WT Financial Group Ltd (wtl) Logo

WT Financial Group Ltd (WTL)

___:___ · Financial Services
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Overview
Financials

WTL ASX Chart

Snapshot

WT Financial Group Limited (WTL) has established itself as amongst the very largest financial adviser networks in Australia. Wealth Adviser also offers services and solutions to advisers external to its own advice networks including in person and livestreamed seminar and professional development programs and the through the publication of a library of more than 100 financial literacy handbooks and manuals in both digital and printed formats.

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) +89.52%
vs ASX 200 (1yr) +104.89%

Size

Market Cap Question Mark Icon
Excludes mandatory escrowed shares and foreign shares.
ASX Rank 1,184 of 2,326
Sector Rank 455 of 671

Key Fundamentals

Shares Issued
Sector Financial Services
Similar Companies MQGPC / MQGPE / MQGPF
EPS $0.011
DPS $0.007
Book Value Per Share $0.088

Broker Consensus

WTL 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 Sydney NSW 2000
Website www.wtfglimited.com
Registry BoardRoom
Auditor In.Corp Audit & Assurance Pty Ltd
Date Listed 9 Mar 2015

Upcoming Calendar (Forecasted)

Date Event
29/08/2025 Report (Prelim)
04/09/2025 Report (Annual)
25/02/2026 Report (Interim)

Former Company Names

  • Spring FG Limited (SFL), 14/11/2019

Dividend History

DPS and Yield calculations use the Pay Date.

Ex-Date Amount Franking Gross Type Payable
04/03/2025 $0.002 100% $0.0029 Interim 26/03/2025
24/09/2024 $0.005 100% $0.0071 Final 15/10/2024

See Upcoming Dividends for all ASX companies.

Key Data
DPS(TTM) $0.007
Gross DPS(TTM) $0.01
Dividend yield
Gross yield
Payout Ratio 44%
DRP No
DRP Features -

Directors & Management

Directors

Management

Director Transactions

WTL 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
15/10/24 Keith Cullen Issued 436,779 $0.08 $34,942 Dividend Reinvestment Plan (DRP)
15/10/24 Guy Hedley Issued 510 $0.078 $40 Dividend Reinvestment Plan (DRP)
15/10/24 Guy Hedley Issued 7,668 $0.08 $613 Dividend Reinvestment Plan (DRP)
15/10/24 Chris Kelesis Issued 544,375 $0.08 $43,550 Dividend Reinvestment Plan (DRP)
06/09/24 Chelsea Pottenger Buy +235,000 $0.086 $20,210 On-market trade
01/07/24 Chris Kelesis Transfer 3,400,000 $0.078 $265,200 Off-market transfer
19/12/22 Michael Harrison Issued 3,368,944 $0.076 $257,050 Issue of securities
12/05/22 Keith Cullen Buy +22,000 $0.09 $1,980 On-market trade
21/03/22 Keith Cullen Buy +40,000 $0.10 $4,000 On-market trade
21/03/22 Keith Cullen Transfer 20,470,434 $0.10 $2,047,043 Off-market transfer
21/03/22 Keith Cullen Transfer 20,470,434 $0.10 $2,047,043 Off-market transfer
16/03/22 Guy Hedley Buy +172,158 $0.10 $17,215 On-market trade
15/03/22 Guy Hedley Buy +200,000 $0.10 $20,000 On-market trade
15/03/22 Guy Hedley Transfer 240,000 $0.10 $24,000 Off-market transfer
15/03/22 Guy Hedley Transfer 240,000 $0.083 $20,000 Off-market transfer
08/07/21 Chris Kelesis Buy +510,000 $0.07 $35,700 On-market trade
04/11/19 Guy Hedley Buy +240,000 $0.05 $12,000 Participation in share purchase plan
04/11/19 Keith Cullen Buy +600,000 $0.05 $30,000 Participation in share purchase plan
04/11/19 Chris Kelesis Buy +600,000 $0.05 $30,000 Participation in share purchase plan
29/04/19 Chris Kelesis Buy +557,033 $0.037 $20,733 On-market trade
26/04/19 Chris Kelesis Buy +22,861 $0.036 $823 On-market trade
23/04/19 Chris Kelesis Buy +20,106 $0.034 $684 On-market trade
10/04/17 Guy Hedley Buy +194 $0.205 $40 Dividend Reinvestment Plan (DRP)
10/04/17 Jeffrey Zulman Buy +2,935 $0.205 $602 Dividend Reinvestment Plan (DRP)
10/04/17 Guy Hedley Buy +2,921 $0.205 $599 Dividend Reinvestment Plan (DRP)
10/03/17 Keith Cullen Buy +43,640 $0.244 $10,664 On-market trade
29/11/16 Guy Hedley Buy +5,703 $0.20 $1,141 Dividend Reinvestment Plan (DRP)
29/11/16 Guy Hedley Buy +379 $0.20 $76 Dividend Reinvestment Plan (DRP)
29/11/16 Jeffrey Zulman Buy +5,730 $0.20 $1,146 Dividend Reinvestment Plan (DRP)
20/11/15 Chris Kelesis Buy +1,087,815 $0.315 $342,662 Dividend Reinvestment Plan (DRP)
20/11/15 Guy Hedley Buy +578 $0.315 $182 Dividend Reinvestment Plan (DRP)
20/11/15 Guy Hedley Buy +8,697 $0.315 $2,740 Dividend Reinvestment Plan (DRP)
20/11/15 Jeffrey Zulman Buy +8,738 $0.315 $2,752 Dividend Reinvestment Plan (DRP)
20/11/15 Guy Hedley Transfer 14,000 $0.35 $4,900 Off-market transfer
20/11/15 Guy Hedley Transfer 14,000 $0.35 $4,900 Off-market transfer
20/11/15 Keith Cullen Buy +736,354 $0.315 $231,952 Dividend Reinvestment Plan (DRP)
20/11/15 Keith Cullen Buy +1,089,528 $0.315 $343,201 Dividend Reinvestment Plan (DRP)
Show All

