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Showing 1 - 5 of 5 results for "TWD"

AZ NGA acquires stake in $1bn advice firm

KARREN VERGARA  |  WEDNESDAY, 4 OCT 2023
... acquire an undisclosed stake in a Western Australian practice that has $1 billion in funds under advice. The Wealth Designers (TWD) is the latest addition to AZ NGA's stable, joining member firms McKinley Plowman, Wealthwise, and On-Track Financial Solutions. ...

The Wealth Designers in expansion mode

KARREN VERGARA  |  FRIDAY, 15 SEP 2023
... in total. It currently has two advisers based in Sydney and soon plans to set up shop in Brisbane and Melbourne. In August, TWD enlisted Patrick Canion under its AFSL to help service some of its high-net-worth and sophisticated clients based in Switzerland ...

Adviser fears over ASIC relief

HARRISON WORLEY  |  THURSDAY, 30 APR 2020
... then post-meeting... If I'm charging myself out of several hundred dollars-plus, that's not a very long meeting," he says. TWD director Cara Graham agrees, saying even with the temporary measures advisers are still required to abide by the FASEA Code ...

Adviser, Practice of the Year named

JAMIE WILLIAMSON  |  SATURDAY, 13 OCT 2018
... highly coveted awards. Hugh Robertson of Queensland's Centaur Financial Services was named Adviser of the Year, while TWD Australia took home the Practice of the Year Award. In announcing the winners, AFA chief executive Phil Kewin described both ...

Adviser, Practice of the Year finalists named

JAMIE WILLIAMSON  |  MONDAY, 3 SEP 2018
... Practice of the Year Award finalists were also named, with Multiforte Financial Services, Panoramic Financial Solutions and TWD Australia making the cut. Meanwhile, finalists for the AFA Rising Star Award - presented in partnership with ANZ - were also ...
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