The Australian Wealth Advisors Group Limited (WAG), an ASX-listed company, is a financial services firm which specializes in mergers and acquisitions with 3 key operarions: Corporate - Activist Investment, Funds Management, Financial Wealth Management and Advisory. It operates in funds and investment management through Armytage Private; and in providing services to wealth management advisors through CHPW Financial.
| ASX Code | WAG |
| Website | http://www.awag.au |
| Industry/Sector | Asset Management & Custody Banks |
| Market Cap ($M) | 44 |
| WAG Share Price | $0.595 |
| Day High | $0.595 |
| Day Low | $0.595 |
| Last Close | $0.595 |
| WAG Share Price Movement | - ( No change ) |
| Distribution Type | Dividend | Franking | Ex-dividend date | Payment date | Current Price+ | Price 7D Avg | Dividend Yield |
|---|
See all dividends from The Australian Wealth Advisory Group Limited (WAG) or use our Upcoming Dividends tool to search for dividends across all ASX-listed securities.
| Year to Jun | NPAT | EPS | EPS chg (%) | PER | DPS | Yield (%) | Franking (%) |
|---|---|---|---|---|---|---|---|
| 2025A | $0.70 | $0.90 | -313.60% | 32.50 | 0.00 | 0.00% | 0.0% |
| 2024A | -$0.26 | -$0.40 | -269.20% | 0.00 | 0.00 | 0.00% | 0.0% |
| 2023A | $0.19 | $0.30 | 73.30% | 0.00 | 0.00 | 0.00% | 0.0% |
| Company | Mkt Cap | EPS Growth (%) | P/E (%) | Dividend Yield (%) | ||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 2023 A | 2024 A | 2025 A | 2023 A | 2024 A | 2025 A | 2023 A | 2024 A | 2025 A | ||
| GQG Partners Inc. (GQG) | $4,348M | -0.0055 | -0.1145 | -0.0501 | 6.2130 | 7.0167 | 7.3869 | 14.93% | 11.35% | 11.04% |
| L1 Group Limited (L1G) | $2,669M | -0.8601 | 2.9358 | 0.2634 | 95.4128 | 24.2424 | 19.1882 | 20.67% | 3.55% | 5.15% |
| Netwealth Group Limited (NWL) | $5,308M | 0.3930 | 0.1093 | 0.1450 | 45.5368 | 41.0514 | 35.8528 | 1.78% | 1.99% | 2.26% |
| Pinnacle Investment Management Group Limited (PNI) | $3,783M | 0.3714 | 0.0644 | -0.0142 | 25.1603 | 23.6375 | 23.9768 | 3.82% | 3.96% | 5.30% |
| The Australian Wealth Advisory Group Limited (WAG) | $44M | -3.1364 | 0.0000 | 0.0000 | 62.7660 | 0.0000 | 0.0000 | 0.00% | 0.00% | 0.00% |
| Earnings | P/E Ratio | P/B Ratio | P/E Growth | |
|---|---|---|---|---|
| Company | 0.20 | 63.30 | 3.51 | 0.00 |
| Market | 0.29 | 13.20 | 1.18 | 0.70 |
| Sector | 0.26 | 10.84 | 1.04 | 0.94 |
| Name | Position | Start Date |
|---|---|---|
| Mr Lee Darion Peter IaFrate | Executive Chairman, Executive Director | 13 Sep 2021 |
| Mr Michael (Mike) Clifford Fitzpatrick | Non-Executive Director | 1 Oct 2023 |
| Mr Paul Antony Young | Non-Executive Director | 23 Sep 2021 |
| Mr Christopher (Chris) Francis Kelaher | Non-Executive Director | 4 May 2026 |
| Mr David Earl Slack | Non-Executive Director | 3 Apr 2024 |
| Mr Mark John Stephen | Non-Executive Director | 23 Sep 2021 |
| Date of change | Director | Buy/Sell | Security Type | Qty | Trade Price | Value |
|---|---|---|---|---|---|---|
| 1 Jul 2025 | STEPHEN, Mark | Buy | Indirect Shares | 47,271 | $0.367 | $17,366.630 |
| 11 Mar 2025 | IAFRATE, Lee | Buy | Direct Shares | 9,981 | $0.320 | $3,193.920 |
| 26 Feb 2025 | YOUNG, Paul | Buy | Indirect Shares | 200,000 | $0.320 | $64,000.000 |
See all changes in directors' interest & trades for The Australian Wealth Advisory Group Limited (WAG) or use our Changes in directors' interest tool to search for changes & trades across all ASX-listed securities.
| Name | Position |
|---|---|
| Gareth James | Company Secretary |
Under ASX rules large investors and investment funds must disclose when they own more than a 5% stake in The Australian Wealth Advisory Group Limited (WAG). However, you won't necessarily see their names in the company’s annual report, as many trade under nominee names. These shareholders are obliged to provide ongoing substantial notices relating to any change of 1% or more.
| Holding | Name |
|---|---|
| 18,950,759 (25.48%) | Lee Iafrate - Family |
| 13,136,200 (17.66%) | JP Morgan Nominees Australia Pty Limited |
| 9,000,000 (12.10%) | Michael Fitzpatrick |
| 5,427,312 (7.30%) | Peter Hollick |
| 4,217,424 (5.67%) | The Unconditional Love Foundation Pty Ltd |
| 3,833,333 (5.15%) | Paul Young |
| Date | Event |
|---|---|
| 22 February 2027 | Report (Interim) |
| 24 August 2026 | Report (Annual) |
| 24 August 2026 | Report (Prelim) |
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