Australian Wealth Advisors Group Ltd. · ASX:WAG
Australian Wealth Advisors — The Australian Wealth Advisors Group — FY2026 Earnings Presentation
16 slides from Australian Wealth Advisors's earnings presentation, Aug 24, 2026
Slide 1: FY2026 Result Presentation Strategy Update
For personal use only FY2026 Result Presentation Strategy Update August 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 ended 30 June 2026, as well as the Appendix 4D submitted to the Australian Securities Exchange by The Australian Wealth Advisors Group Lt
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 Structuring and Activist Investment 2.Funds Management 3.Financial Wealth Management and Advisory AWAG’s objective is to build out 3 stable profitable operating businesse
Slide 4: Key Highlights
Key Highlights 1 Revenue down 1.9%, to $11,163,957. For personal use only 2 Profit before tax $937,632, up from $931,000* normalised. 3 Funds under management and administration (FUMA) of $4.1b, up from $2.3b. 4 Strong balance sheet with no debt. $3.9m cash reserves, up from $3.3m. 5 Two Equity Part
Slide 5: FY26 Snapshot
FY26 Snapshot FUMA ($billion) CASH ($million) Group Investments ($) $4.1 $5.9 $3,400,000 For personal use only $3.6 $2,600,000 $3.9 $2.1 $3.3 $158,000 FY24 FY25 FY26 FY24 FY25 FY26 FY24 FY25 FY26 Equity Partnership Schemes Authorised Representatives NPBT* ($ ‘000) $937 12 122 $931 10 $657 2 24 27 FY
Slide 6: Financials
Financials Profit & Loss FY2026 FY2025 For personal use only Revenue $11,163,957 $11,376,639 Expenses $10,226,325 $10,195,560 Net profit before tax $937,632 $931,079* Net profit after tax $689,166 $948,309 Balance Sheet FY2026 FY2025 Cash $3,853,155 $3,344,907 Total Assets $14,022,541 $13,215,922 To
Slide 7: Board of Directors
BOARD OF DIRECTORS Lee IaFrate For personal use only Chairman Mike Fitzpatrick Non-Executive Director David Slack Non-Executive Director Paul Young Chris Non-Executive Director Kelaher Non-Executive Director Page 6
Slide 8: Corporate Timeline
CORPORATE TIMELINE For personal use only Listing of AWAG (ASX: WAG) 2 Equity Partnership • Equity Partnership Scheme Investments Investments: 12 Acquisition Dec April Sept Succession Fund • FUMA: $4.1B of Dealer Group CPHW Established 2025 • Authorised Reps: 122 2021 Financial 2023 Feb • Equity Part
Slide 9: AWAG Organizational Chart
AWAG Organizational Chart For personal use only $4.1b FUMA across the group • Authorised Representatives are now 122, up from 27. 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. • April 2022 to February 2024, there was only 1 completed takeover; CountPlus takeover of Diverger. • Recent deals:
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) • 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. Avalon was For personal use only founded in 2013 and has approximately 4
Slide 15: Outlook
Outlook • The Board is pleased to have reported a NPBT of $937,632 for the year. All three operating divisions contributed to this result. AWAG, is well positioned to continue this growth going forward. February For personal use only 2027 will celebrate AWAG’s third calendar year as a public company
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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