000
61 2 9248 0422
|Mr. Keith Robert Cullen||Founder, CEO, Group MD & Exec. Director||472.39k||N/A||1967|
|Mr. Frank Paul||Joint COO & Group Head of Risk||280k||N/A||N/A|
|Mr. David Newman DipFinPlan||Joint Chief Operating Officer||262.95k||N/A||N/A|
|Mr. Ricton Jones||Head of Fin.||N/A||N/A||N/A|
|Ms. Cara Edwards||Group Head of Compliance & Education||N/A||N/A||N/A|
|Ms. Shelly Radford||Group Head of Legal & In-house Counsel||N/A||N/A||N/A|
|Mr. Tony Pelosi||Sr. Advisor & Head of Workplace Education Services, Strategy Management Team - SFG Private Wealth||N/A||N/A||N/A|
|Mr. Jack Standing||Group Head of Advice & Responsible Mang.||N/A||N/A||N/A|
|Mr. Michael Pelosi||Sr. Client Adviser & National Head of Strategy Management - SFG Private Wealth||N/A||N/A||N/A|
|Mr. Tim Suter||Head of Digital Strategy & Operations||N/A||N/A||N/A|
WT Financial Group Limited provides a range of financial services. It operates in two segments, Business to Business and Direct to Consumer. The company provides, licensing, risk management and compliance, education and training, and technical support services; and practice management and development services, including consumer marketing and education tools. It also offers financial planning, investment, and product sales and licensing services; and mortgage finance and brokerage, accounting, and SMSF administration services. In addition, the company provides wealth management, retirement, and investment, as well as mortgage, tax, and finance advice; and tax planning and structuring, and preparation and lodgement of tax returns. Further, it provides superannuation investments, insurance, finance, equities, and direct and SMSF residential and commercial properties to retail and wholesale clients; and home loan solutions for private wealth clients. 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 based in Sydney, Australia.
WT Financial Group Limited’s ISS governance QualityScore as of N/A is N/A. The pillar scores are Audit: N/A; Board: N/A; Shareholder rights: N/A; Compensation: N/A.