Keith Cullen

Financial planning

Scaling up a ‘bigger, better and stronger’ advice network

WT Financial managing director, Keith Cullen, says the firm is looking inward when it comes to M&A, with a focus on helping practices in its network become “bigger, bette...

Financial planning

‘Halcyon days ahead’ for advice profession

WT Financial managing director Keith Cullen believes it is “halcyon days ahead” for financial advice as it completes a four-year period of M&A activity, with the licensee...

Financial planning

WT Financial’s Cullen shares indicative FY24 results

Licensee WT Financial Group has shared its indicative results for the 2023–24 financial year, including the impact of the Millennium3 acquisition from Insignia Financial....

Financial planning

Licensee petition launched to seek CSLR amendments

A group of licensees have put together a petition calling on the government to fix major issues around the CSLR levy and Delivering Better Financial Outcomes legislation....

Financial planning

The ‘ticking time bomb’ of the first QAR tranche

Appearing before the Senate economics committee, WT Financial managing director Keith Cullen has described the first tranche of QAR legislation as a “ticking time bomb” i...

Financial planning

The need for a unified voice between product and advice

Sharing his reasoning in joining the FSC board, WT Financial managing director, Keith Cullen, believes “product and advice cannot be separated” from each other in the cur...

Financial planning

What makes a successful advice practice?

The head of one of Australia’s largest licensees has shared the top characteristics that he looks for in creating a successful advice practice as more and more firms prov...

Financial planning

WT Financial turns to organic growth following M3 acquisition

With three years of M&A activity under its belt, WT Financial reflects on its recent acquisition of Millennium3 from Insignia and says it is now well positioned to achiev...

Financial planning

WT Financial’s Cullen on being first out of the gate on advice M&A

WT Financial Group managing director, Keith Cullen, believes the current M&A activity in financial advice is long overdue, having been accused of “running into a burning ...

Financial planning

Unpacking the label of a ‘micro-AFSL’

An emerging debate has looked at whether self-licensed firms should be differentiated by virtue of their scale compared to institutional licensees and dealer groups when ...

Financial planning

Advisers short-selling themselves by up to 50%: WT Financial

Advice firms should be targeting as much as $700,000 per annum per adviser in ongoing advice fees as clients could be willing to pay higher advice fees than advisers are ...

Financial planning

WT Financial forecasts 130% NPAT increase

WT Financial is expecting to see a 130 per cent increase in net profit after tax, as it releases indicative results for FY22–23, and CEO Keith Cullen believes the outlook...

Financial planning

WT Financial reports 1H23 earnings boost

The financial services firm has posted a 55% increase in operating profit after 'streamlining and integrating' its acquisition strategy....

People & Products

WT Financial sees advice opportunities on the horizon

Further acquisitions remain a possibility for WT Financial as it finalises the integration of Synchron, Sentry and Wealth Today and announces its full-year results....

Financial planning

Synchron chair to depart after 15 years

Synchron chair, Michael Harrison, is to retire as the firm acquires WT Financial Group with the firm thanking him for his contribution to financial services....