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WTL.XA - WT Financial Group Limited

Cboe AU - Cboe AU Real-time price. Currency in AUD

WT Financial Group Limited

Australia Square Plaza Building
Level 5 95 Pitt Street
Sydney, NSW 2000
Australia
61 2 9248 0422
https://www.wtfglimited.com

Sector(s):
Industry:
Full-time employees:

Key executives

Name	Title	Pay	Exercised	Year born
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

Amounts are as of 31 December 2022, and compensation values are for the last fiscal year ending on that date. Pay includes salary, bonuses, etc. Exercised is the value of options exercised during the fiscal year. Currency in AUD.

Description

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.

Corporate governance

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.

Corporate governance scores courtesy of Institutional Shareholder Services (ISS). Scores indicate decile rank relative to index or region. A decile score of 1 indicates lower governance risk, while 10 indicates higher governance risk.