…
WT Financial Group Limited provides a range of financial services. It operates in two segments, Business to Business (B2B) and Business to Consumer (B2C). The company provides licensing, risk management and compliance, technology, professional development, advice support, practice management, and growth services to privately owned financial advice practices. It also offers financial advice, accounting, taxation, and SMSF administration services. The company was formerly known as Spring FG Limited and changed its name to WT Financial Group Limited in November 2019. The company was founded in 2010 and is based in Sydney, 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
A unique technical analysis driven score developed by Kalkine showing momentum in stock prices based on select technical indicators identified.
Public information on WT Financial Group Ltd is limited and available disclosures give few verifiable details about its business model, client base, or revenue sources. The company is Australian-listed, but long-term growth drivers are not clearly documented; investors may find potential upside constrained by this opacity and should monitor future regulatory filings and operational updates.
The principal investment risks are lack of transparent disclosure and limited liquidity, which increase execution, regulatory and financing uncertainty.
Note: The summary and risk score provided above is created by AI and should not be construed as a recommendation of Kalkine.
| 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 | 6.55M | 5.50M | 4.81M | 4.88M | 2.35M |
| Net income | 4.96M | 4.64M | 3.85M | 4.14M | 1.87M |
| Selling general administrative | - | 0.95M | 8.51M | 0.31M | 0.45M |
| Selling and marketing expenses | - | 1.64M | 1.30M | 0.97M | 0.38M |
| Gross profit | 21.41M | 11.21M | 9.82M | 16.25M | 10.43M |
| Reconciled depreciation | - | - | 0.62M | 0.83M | 0.50M |
| Ebit | 7.62M | 6.31M | 5.71M | 5.63M | 3.28M |
| Ebitda | 8.21M | 6.43M | 6.34M | 6.46M | 3.79M |
| Depreciation and amortization | 0.59M | 0.12M | 0.62M | 0.83M | 0.50M |
| Operating income | 6.57M | 8.21M | 7.45M | 5.63M | 3.28M |
| Other operating expenses | 238.77M | 20.49M | 178.02M | 156.86M | 100.21M |
| Interest expense | 1.07M | 0.81M | 0.91M | 0.75M | 0.60M |
| Tax provision | - | 0.86M | 0.95M | 0.74M | 0.48M |
| Interest income | - | 0.81M | 0.14M | 0.75M | 0.60M |
| Net interest income | - | - | -0.77M | -0.74M | -0.60M |
| Income tax expense | 1.59M | 0.86M | 0.95M | 0.74M | 0.48M |
| Total revenue | 245.35M | 28.69M | 185.47M | 162.49M | 103.49M |
| Total operating expenses | 14.84M | 3.01M | 2.36M | 10.62M | 7.15M |
| Cost of revenue | 223.93M | 17.48M | 175.66M | 146.24M | 93.06M |
| Total other income expense net | -0.02M | -2.70M | -2.65M | -0.75M | -0.93M |
| Net income from continuing ops | - | - | 3.85M | 4.14M | 1.87M |
| Net income applicable to common shares | - | 4.64M | 3.85M | 4.14M | 1.87M |
| 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 | 75.03M | 58.25M | 54.29M | 47.85M | 48.77M |
| Intangible assets | 32.16M | 0.18M | - | - | 31.10M |
| Other current assets | - | 2.93M | -17.82M | 1.71M | 1.80M |
| Total liab | 40.43M | 26.32M | 24.86M | 22.27M | 28.71M |
| Total stockholder equity | 34.60M | 31.93M | 29.43M | 25.58M | 20.06M |
| Other current liab | - | 2.68M | -0.61M | 3.29M | 4.93M |
| Common stock | 33.99M | 33.99M | 33.75M | 33.75M | 32.38M |
| Capital stock | - | - | - | 33.75M | 32.38M |
| Retained earnings | 0.31M | -2.08M | -4.34M | -8.20M | -12.34M |
| Other liab | - | - | - | 1.62M | 4.59M |
| Good will | - | 33.11M | - | 31.10M | 31.10M |
| Other assets | - | - | 54.29M | 2.24M | 3.05M |
| Cash | 16.79M | 9.82M | 8.10M | 5.31M | 3.38M |
| Cash and equivalents | - | - | - | - | 3.38M |
| Total current liabilities | 0.23M | 18.30M | 0.61M | 13.14M | 17.89M |
| Current deferred revenue | - | - | - | -0.62M | 0.49M |
| Net debt | -6.78M | -2.43M | -0.56M | 2.82M | 3.40M |
| Short term debt | 0.23M | 0.34M | 0.61M | 0.62M | 0.55M |
| Short long term debt total | 10.01M | 7.39M | 7.54M | 8.13M | 6.78M |
| Other stockholder equity | - | - | - | -25.55M | -20.04M |
