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Home CompaniesThe Australian Wealth Advisors Group Ltd

The Australian Wealth Advisors Group Ltd

Financial Services Asset Management
PortfolioPortfolio WatchlistWatchlist
Company price
0.55 AUD 0.00(0%)
Last update at 2026-11-10T23:00:00Z
Market Cap
40.92M
P/E
55.00

Momentum Score

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The Australian Wealth Advisors Group Limited, together with its subsidiaries, provides investment and funds management services in Australia. It operates through the investment and funds management, and the wealth management support services segments. It also offers licence and wealth advisory support services; investment management services; and merger and acquisition services. The Australian Wealth Advisors Group Limited was incorporated in 2021 and is based in Melbourne, Australia.

Source: TradingView
The charts and visual representations are sourced from TradingView through embedded widgets. For any issues with chart display, please visit the TradingView website

Day Price Range
0.55
Low
0.55
High
52 Week Price Range
0.55
Low
0.66
High

Momentum Score

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A unique technical analysis driven score developed by Kalkine showing momentum in stock prices based on select technical indicators identified.

Score - Rating
>= 1 - Low / > 1 but < 2 - Below Average / > 2 but < 3 - Average / > 3 but < 4 - Above Average / > 4 - High
AI Summary

The Australian Wealth Advisors Group Ltd appears to operate as an Australian wealth-management and financial-advice group consolidating advisory practices to provide fee-based client services. Long-term drivers include demographic growth in retirement planning, industry consolidation that may favour scale, and recurring revenue from advice fees, which could appeal to investors seeking exposure to the domestic advice sector.

Material risks include execution and integration risk from acquisitions, regulatory and compliance changes to adviser remuneration and operating models, client concentration and retention, and limited disclosure and liquidity that raise uncertainty.

Risk Score
Medium

Note: The summary and risk score provided above is created by AI and should not be construed as a recommendation of Kalkine.

Key Metrics*

Previous Close
0.55
Dividend Yield
-
Revenue TTM
11.17M
Revenue Per Share
0.15
Gross Profit TTM
2.31M
Debt / Equity
-
ROE
6.80%
Net Debt
-3.55M
ROCE
-
Diluted EPS TTM
0.01

Key Financials*

Income Statement

Balance Sheet

Change in Cash

Total Operating Cash

Dividends Paid

Breakdown 2026-06-30 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Type yearly yearly yearly yearly yearly
Date 2026-06-30 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Income before tax 0.94M 1.18M -0.12M 0.24M 0.11M
Net income 0.69M 0.95M -0.26M 0.19M 0.11M
Selling general administrative - 1.18M 1.22M 7.83M 0.67M
Gross profit 2.37M 11.13M - - -
Ebit 0.94M - - - -
Ebitda 0.99M 1.18M - - -
Depreciation and amortization 0.05M - - - -
Operating income 0.94M 1.18M - - -
Other operating expenses 10.30M 9.95M - - -
Interest expense 0.01M - - - -
Tax provision - 0.23M 0.14M 0.05M 0.00M
Interest income - 0.12M 0.09M 0.00M 0.00M
Net interest income - 0.12M 0.09M 0.00M 0.00M
Income tax expense 0.25M 0.23M - - -
Total revenue 11.24M 11.13M 9.44M 8.07M 0.78M
Total operating expenses 1.43M 9.95M - - -
Cost of revenue 8.87M 9.38M - - -
Net income from continuing ops - 0.95M -0.26M 0.19M 0.11M
Net income applicable to common shares - 0.95M - - -
Breakdown 2026-06-30 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Type yearly yearly yearly yearly yearly
Date 2026-06-30 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Total assets 14.13M 13.35M 13.30M 7.03M 0.00M
Intangible assets 6.66M - - 0.94M -
Total liab 0.80M 0.73M 1.66M 1.43M 0.00M
Total stockholder equity 13.33M 12.62M 11.65M 5.60M 0.00M
Common stock 11.62M - - - -
Capital stock - 11.60M 11.60M 5.60M -
Retained earnings 1.71M 1.02M 0.05M - -
Good will - 6.66M 6.66M - -
Cash 3.55M 3.34M 5.87M 5.39M -
Net debt -3.55M - - - -
Short long term debt - 0.06M 0.15M - -
Total current assets 3.73M - - - -
Long term investments - 2.63M 0.16M 0.13M -
Net receivables 0.18M 0.27M 0.20M 0.29M -
Accounts payable - 0.19M 0.38M 1.06M -
Non currrent assets other 0.15M - - - -
Non current assets total 10.41M - - - -
Breakdown 2026-06-30 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Type yearly yearly yearly yearly yearly
Date 2026-06-30 2025-06-30 2024-06-30 2023-06-30 2022-06-30
Investments - -2.90M -0.82M -0.07M -0.09M
Total cashflows from investing activities -0.77M -2.90M - - -
Net borrowings - -0.09M - - -
Total cash from financing activities -0.06M -0.09M 4.70M 0.07M 1.27M
Net income 0.69M 0.95M -0.26M 0.19M 0.11M
Change in cash -2.32M -2.53M 4.05M 0.28M 1.55M
Begin period cash flow 5.87M 5.87M 1.83M 1.55M -
End period cash flow 3.55M 3.34M 5.87M 1.83M 1.55M
Total cash from operating activities 1.04M 0.47M - - -
Issuance of capital stock - - 5.00M 0.33M 1.01M
Depreciation 0.05M - - - -
Other cashflows from investing activities - -2.90M - - -
Change to account receivables 0.12M -0.09M - - -
Sale purchase of stock - 0.00M -0.23M - -
Other cashflows from financing activities -0.06M 0.00M - - -
Capital expenditures 1.04M 0.00M 0.00M 0.00M 0.00M
Change in working capital 0.31M -0.21M - - -
Other non cash items -0.00M 0.68M - - -
Free cash flow - 0.47M 0.16M 0.28M 0.36M

