CFP SSA, B.Bus, DFP

You might see articles by Troy MacMillan regularly in the finance section of The West Australian, or see him speaking to some of the country’s most influential people. Since founding TWD, the company has been awarded Australia’s Best Advice Practice – and named a winner in WA for the Telstra Small Business Award.

His ethos is built upon lessons learned from years spent living and working in Japan, where he adopted the philosophy of “kaizen,” which translates to “continuous and never-ending improvement.” Troy is also a member of the Board of Directors for Nulsen Disability Services. His vision is to deliver greater financial certainty to more Australians.

“I’ve always been a goal-setter. I think that’s why I love hearing people’s stories and then helping them achieve their ambitions.”

Graeme began his career in financial services in 1973 and brings a wealth of experience; working with financial services practices, dealer groups and institutions; to TWD.

He was appointed State Manager of Western Australia of Legal & General of Coopers & Lybrand in 1994. Later, working for Colonial when it was acquired by Commonwealth Bank in June 2000, he was appointed Head of Sales, Third Party Distribution. In 2003 he became a partner at Encore Group, a business management consulting firm – later moving to Opex as Head of Practice Consulting.

Graeme was appointed General Manager of The Wealth Designers in early 2017, and continues to work closely with a number of leading financial practices as their Chairman and/or a member of their Board of Advice.

Our receptionist and resident Dockers fan, Cindy has been an integral part of the TWD team for over five years. Joining us and rejoining the workforce after the sad passing of her husband, she mentioned that being a part of the family has played a big role in the healing process. While she’s a proud mother, if she was born in another century Cindy reckons she would have been an awesome midfielder.

Michelle joined TWD more than decade ago, moving to Perth to pursue a career changing the world of financial advice.

She believes that there is no greater satisfaction than being able to make life easier, happier and less stressful for a client (or fellow member of the TWD team), allowing them to focus on what’s important.

“Knowing that our clients, and the people I work with, trust me to be there for them and to deliver a high level of service is truly gratifying.”

Jonathan is just as much at home in nature as he is explaining the economic reasoning behind a progressive tax rate. Intelligent and worldly, he counts some of his most memorable experiences as standing on the snow-masked peak of a mountain in New Zealand, swimming with turtles around the Great Barrier Reef, and the world changing day of his final exam at university.

While originally enrolling in engineering at UWA, and dabbling in philosophy, eventually he found his passion and finished a double major in accounting and finance in two years. Work experience at a financial services firm led him to an interest in financial planning and eventually to TWD.

He’s quick to recognise the support and guidance of his family, and the wisdom and intellect of his partner in making him who is is today, and cites American philosopher professor, Wes Cecil, as the “single greatest influence on my personal growth.”