We believe there’s a better way.

TWD is Australia’s leading financial advice group. Think beyond investment expertise; we’re expert project managers for your entire financial life.

We believe that advice means more than helping you decide on investments, structures, cash flows, risk management or alternative approaches. These matter, of course, but they are ineffective without equal understanding and respect for your unique identity, frustrations and hopes for a better life.

Wealth has a different meaning to each of us, but skillful financial management, expertise and direction allows for what we all want in life: freedom from concern.

Less stress and fewer surprises. When it’s clear that your adviser has your best interests at heart, with the expertise to back it up, it’s easy to relax.

Our advisory firm earns respect through openness, transparency and accountability; the cornerstones of any successful business relationship.

Oh, and we’re also one of Australia’s most awarded advice practices.

“Life is there to be lived, milestones are there to be celebrated and family always comes first.” – Troy MacMillan, TWD Australia Chief Executive

Awards & Certifications

2019-most-trusted-adviser-light1

Most Trusted Advisers

AFA-Practice-Of-The-Year-Logo

AFA Practice Of The Year

FS-Power-50-2020

FS Power 50 Most Influential Advisor

Certainty-Advice-Group11

Certainty Advice Group

CFP11

Certified Financial Planner

CFP11

Self-Managed Super Fund Specialist Advisor

CA11

Chartered Accountant

Defined by our team. Our value comes from our people, a team which has received numerous prestigious awards.

Cara Graham

Meet Cara,
your Director

Incredible work ethic and client care earned Cara the role of Director before her 30th birthday.
View Cara's Profile
Michelle Flanagan

Meet, Michelle
your Wealth Adviser

Michelle's passion for her clients is most apparent when she is planning to make their financial life as easy as it can be so they can spend more time doing things they love with their family and friends.
View Michelle's Profile
Andree McDonough

Meet Andree,
your Associate Wealth Adviser

Andree joined TWD in 2015, bringing her a wealth of expertise in the area of capital markets contract legal.
View Andree's Profile

Meet the rest of your team

Leadership Team

Troy MacMillan

Troy MacMillan

Chief Executive

Graeme Hyland

Graeme Hyland

General Manager

TWD Invest Team

Abby Macnish

Abby Macnish

Chair of the Investment Committee

Support Team

Cindy Sumner

Cindy Sumner

Receptionist

Michelle Nelson

Michelle Nelson

Director of Operations and Support

Taylor Chircop

Taylor Chircop

Investment Assistant

Awards & Certifications

2019-most-trusted-adviser-light

Most Trusted Advisers

AFA-Practice-Of-The-Year-Logo

AFA Practice Of The Year

FS-Power-50-2020

FS Power 50 Most Influential Advisor

Certainty-Advice-Group

Certainty Advice Group

CFP1

Certified Financial Planner

SSA1

Self-Managed Super Fund Specialist Advisor

CA1

Chartered Accountant