| Property plant equipment | - | - | - | 1.35M | 2.10M |
| Total current assets | 37.01M | 23.33M | - | 13.16M | 12.53M |
| Net tangible assets | - | - | - | -5.52M | -11.03M |
| Net receivables | 20.22M | 10.58M | 9.72M | 6.14M | 7.34M |
| Long term debt | - | - | - | 6.68M | 4.70M |
| Accounts payable | - | 15.28M | - | 9.85M | 11.92M |
| Accumulated other comprehensive income | 0.30M | 0.03M | 0.03M | 0.03M | 0.03M |
| Non currrent assets other | 1.70M | 0.82M | 1.11M | -32.45M | -33.20M |
| Non current assets total | 38.01M | 34.92M | - | 34.69M | 36.24M |
| Capital lease obligations | - | - | - | 1.45M | 2.08M |
| Long term debt total | - | - | - | - | 6.23M |
| 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 | - | - | -2.02M | -1.78M | -5.87M |
| Change to liabilities | - | - | - | -2.94M | 2.69M |
| Total cashflows from investing activities | -2.71M | -1.43M | -2.02M | -1.78M | -5.87M |
| Net borrowings | - | - | - | 0.81M | 2.52M |
| Total cash from financing activities | -0.62M | -2.79M | -0.65M | 0.81M | 10.18M |
| Change to operating activities | - | - | - | 0.38M | 0.23M |
| Net income | 4.96M | 4.64M | 3.85M | 4.14M | 1.87M |
| Change in cash | 6.97M | 1.72M | 2.79M | 1.93M | 2.14M |
| Begin period cash flow | 9.82M | 8.10M | 5.31M | 3.38M | 1.25M |
| End period cash flow | 16.79M | 9.82M | 8.10M | 5.31M | 3.38M |
| Total cash from operating activities | 10.31M | 5.94M | 5.46M | 2.90M | -2.85M |
| Issuance of capital stock | - | - | - | - | 7.66M |
| Depreciation | 0.59M | 0.56M | 0.62M | 0.83M | 0.50M |
| Other cashflows from investing activities | - | - | 0.14M | - | -5.87M |
| Dividends paid | 2.57M | -2.14M | - | - | - |
| Change to inventory | - | - | - | 3.30M | -2.60M |
| Change to account receivables | -5.60M | -2.54M | -2.36M | 1.23M | -7.82M |
| Sale purchase of stock | - | - | - | - | 7.66M |
| Other cashflows from financing activities | -0.53M | - | -0.59M | 2.34M | 5.04M |
| Change to netincome | - | - | - | - | -4.55M |
| Capital expenditures | 0.72M | 0.43M | 0.15M | 0.00M | 0.00M |
| Change in working capital | 5.75M | -2.22M | -2.85M | -2.07M | -5.23M |
| Other non cash items | -1.00M | 2.96M | 3.83M | 3.38M | 0.00M |
| Free cash flow | 9.59M | 5.51M | 5.31M | 2.90M | -2.85M |
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) |
Enterprise Value
to EBITDA (x) |
|---|---|---|---|---|---|---|---|---|
| WTL WT Financial Group Ltd |
0.01 3.45% |
0.15 | 14.50 | - | 1.55 | 1.43 | 0.17 | 5.22 |
| 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 | 3.71 |
| PNI Pinnacle Investment Management Group Ltd |
-0.13 0.81% |
15.83 | 21.04 | 18.83 | 36.44 | 3.21 | 45.93 | 39.78 |
WT Financial Group Limited provides a range of financial services. It operates in two segments, Business to Business (B2B) and Business to Consumer (B2C). The company provides licensing, risk management and compliance, technology, professional development, advice support, practice management, and growth services to privately owned financial advice practices. It also offers financial advice, accounting, taxation, and SMSF administration services. The company was formerly known as Spring FG Limited and changed its name to WT Financial Group Limited in November 2019. The company was founded in 2010 and is based in Sydney, Australia.
| Name | Title | Year Born |
|---|---|---|
| Mr. Keith Robert Cullen | Founder, CEO, Group MD & Exec. Director | 1967 |
| Mr. Frank Paul | Joint COO & Group Head of Risk | NA |
| Mr. David Newman DipFinPlan | Joint Chief Operating Officer | NA |
| Mr. Ricton Jones | Head of Fin. | NA |
| Ms. Cara Edwards | Group Head of Compliance & Education | NA |
| Ms. Shelly Radford | Group Head of Legal & In-house Counsel | NA |
| Mr. Tony Pelosi | Sr. Advisor & Head of Workplace Education Services, Strategy Management Team - SFG Private Wealth | NA |
| Mr. Jack Standing | Group Head of Advice & Responsible Mang. | NA |
| Mr. Michael Pelosi | Sr. Client Adviser & National Head of Strategy Management - SFG Private Wealth | NA |
| Mr. Tim Suter | Head of Digital Strategy & Operations | 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.