The Australian Wealth Advisors Group Ltd (wag) Logo

The Australian Wealth Advisors Group Ltd (WAG)

___:___ · Financial Services
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WAG ASX Chart

Snapshot

The Australian Wealth Advisors Group Limited (WAG) is a financial services business which operates in funds and investment management through Armytage Private; and in providing services to wealth management advisors through CHPW Financial. AWAG also intends to participate in the rationalisation of the Australian financial services and wealth management sectors through corporate activism. Its directors are highly experienced financial services professionals who own key stakes in the company.

Share Price Activity (ASX)

Last (Price)
Change 0.00 (0.00)
Bid / Ask -
Volume
Volume (4w avg)
Turnover
Open
Day Range -
VWAP
Prev Close
Last Trade

Performance

1 Week
1 Month
2025 YTD
1 Year
vs Sector (1yr) -
vs ASX 200 (1yr) -13.71%

Size

Market Cap Question Mark Icon
Excludes mandatory escrowed shares and foreign shares.
ASX Rank 1,434 of 2,328
Sector Rank 518 of 671

Key Fundamentals

Shares Issued
Sector Financial Services
Similar Companies FNX / SWF / EZL
EPS -$0.004
DPS $0.00
Book Value Per Share $0.167

Broker Consensus

WAG is not covered by a major broker, or data from most recent compilation was omitted due to not meeting QA guidelines.

Announcements

Price Sensitive only

Corporate Overview

Corporate Details

Head Office Melbourne VIC 3000
Website www.awag.au
Registry Registry Direct Pty Limited
Auditor Charterhouse & Co Auditors Pty Ltd
Date Listed 16 Feb 2024

Upcoming Calendar (Forecasted)

Date Event
26/08/2025 Report (Prelim)
26/08/2025 Report (Annual)
23/02/2026 Report (Interim)
26/02/2026 Report (Interim)

Former Company Names

  • The Australian Wealth Advisors Group Ltd has no former company names.

Dividend History

DPS and Yield calculations use the Pay Date.

Ex-Date Amount Franking Gross Type Payable
No dividends paid.

See Upcoming Dividends for all ASX companies.

Directors & Management

Directors

Management

Director Transactions

WAG directors must report any change in shareholding to the ASX within 5 business days.

See Director Transactions for all ASX companies.

Date Director Type Amount Price Value Notes
11/03/25 Lee IaFrate Buy +9,981 $0.32 $3,193 On-market trade
26/02/25 Paul Young Buy +200,000 $0.32 $64,000 On-market trade
05/12/24 Lee IaFrate Buy +8,000 $0.30 $2,400 On-market trade
04/12/24 Lee IaFrate Buy +10,000 $0.30 $3,000 On-market trade
03/12/24 Lee IaFrate Buy +8,000 $0.30 $2,400 On-market trade
27/11/24 Lee IaFrate Buy +24,000 $0.30 $7,200 On-market trade
21/11/24 Lee IaFrate Buy +12,000 $0.30 $3,600 On-market trade
20/11/24 Lee IaFrate Buy +18,000 $0.30 $5,400 On-market trade
15/10/24 Lee IaFrate Buy +40,000 $0.27 $10,800 On-market trade
10/10/24 Lee IaFrate Buy +40,000 $0.27 $10,800 On-market trade
27/09/24 Lee IaFrate Buy +8,000 $0.29 $2,320 On-market trade
26/09/24 Lee IaFrate Buy +250,000 $0.28 $70,000 On-market trade
18/09/24 Lee IaFrate Buy +14,000 $0.27 $3,780 On-market trade
17/09/24 Lee IaFrate Buy +28,000 $0.28 $7,840 On-market trade
02/09/24 Lee IaFrate Buy +47,549 $0.285 $13,551 On-market trade
30/08/24 Lee IaFrate Buy +44,935 $0.285 $12,806 On-market trade
29/08/24 Lee IaFrate Buy +8,000 $0.285 $2,280 On-market trade
14/06/24 Paul Young Buy +150,000 $0.30 $45,000 On-market trade
23/05/24 Mark Stephen Buy +5,974 $0.34 $2,031 On-market trade
20/05/24 Mark Stephen Buy +8,000 $0.34 $2,720 On-market trade
09/05/24 Mark Stephen Buy +2,800 $0.34 $952 On-market trade
03/05/24 Mark Stephen Buy +8,000 $0.34 $2,720 On-market trade
02/05/24 Mark Stephen Buy +8,000 $0.34 $2,720 On-market trade
22/04/24 Mark Stephen Buy +2,889 $0.34 $982 On-market trade
18/04/24 Mark Stephen Buy +17,684 $0.34 $6,012 On-market trade
17/04/24 Mark Stephen Buy +36,000 $0.34 $12,240 On-market trade
16/04/24 Mark Stephen Buy +28,300 $0.34 $9,622 On-market trade
04/03/24 Paul Young Buy +50,000 $0.336 $16,784 On-market trade

Director Interests

The current holdings of WAG directors.

