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WT Financial Group Ltd (wtl) Logo

WT Financial Group Ltd (WTL)

___:___ · Financial Services
0.00
0.00
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VOLUME
DIV YIELD
PE RATIO
1 YR RETURN
52 WEEK RANGE
Overview
Financials (10-yr)

WTL Chart

Snapshot

WTL's Principal Activity is the provision of financial planning and investment advice and related product sales; and the provision of accounting & taxation services.

Share Price Activity

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
2022 YTD
1 Year
vs Sector (1yr) +12.56%
vs ASX 200 (1yr) +17.92%

Size

Market Capitalisation
ASX Rank 1,786 of 2,399
Sector Rank 252 of 290

Key Fundamentals

Shares Issued
Sector Financial Services
Similar Companies NSX / CETF / EFF
EPS -$0.02
DPS $0.00
NTA per share $0.00

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

Date Heading Pages File Size Time

Corporate Overview

WT Financial Group Limited (WTL, formerly Spring FG Limited) is a diversified financial services group offering financial planning and investment advice; wealth management; insurance and superannuation; finance; and tax and accounting services. Its advice and product offerings include a specialisation in self-managed superannuation funds (SMSFs); and residential real estate investment.

Incorporation Details

No incorporation details available.

Corporate Details

Head Office Sydney NSW 2000
Website www.springfg.com
Registry BoardRoom
Auditor Rothsay Audit & Assurance Pty Ltd
Date Listed 9 Mar 2015

Upcoming Calendar (Forecasted)

Date Event
25/02/2022 Report (Interim)
10/03/2022 Report (Interim)
30/08/2022 Report (Prelim)
30/08/2022 Report (Annual)

Dividend History

DPS and Yield calculations use the Pay Date.

Ex-Date Amount Franking Gross Type Payable
No dividends paid.
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See Upcoming Dividends for all ASX companies.

Directors & Management

Directors & Management

Name Title Since Bio
Mr Michael Harrison Non-Executive Director Jul 2021

Mr Michael Harrison

Non-Executive Director

Mr Harrison was the non-executive chairman of Sentry Group Pty Ltd (Sentry Group), prior to its acquisition by WTL. Michael has understanding of advice practice management and has more than 30 years of mergers and acquisitions experience. He is executive chairman of Australia's financial services consulting firm, Peloton Partners, which he co-founded in 2012. Michael is also chairman of Mainstream Aquaculture Group - one of the breeders and suppliers of barramundi. Michael's career in financial service began with him co-founding Heraud Harrison, an advice firm which he built to become one of the Australia's independently owned advice businesses. In 2008, he navigated this business through a 14-way merger creating the ASX-listed Shadforth Financial Group. At Shadforth Michael became head of advice, a role in which he developed a national growth strategy for advisers, including sourcing and implementing third party acquisitions.
Mr Keith R Cullen Founder,Managing Director Apr 2014

Mr Keith R Cullen

Founder,Managing Director

Mr Cullen has experience as a corporate executive, general manager and sales & marketing director in financial services, gaming & wagering technology and media. He also has experience in capital markets and mergers and acquisitions. Prior to 1994 he held sales & marketing roles with the privately-owned Australian Radio Network. He is a Member of the Risk Committee.
Mr Chris Kelesis Non-Executive Director Apr 2014

Mr Chris Kelesis

Non-Executive Director

Chris Kelesis is licensee-in-charge of Spring FG Realty Pty Ltd. He is also an equities trader and technical analyst with more than 20 years experience as a private and wholesale client adviser in roles with Spring Equities, Ark Equities and the Rivkin Group.
Mr Guy Hedley Non-Executive Chairman,Non-Executive Director Apr 2014

Mr Guy Hedley

Non-Executive Chairman,Non-Executive Director

Mr Hedley has track record of success as a corporate executive in financial services. He was the founder and (for more than 10 years) head of Macquarie Private Bank in and an executive director at Macquarie Group from 2002 to 2012. He is now the executive chairman of Atlas Advisers Australia.
Mr Ian Henry Morgan Company Secretary N/A
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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
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
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Director Interests

The current holdings of WTL directors.

