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WT Financial Group Limited is an Australia-based diversified financial services company. The Company operates through two segments: Business to business (B2B) and Direct to consumer (B2C). The B2B segment includes financial planning, investment advice and product sales and licensing services and product offerings delivered through (and to) independently owned financial advice practices whose advisers operate as authorized representatives of Wealth Today Pty Ltd (Wealth Today), Sentry Group Pty Ltd (Sentry), and Synchronised Business Services Pty Ltd (Synchron). The B2C segment includes an accounting practice, with salaried employees offering accounting, tax and SMSF administration services to consumers under the Company's corporate structure/brand. The B2C segment also includes a mortgage brokerage business, with salaried employees assisting consumers with mortgages; and a real estate license with salaried employees offering real estate services as a buyer's agent or seller agent.
Name | Age | Since | Title |
---|---|---|---|
Keith Robert Cullen | 55 | - | Founder, CEO, Group MD & Executive Director |
Christos Kelesis | - | - | Non-Executive Director |
Michael Harrison | - | 2021 | Non-Executive Director |
Rob Jones | - | 2021 | Chairman of Advisory Committee |
Guy Leighton De Courcy Hedley | - | 2014 | Non-Executive Independent Chairman |
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