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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 advice, and product sales and licensing services; and mortgage brokerage, tax, accounting, and SMSF administration services. In addition, the company provides wealth management, personal risk insurance advice, and retirement planning 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 founded in 2010 and is based in Sydney, Australia.
Name | Age | Since | Title |
---|---|---|---|
Keith Robert Cullen | 55 | - | Founder, CEO, Group MD & Executive Director |
Christos Kelesis | - | 2011 | 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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