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THE AUSTRALIAN WEALTH ADVISORS GROUP LIMITED — Investor Relations & Filings

Ticker · WAG ISIN · AU0000307902 ASX Financial and insurance activities
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Filings indexed 88 across all filing types
Latest filing 2026-05-19 Major Shareholding Noti…
Country AU Australia
Listing ASX WAG

About THE AUSTRALIAN WEALTH ADVISORS GROUP LIMITED

https://www.awag.au

The Australian Wealth Advisors Group Limited (AWAG) specializes in wealth management and investment advisory services through a partnership-driven business model. The company focuses on the acquisition and strategic support of established financial advisory practices, providing them with centralized resources, compliance frameworks, and operational infrastructure. Core activities encompass portfolio management, strategic financial planning, and investment research designed for high-net-worth individuals and retail clients. AWAG aims to optimize the performance of its partner firms by leveraging shared services and integrated technology platforms. The group’s approach emphasizes professional advisory standards and the delivery of tailored investment solutions to meet complex financial objectives.

Recent filings

Filing Released Lang Actions
Change in substantial holding for CAF 5 pages 674.2KB
Major Shareholding Notification Classification · 97% confidence The document is an Australian Form 604 “Notice of change of interests of substantial holder” under the Corporations Act 2001, detailing changes in share ownership percentages and relevant interests of a substantial holder crossing reporting thresholds. This matches the definition of a Major Shareholding Notification (MRQ).
2026-05-19 English
Director Appointment/Resignation 1 page 274.8KB
Board/Management Information Classification · 100% confidence The document is an ASX announcement about the appointment of a new non-executive director, Mr. Chris Kelaher, to the Board of The Australian Wealth Advisors Group Ltd. It focuses on management changes and the background of the new director. There is no financial data, report, or regulatory filing referenced. The content clearly fits the category of Board/Management Information, which covers announcements of changes in the company's board of directors or senior management.
2026-05-03 English
Application for quotation of securities - WAG 6 pages 18.2KB
Share Issue/Capital Change Classification · 91% confidence The document is an ASX Appendix 2A form (“Application for quotation of securities”) detailing the issue and quotation of new ordinary fully paid shares as part of a previously announced transaction. This is a direct announcement of a share issue/capital change rather than a financial report or meeting materials. Therefore, it classifies as a Share Issue/Capital Change.
2026-04-16 English
Executive Appointment 2 pages 272.2KB
Board/Management Information Classification · 95% confidence The document is an announcement from The Australian Wealth Advisors Group Ltd regarding the appointment of a new executive, Mr. David Mazengarb, as Head of Advice. The content focuses on leadership changes and the strategic importance of the appointment. There is no financial data, report, or regulatory filing referenced beyond the announcement itself. The document is clearly about a management change, specifically an executive appointment, which fits the category of Board/Management Information (MANG). The document length is short and does not contain financial statements or detailed reports, so it is not an Annual Report or Interim Report. It is not a report publication announcement or regulatory filing. Therefore, the classification is MANG with high confidence.
2026-03-15 English
Proposed issue of securities - WAG 5 pages 17.3KB
Share Issue/Capital Change Classification · 100% confidence The document is titled 'Appendix 3B - Proposed issue of securities' and details a proposed placement or other type of securities issue by THE AUSTRALIAN WEALTH ADVISORS GROUP LIMITED. It includes specifics such as the number of securities to be issued, the issue date, consideration for the securities (consultancy fees), and compliance with ASX Listing Rules. The content is focused on announcing a new share issue and capital raising activity rather than a full financial report or other types of filings. Therefore, this document fits the category of a Share Issue/Capital Change announcement.
2026-03-15 English
Change in substantial holding 3 pages 457.6KB
Major Shareholding Notification Classification · 100% confidence The document is a Form 604 filed under the Corporations Act 2001 Section 671B, titled 'Notice of change of interests of substantial holder.' It details changes in voting power, relevant interests, and shareholdings of a substantial holder, including dates and amounts of share purchases. This type of filing is a notification of changes in significant share ownership levels, which aligns with the definition of Major Shareholding Notification (MRQ). The document is not a financial report, earnings release, or management report, but a regulatory disclosure about shareholding changes.
2026-03-04 English

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