Australian Wealth Advisors Group Ltd. · ASX:WAG
Australian Wealth Advisors — The Australian Wealth Advisors Group — H1 FY2026 Earnings Presentation
16 slides from Australian Wealth Advisors's earnings presentation, Feb 23, 2026
Slide 1: First Half FY2026 Result Presentation Business Update
For personal use only First Half FY2026 Result Presentation Business Update February 2026
Slide 2: Disclaimer
Disclaimer This presentation is intended for general informational purposes only and should be read alongside the Full Year Financial Report for the twelve months ending 30 June 2025, as well as the Appendix 4E submitted to the Australian Securities Exchange by The Australian Wealth Advisors Group L
Slide 3: About Us
About Us For personal use only AWAG is a diversified financial services firm that has 3 prime chapters of operations: 1.Corporate, Activist Investment 2.Funds Management 3.Financial Wealth Management and Advisory AWAG’s objective is to build out 2 stable profitable operating businesses, as well as b
Slide 4: Key Highlights
Key Highlights 1 Revenue steady at $5.4m For personal use only 2 Net profit before tax growth of 46% $615,454 vs $421,542 3 Funds under management and administration (FUMA) 70% increase; $3.6b from $2.1b. 4 Strong balance sheet $3.1m cash; no debt. 5 EPS Investments: Strong pipeline; 10 now complete
Slide 5: 1H26 Snapshot
1H26 Snapshot 1H26 $5.4m 1H26 $615k 46% increase For personal use only 7% decrease Revenue NPBT from $421k in 1H25. Dec 2025 $3.6b from $2.1b Dec 2025 FUMA 70% increase Cash $3.1m • Dec 2025: 10 • Dec 2025: 80 Equity • Dec 2024: 2 • Dec 2024: 24 Authorised Partnership Representatives Investments Pag
Slide 6: Financials
Financials Profit & Loss 1H26 1H25 Revenue $5,427,428 $6,081,374 For personal use only Expenses $4,811,974 $5,409,832 Net Profit Before Tax $615,454 $421,542* Net Profit After Tax $467,319 $566,215 Balance Sheet 1H26 1H25 Cash $3.1m $5.1m Total Assets $13,608,611 $13,211,960 Total Equity $13,089,089
Slide 7: Board of Directors
BOARD OF DIRECTORS Lee IaFrate Chairman Mike For personal use only Fitzpatrick Non-Executive Director Mark Stephen Non-Executive Director David Slack Non-Executive Director Paul Young Non-Executive Director Page 6
Slide 8: Corporate Timeline
CORPORATE TIMELINE For personal use only Listing of AWAG (ASX: WAG) Acquisition 2 Equity Partnership Scheme of Dealer Group Investments Succession Fund CPHW Financial Established 2021 2023 2025 AWAG 2022 Acquisition 2024 • Equity Partnership Investments: 10 Incorporated of Fund Manager • FUMA: $3.6B
Slide 9: AWAG Organizational Chart
AWAG Organizational Chart For personal use only $3.6b FUMA across the group • Authorised Representatives are now 80, up from 24. Page 8
Slide 10: Universe: Corporate Services
Universe Corporate Services • September 2019 to April 2022, there were 13 corporate transactions via takeover or merger. Our Armytage Micro Cap Activist Fund (MCAF) participated in 11. For personal use only • April 2022 to February 2024, there was only 1 completed takeover; CountPlus takeover of Div
Slide 11: Equity Partnership Scheme (EPS)
Equity Partnership Scheme (EPS) • AWAG acquires up to a 20% strategic stake in a financial services business, targeting sectors such as financial planning, insurance, mortgage brokering, and accounting. For personal use only • Consideration may consist of cash, scrip, or a combination of both. • As
Slide 12: Equity Partnership Scheme (EPS)
Equity Partnership Scheme (EPS) • Melican Financial provides personalized financial advice and wealth management services, helping individuals and businesses with financial planning, investments, superannuation, For personal use only retirement and estate strategies, insurance, and tax-effective wea
Slide 13: Equity Partnership Scheme (EPS)
Equity Partnership Scheme (EPS) • OneLedger Wealth is a joint venture between AWAG and OneLedger, providing comprehensive wealth management services across the OneLedger Group. Through this partnership, clients benefit from a unique combination of AWAG’s proven track record in financial advisory and
Slide 14: Equity Partnership Scheme (EPS)
Equity Partnership Scheme (EPS) For personal use only • Avalon Financial Services is a Sydney-based company focusing on providing AFSL and licensing services and practice solutions to its authorized representatives and financial planning businesses. 4 was founded in 2013, has approximately 40 author
Slide 15: Outlook
Outlook • The Board is pleased to have reported a NPBT of $615k for the first half, a 46% increase. All three operating divisions contributed to this result. AWAG, is well positioned to continue this growth going forward. February 2026 celebrates AWAG’s second calendar year as a public For personal
Slide 16: Get in Touch
For personal use only www.awag.au info@awag.au 03 9674 0600 Level 5, 30 Collins Street, Get in Touch Melbourne VIC 3000
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