Peer Comparison*

Sector: Financial Services Industry: Asset Management

Stock Name
Change
(AUD)
Price
(AUD)
Trailing
PE (x)
Forward
PE (x)
Price Sales
TTM (x)
Price to Book Value (x)
Enterprise Value
to Revenue (x)
WAG
The Australian Wealth Advisors Group Ltd		 -
-%		 0.55 55.00 - 3.66 3.24 3.96
AFI
Australian Foundation Investment Company Ltd		 -0.05
0.72%		 6.94 30.39 - 25.11 1.03 24.95
ARG
Argo Investments Ltd		 0.01
0.11%		 9.49 27.97 - 24.56 1.01 24.64
L1G
L1 Group Limited		 -0.01
0.81%		 1.23 21.25 19.76 7.36 3.83 3.13
PNI
Pinnacle Investment Management Group Ltd		 -0.13
0.81%		 15.83 21.04 18.83 36.44 3.21 45.93

Profile*

The Australian Wealth Advisors Group Ltd

The Australian Wealth Advisors Group Limited, together with its subsidiaries, provides investment and funds management services in Australia. It operates through the investment and funds management, and the wealth management support services segments. It also offers licence and wealth advisory support services; investment management services; and merger and acquisition services. The Australian Wealth Advisors Group Limited was incorporated in 2021 and is based in Melbourne, Australia.

30 Collins Street, Melbourne, VIC, Australia, 3000

61 3 9674 0600

https://www.awag.au

Name Title Year Born
Mr. Lee Darion Peter IaFraté Executive Chairman NA
Mr. Luke Phillips Company Secretary NA
Mr. Gareth James Company Secretary NA
Mr. David G. Mazengarb Head of Advice NA

Disclaimer - (*)This information, including any data, is sourced from Unicorn Data Services SAS, trading as EOD Historical Data (“EODHD”) on an ‘as is’ basis, using their API. We cannot guarantee the completeness or validity of the information and data provided on this page, as well as via the API. In some cases, the data may include analyst ratings or recommendations sourced through the EODHD API, which are intended solely for general information purposes.
This information does not consider your personal objectives, financial situation, or needs. Kalkine is not liable for any errors or omissions in the information provided or for any actions taken in reliance on it. You should seek advice from a financial adviser, stockbroker or other professional adviser (including taxation and legal advice) as necessary before acting on this information.

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