Growing wealth is only part of the story...

CFP B.Comm DFS SSA

Incredible work ethic and client care earned Cara the role of Director before her 30th birthday. She joined TWD after working for a large national firm and finding she didn’t like the ‘corporate approach.’ Meeting Troy, she remembers, “I loved how different his approach was and pretty much made him hire me – even though he wasn’t recruiting at the time.”

With so much to see and do in WA, Cara loves the Perth lifestyle. Having a decidedly functional home means she has more time outside of office hours for going on long walks in nature, camping with her dog and partner, and enjoying theatre shows with a red wine or craft beer.

Embodying TWD’s ethos on giving back, Cara has a charitable heart, one time creating an event which raised $17,000 for the Starlight Children’s Foundation. Recalling it now, she says, “I woke up the next morning buzzing, feeling so proud and pumped to do it again.”

Cara has a Bachelor of Commerce (Finance & Economics), a Diploma of Financial Planning, is a Certified Financial Planner (CFP®) and an accredited Self-Managed Super Fund Specialist Adviser.

Michelle’s passion for our 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 the things they love with their family and friends. Her enthusiasm inspires clients to commit to achieving goals every day.

As a senior financial planner, Michelle has been in the industry for more than 20 years. As a previous business owner she brings a high level of business acumen to the table when assisting clients to problem solve. She is a reliable and trusted adviser who is intent on helping clients achieve their goals and to ensure TWD Australia delivers advice in the best interest of our clients.

Within the Financial Services industry, Michelle is an energetic leader, regularly collaborating with her peers to bring the best solutions to TWD Australia and the industry as a whole. Michelle is a Certified Financial Planner (CFP®).

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.”