Australian Wealth Advisors Group Ltd. · ASX:WAG
Australian Wealth Advisors — Investor Presentation (August 2025)
15 slides from Australian Wealth Advisors's investor presentation, Aug 25, 2025
Slide 1: FY2025 Result Presentation Strategy Update
FY2025 Result Presentation Strategy Update August 2025
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 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 being an active part
Slide 4: Key Highlights
Key Highlights 1 Revenue growth of 13% YoY ($11.4m vs $10.1m pcp). 2 Profit before tax growth ($1.2m vs $120k loss pcp). 3 Funds under management and administration (FUMA) of $2.3b. 4 Strong balance sheet wih no debt. $3.3m cash reserves. 5 Five Equity Partnership Scheme (EPS) investments completed.
Slide 5: FY25 Snapshot
FY25 Snapshot FY25 $11.4m FY25 $1.2m 13% on FY24 From a $120k loss in FY24 FY25 $2.3b FY25 $3.3m 9.5% on FY24 Page 4
Slide 6: Financials
Financials Profit & Loss FY2025 FY2024 Revenue $11,376,639 $10,054,918 Expenses $10,195,560 $10,175,565 Net profit before tax $1,181,079 ($120,647) Net profit after tax $948,309 ($259,424) Balance Sheet FY2025 FY2024 Cash $3,344,907 $5,872,231 Total Assets $13,215,922 $13,469,707 Total Equity $12,62
Slide 7: Board of Directors
BOARD OF DIRECTORS Lee IaFrate Chairman Mike 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 2021 AWAG Incorporated - Capital Raise $2m 2022 Acquisition of Dealer Group CHPW Financial 2023 Acquisition of Fund Manager Armytage Private 2024 Listing of AWAG (ASX:WAG) 2 Equity Partnership Scheme Investments Succession Fund Established 2025 First full year as a public company
Slide 9: AWAG Group Structure
AWAG $2.3b FUMA Board across the group Financial Funds Wealth Management Corporate Services CHPW Armytage Mergers & (AFSL) Private Acquisitions 15% CenterPoint Alliance (ASX:CAF) Individual Succession Advisory Fund Firms. Equity Partnership Scheme (EPS) Group authorised representatives: 24 Page 8
Slide 10: Universe
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: CC Ca
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. Consideration may consist of cash, scrip, or a combination of both. In return, AWAG receives a roya
Slide 12: Equity Partnership Scheme (EPS)
Equity Partnership Scheme (EPS) Melican Financial provides personalised financial advice and wealth management services, helping individuals and businesses with financial planning, investments, superannuation, retirement and estate strategies, insurance, and tax-effective wealth creation. The firm w
Slide 13: The Succession Fund
The Succession Fund Established to enable “successor” to purchase a stake in the business. It provides “succesor” access to capital. The Fund provides loans to qualified small and medium enterprises (SMEs). AWAG has establishd a working partnership with the ASX listed company, Teaminvest Private Gro
Slide 14: Outlook
Outlook The Board is pleased to have reported a sound NBPT result of $1.2m for the year. All three operating divisions contributed to the result. We are well positioned to continue our sustained growht across all relevant metrics, boh financial and non-financial. Our first year is a vindication of a
Slide 15: Get in Touch
www.awag.au info@awag.au 03 9674 0600 Level 5, 30 Collins Street, Get in Touch Melbourne VIC 3000
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