Director Interests

The current holdings of WTL directors.

Director Last Notice Direct Shares Indirect Shares Options Convertibles
Guy Hedley 15/10/2024 380,359 627,819 N/A N/A
Chris Kelesis 15/10/2024 21,963,099 25,883,021 N/A N/A
Keith Cullen 15/10/2024 35,433,540 35,858,789 N/A N/A
Chelsea Pottenger 06/09/2024 0 235,000 N/A N/A

Shareholder Info

Top 20 Shareholders
About the Data

Data supplied by Morningstar and accurate on Sep 2, 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
J P Morgan Nominees Australia Pty Limited (UIL Limited) 79,787,329 23.52%
KRC Investments Pty Ltd (Mr Keith Cullen) 35,433,540 10.45%
C A K Investments Pty Ltd & related entities (Mr Chris Kelesis) 25,338,646 7.47%
IFM Pty Limited <IFM Super Fund A/C> 22,943,311 6.76%
Mr David Newman & related entities 22,141,867 6.53%
Portfolio Services Pty Ltd (Ariadne Australia Limited) 20,564,308 6.06%
Mr Michael Harrison & related entities 18,732,591 5.52%
Llenpart Insurance and Investment Services Pty Ltd 8,485,091 2.50%
Robyn Annette Prossor 8,485,091 2.50%
DAM Enterprise Services Pty Ltd 7,200,000 2.12%
Bannaby Investments Limited <Bannaby Super Fund A/C> 6,970,127 2.06%
Julory Pty Ltd 6,015,347 1.77%
Mr Mitchell Ansiewicz 5,099,791 1.50%
Paul SMSF Pty Ltd & related entities (Mr Frank Paul) 4,323,844 1.27%
Locope Pty Ltd 3,300,000 0.97%
Ian Joye Super Fund Pty Ltd 3,021,560 0.89%
Gailforce Marketing & PR Pty Ltd 2,879,416 0.85%
Robert Jones <R & J Super Fund A/C> 2,816,360 0.83%
HSBC Custody Nominees (Australia) Limited 2,303,866 0.68%
Brown Super Fund A/C 2,250,000 0.66%

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 12 26 143 166 128 475

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 (%)
Portfolio Services Pty Limited 02/09/2024 20,564,308 6.06
IFM Pty Limited 02/09/2024 22,943,311 6.76
J P Morgan Nominees Australia Pty Limited 02/09/2024 79,787,329 23.52
Michael Harrison & related entities 02/09/2024 18,732,591 5.52
David Newman & related entities 02/09/2024 22,141,867 6.53
KRC Investments Pty Ltd 02/09/2024 35,433,540 10.45
Christos Kelesis 15/10/2024 25,883,021 7.56
Keith Robert Cullen 15/10/2024 35,858,789 10.48
Apostman Superannuation Pty Ltd 15/10/2024 22,579,367 6.60

Shareholders Buying

12 month transaction history compiled from ASX announcements.

Date Name Bought Previous % New %
15-10-24 Keith Robert Cullen 458,779 11.03 10.48
15-10-24 Christos Kelesis 544,375 7.47 7.56
15-10-24 Apostman Superannuation Pty Ltd 4,174,033 6.57 6.60
22-07-24 Somers Limited 6,400,000 21.63 23.52
01-07-24 Christos Kelesis 3,400,000 7.82 7.47
27-06-24 Somers Limited 5,245,904 20.61 21.63

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 $0.075 28 June
2023 $0.079 30 June
2022 $0.076 30 June
2021 $0.064 30 June
2020 $0.029 30 June
2019 $0.033 28 June
2018 $0.09 29 June
2017 $0.195 30 June
2016 $0.20 30 June
2015 $0.39 30 June
WTL 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.