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WT Financial Group Limited provides a range of financial services. It operates in two segments, Business to Business and Direct to Consumer. The company provides, licensing, risk management and compliance, education and training, and technical support services; and practice management and development services, including consumer marketing and education tools. It also offers financial planning, investment, and product sales and licensing services; and mortgage finance and brokerage, accounting, and SMSF administration services. In addition, the company provides wealth management, personal risk insurance advice, retirement, and investment, as well as mortgage, tax, and finance advice; and tax services. The company was formerly known as Spring FG Limited and changed its name to WT Financial Group Limited in November 2019. WT Financial Group Limited was incorporated in 2014 and is based in Sydney, Australia.
Name | Age | Since | Title |
---|---|---|---|
Keith Robert Cullen | 55 | - | Founder, CEO, Group MD & Executive Director |
Christos Kelesis | - | - | Non-Executive Director |
Rob Jones | - | 2021 | Chairman of Advisory Committee |
Guy Leighton De Courcy Hedley | - | 2014 | Non-Executive Independent Chairman |
Chelsea Pottenger | - | 2023 | Non-Executive Director |
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