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WT Financial Group picks up Millennium3 for $2m

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21 November 2023 by Simon Hoyle, Professional Planner

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Listed licensee group WT Financial Group has acquired the Millennium3 Australian financial service licensee from Insignia for $2 million.

WTFG chief executive Keith Cullen tells Professional Planner the deal was opportunistic after Insignia signalled its intention to sell M3 about five months ago and Cullen believes it is a snug strategic fit.

Cullen has led WTFG through a period of expansion by acquisition, having added the Synchron and Sentry AFSLs to the group, expanding its adviser footprint to around 430, based on data as of October 19 supplied by Adviser Ratings.


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