WT Financial Group Ltd (wtl) Logo

WT Financial Group Ltd (WTL)

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WTL ASX Chart

Snapshot

WT Financial Group Limited (WTL) has established itself as amongst the financial adviser networks in Australia. Its wealth management, retirement planning and personal risk insurance advice services are delivered primarily through a group of around 400 privately-owned advice practices whose advisers operate as authorised representatives under its Wealth Today, Sentry Advice, Synchron Advice, and Millennium3 subsidiaries. With a focus on delivering comprehensive, client-centric services, WTL empowers advice practices to excel in an evolving market environment.

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
2026 YTD
1 Year
vs Sector (1yr) +10.73%
vs ASX 200 (1yr) +9.48%

Size

Market Cap Question Mark Icon
Excludes mandatory escrowed shares and foreign shares.
ASX Rank 1,292 of 2,337
Sector Rank 508 of 746

Key Fundamentals

Shares Issued
Sector Financial Services
Similar Companies AMPPB / MQGPC / MQGPE
EPS $0.014
DPS $0.0075
Book Value Per Share $0.096

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
27/08/2026 Report (Prelim)
17/09/2026 Report (Annual)
26/02/2027 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
06/03/2026 $0.0025 100% $0.0036 Interim 26/03/2026
23/09/2025 $0.005 100% $0.0071 Final 14/10/2025
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) $0.0075
Gross DPS(TTM) $0.0107
Dividend yield
Gross yield
Payout Ratio 52%
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
02/04/26 Keith Cullen Buy +200,000 $0.139 $27,810 On-market trade
05/12/25 Keith Cullen Issued 1,500,000 $0.14 $210,000 Director remuneration
23/05/25 Keith Cullen Buy +10,000 $0.125 $1,250 On-market trade
23/05/25 Keith Cullen Buy +10,000 $0.125 $1,250 On-market trade
09/05/25 Keith Cullen Buy +20,556 $0.115 $2,363 On-market trade
15/04/25 Keith Cullen Buy +17,500 $0.135 $2,362 On-market trade
14/04/25 Keith Cullen Buy +10,000 $0.13 $1,300 On-market trade
11/04/25 Keith Cullen Buy +747 $0.124 $93 On-market trade
10/04/25 Keith Cullen Buy +24,253 $0.13 $3,152 On-market trade
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)

Director Interests

The current holdings of WTL directors.

Director Last Notice Direct Shares Indirect Shares Options Convertibles
Keith Cullen 02/04/2026 35,913,540 36,151,845 N/A N/A
Chelsea Pottenger 30/06/2025 N/A 235,000 N/A N/A
Guy Hedley 30/06/2025 380,359 627,819 N/A N/A
Chris Kelesis 30/06/2025 N/A 25,883,021 N/A N/A

Shareholder Info

Top 20 Shareholders

Data supplied by Morningstar and accurate on Sep 17, 2025.

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 79,639,129 23.27%
Keith Cullen Related Entities 35,964,096 10.51%
Chris Kelesis Related Entities 25,883,021 7.56%
Josephine Pty Limited & Related Entities 22,943,311 6.70%
David Newman Related Entities 22,579,367 6.60%
Ariadne Australia Ltd 20,564,308 6.01%
Mr Don & Mrs Gayle Trapnell 7,500,000 2.19%
Dam Enterprise Services Pty Ltd 7,200,000 2.10%
HSBC Custody Nominees (Australia) Limited - A/C 7,144,125 2.09%
Bannaby Investments Pty Limited 7,099,316 2.07%
Yertabulti Pty Ltd 6,576,250 1.92%
Julory Pty Ltd 6,015,347 1.76%
Mr Mitchell Ansiewicz 5,418,528 1.58%
Robyn Annette Prossor 5,212,371 1.52%
Frank Paul Related Entities 4,467,316 1.31%
Prossor Super Fund A/C 3,272,720 0.96%
Ian Joye Super Fund Pty Ltd 3,021,560 0.88%
Brown Super Fund A/C 2,900,000 0.85%
Gailforce Marketing & Pr Pty Ltd 2,879,416 0.84%
The Harrison Family S/F 2,816,360 0.82%

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 16 36 147 193 144 536

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 17/09/2025 20,564,308 6.01
IFM Pty Limited 17/09/2025 22,943,311 6.70
J P Morgan Nominees Australia Pty Limited 17/09/2025 79,787,329 23.52
Christos Kelesis 17/09/2025 25,338,646 7.56
Keith Robert Cullen 17/09/2025 35,433,540 10.51
David Newman & related entities 17/09/2025 22,141,867 6.60
Somers Limited 04/11/2025 79,614,129 23.27

Shareholders Buying

12 month transaction history compiled from ASX announcements.

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

Shareholders Selling

12 month transaction history compiled from ASX announcements.

Date Name Sold Previous % New %
04-11-25 Somers Limited 173,200 23.5 23.3

Historical Data

Share Price History

Date Close Change %Chg Open High Low Volume Turnover

Historical Data

Year Closing Price Last Trade
2025 $0.12 30 June
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.