Director Last Notice Direct Shares Indirect Shares Options Convertibles
Michael Harrison 20/07/2021 N/A 16,594,666 N/A N/A
Chris Kelesis 08/07/2021 N/A 21,938,646 N/A N/A
Guy Hedley 30/06/2020 372,691 15,151 N/A N/A
Keith Cullen 30/06/2020 35,389,007 N/A N/A N/A
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Shareholder Info

Top 20 Shareholders
About the Data

Data supplied by Morningstar and accurate on Sep 29, 2020.

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
Mr Keith Robert Cullen 20,481,964 12.29%
C A K Investments Pty Ltd <Kelesis Family A/C> 20,228,646 12.14%
National Nominees Limited 16,402,540 9.84%
KRC Investments Pty Ltd 14,889,576 8.93%
IFM Pty Limited <IFM Super Fund A/C> 8,440,442 5.06%
Dam Enterprise Services Pty Ltd 7,200,000 4.32%
Bannaby Investments Pty Limited <Bannaby Super Fund A/C> 6,681,709 4.01%
IFM Pty Limited <IFM Super Fund A/C> i 6,299,822 3.78%
Portfolio Services Pty Ltd 5,597,991 3.36%
Mr Mitchell Ansiewicz 5,099,791 3.06%
Julory Pty Ltd <The Julory A/C> 3,840,347 2.30%
Mr Angelos Kelesis & Mrs Vaso Kelesis <A & V Kelesis Super Fund A/C> 3,754,109 2.25%
Portfolio Services Pty Ltd i 3,299,651 1.98%
Ian Joye Super Fund Pty Ltd 3,021,560 1.81%
Gailforce Marketing & Pr Pty Ltd <Hale Agency S/F A/C> 2,500,190 1.50%
Dirdot Pty Limited <Griffith Super Fund A/C> 2,113,465 1.27%
Paul Smsf Pty Ltd <Paul Family Super Fund A/C> 1,889,759 1.13%
BNP Paribas Nominees Pty Ltd <Ib Au Noms Retailclient Drp> 1,830,479 1.10%
Pacific Development Capital Limited 1,785,714 1.07%
National Nominees Limited <Db A/C> 1,642,207 0.98%
Show All

Shareholder Distribution

As reported in the most recent Annual Report.

The most recent Annual Report didn't contain Shareholder Distribution data.

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.

Name Last Notice Total Shares Shares Held (%)
National Nominees Limited 29/09/2020 16,402,540 9.84
KRC Investments Pty Ltd 29/09/2020 14,889,576 8.93
Christos Kelesis 19/07/2021 21,938,646 7.82
Lead Out Train Pty Ltd 19/07/2021 16,594,666 5.92
Keith Robert Cullen 19/07/2021 35,360,010 12.61
Apostman Superannuation Pty Ltd 19/07/2021 18,405,334 6.57
Somers Limited 19/07/2021 45,333,333 16.16
IFM Pty Limited 20/07/2021 19,073,597 6.80
Equity Trustees Limited 27/10/2021 14,918,000 5.32

Shareholders Buying

12 month transaction history compiled from ASX announcements.

Date Name Bought Previous % New %
20-07-21 IFM Pty Limited 4,333,333 5.02 6.80
19-07-21 Apostman Superannuation Pty Ltd 18,405,334 -- 6.57
19-07-21 Lead Out Train Pty Ltd 16,594,666 -- 5.92
19-07-21 Somers Limited 45,333,333 -- 16.16
26-02-21 Equity Trustees Limited 2,328,285 9.18 11.06

Shareholders Selling

12 month transaction history compiled from ASX announcements.

Date Name Sold Previous % New %
27-10-21 Equity Trustees Limited 2,841,000 6.33 5.32
20-07-21 Equity Trustees Limited 737,636 11.06 6.33

Historical Data

Share Price History

Date Close Change %Chg Open High Low Volume Turnover

Historical Data

Year Closing Price Last Trade
2020 $0.029 30 June
WTL Historical Price Data (CSV)
Up to 20 years of EOD share price history
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