The Wealth Designers
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Stockbrokers & Financial AdvisersTWD Advisory is a self-licenced, multi-award winning, boutique financial planning agency delivering financial advice with a new world approach. The company has a specialist team to execute financial service offerings such as Self-Managed Super Funds, Proactive Portfolio Management, and Estate & Succession Planning.
In October 2018 TWD was named Australia’s Practice Of The Year, the industry’s highest award at the AFA National Adviser Conference.
Contact Details
Level 4, 40 Kings Park Road, WEST PERTH WA 6005
1300 893 000
Lists and Charts
Stockbrokers & Financial Advisers list sponsored by
Lists
Stockbrokers & Financial Advisers
| Rank | Company | # | |
|---|---|---|---|
| 13th |  | Ord Minnett | 12 |
| 14th | | JBWere | 11 |
| 15th | | The Wealth Designers | 10 |
| 16th |  | Knight | 7 |
| 17th | | Integro Private Wealth | 7 |
33 stockbrokers & financial advisers ranked by number of client advisers in WA
Number of Employees
Stockbrokers & Financial Advisers
| Rank | Company | # | |
|---|---|---|---|
| 11th | Morgans Financial | 36 | |
| 12th | Wealthwise | 35 | |
| 13th | The Wealth Designers | 35 | |
| 14th | Integro Private Wealth | 33 |
Company Activity
| UPDATED: Stockbrokers & Financial Advisers list | 20 Jun 2024 |
| UPDATED: Stockbrokers & Financial Advisers list | 17 Nov 2023 |
| RANKING: 15 Up from 16 in Stockbrokers & Financial Advisers list | 21 Jun 2023 |
| RANKING: 16 Up from 17 in Stockbrokers & Financial Advisers list | 19 Jun 2023 |
| RANKING: 17 Up from 21 in Stockbrokers & Financial Advisers list | 29 May 2023 |
| UPDATED: Stockbrokers & Financial Advisers list | 27 Apr 2023 |
| NEW ROLE: Karen Pearce, Head of Office Operations | 26 Apr 2023 |
| NEW ROLE: Abby Macnish Niven, Head Of Investments | 05 Jul 2021 |
| UPDATED: Corporate Finance list | 05 Jul 2021 |
| UPDATED: Stockbrokers & Financial Advisers list | 05 Jul 2021 |