Director Last Notice Direct Shares Indirect Shares Options Convertibles
Lee IaFrate 11/03/2025 509,981 18,921,262 N/A N/A
Paul Young 26/02/2025 8,000 3,825,333 N/A N/A
Mark Stephen 27/08/2024 N/A 1,157,647 N/A N/A
David Slack 27/08/2024 N/A 1,200,000 N/A N/A
Michael (Mike) Fitzpatrick 27/08/2024 N/A 9,000,000 N/A N/A

Shareholder Info

Top 20 Shareholders

Data supplied by Morningstar and accurate on Aug 7, 2024.

It's not possible to publish a real-time Top 20 Shareholder list. Companies are not obliged to report this data (with the exception of Substantial Shareholders above 5%). If a company chooses to publish the data, it's usually once a year in their Annual Report.

All data is manually compiled so there might be a delay between the Annual Report being published and the data appearing on Market Index (<7 days for ASX 300 and up to 30 days for micro-caps).

Name Shares Capital
Lee Iafrate Family 18,360,778 24.69%
National Nominees Limited i 9,333,335 12.55%
Michael Fitzpatrick Family 8,000,000 10.76%
Mr Peter Geoffrey Hollick and Mrs Helen Therese Pattison <MACDY No. 5 Superannuation Fund 5,411,312 7.28%
Appellation Investments Pty Ltd <Appellation Family A/C> 4,092,763 5.50%
Paul Young Family 3,633,333 4.89%
Kensington Trust Singapore Limited <IS&P (First Names Singapore) Retirement Fund FN37> 3,333,333 4.48%
Manly Lane Pty Ltd <The Scott & Sally Beeton Superannuation Fund> 1,666,667 2.24%
Mr Iain Douglas Jackson Mason and Ms Susie Elizabeth Mason <Liberty Estate Superannuation Fund> 1,250,000 1.68%
National Nominees Limited ii 1,244,541 1.67%
DASI Investments Pty Ltd 1,200,000 1.61%
Mark Stephen Family 1,157,647 1.56%
Henclo Investments Pty Ltd 1,050,000 1.41%
Ginga Pty Ltd <TG Klinger Superfund> 1,000,000 1.34%
Morobe Jach Pty Ltd <The Morobe Superannuation Fund> 833,333 1.12%
Adigrati Investment Pty <The Sma Family A/C> 760,000 1.02%
Ragar Pty Ltd 666,667 0.90%
Zermatt Pty Ltd <Montana Crans Superfund A/C> 666,667 0.90%
Dixson Trust Pty Ltd 600,000 0.81%
Marsel Holdings Pty Ltd <Hayes Super Fund> 600,000 0.81%

Shareholder Distribution

As reported in the most recent Annual Report.

Holding Size 1 - 1,000 1,001 - 5,000 5,001 - 10,000 10,001 - 100,000 100,001+ Total
No. of Shareholders 6 24 176 58 24 288

Substantial Shareholders

A substantial shareholder is a person or entity that owns 5% or more of the voting shares in a company. Shares can be held through multiple entities, so the Substantial Shareholders list differs from the Top 20 Shareholders list.

Shareholding changes less than 1% do not require notification to the market. When all “Last Notice” dates are identical, it suggests that no (or minimal) change has occurred since the most recent Annual Report.

Note: If a substantial shareholder's stake drops below 5%, the "Shareholders Selling" field shows full ownership as sold and sets "New %" to zero, even if they continue to hold shares under the limit.

Name Last Notice Total Shares Shares Held (%)
National Nominees Limited 07/08/2024 9,333,335 12.55
Lee Iafrate - Family 07/08/2024 18,360,778 24.69
Peter Hollick 07/08/2024 5,411,312 7.28
Michael Fitzpatrick 07/08/2024 8,000,000 10.76
Appellation Investment Pty Ltd 07/08/2024 4,092,763 5.50
Paul Young 26/02/2025 3,833,333 5.15

Shareholders Buying

12 month transaction history compiled from ASX announcements.

Date Name Bought Previous % New %
26-02-25 Paul Young 3,833,333 -- 5.15

Shareholders Selling

12 month transaction history compiled from ASX announcements.

No sell transactions reported by Substantial Shareholders in the past 12 months.

Historical Data

Share Price History

Date Close Change %Chg Open High Low Volume Turnover

Historical Data

Year Closing Price Last Trade
2024 $0.305 28 June
WAG Historical Price Data (CSV)
Up to 20 years of EOD share price history

Important note:

All year-end and CSV data is "as traded on the day" and ignores corporate actions (e.g. share splits)

Market Index, ASX and Morningstar Logos

All data on this page is supplied by the ASX, Morningstar and Market Index. Read the disclaimer.