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WT Financial Group managing director Keith Cullen has established multiple companies, overseen nine acquisitions and had his fair share of ASX dealings. Through all of it, he maintains a simple mantra - business is just business. Cassandra Baldini writes.
WT Financial Group’s acquisition of Synchron will improve efficiencies for advisers, according to chief executive Keith Cullen, as it creates the third-largest financial planning group in the country by adviser numbers.
WT Financial will become the new wealth giant, with funds under advice in excess of $16 billion, following its acquisition of Synchron. Wealth manager WT Financial Group (WTL) announced on Tuesday t
WT Financial Group is confident of future demand in the risk advice industry, backing Synchron’s future with a deal that could be worth up to $13 million, dependent on Synchron retaining advisers and revenue.
WT Financial Group, the ASX-listed parent of Wealth Today, has acquired Australia’s largest privately-owned financial adviser group, Synchron for $7.96 million.