TWD 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.
| Rank | Company | # | |
|---|---|---|---|
| 13th | - | Ord Minnett | 12 |
| 14th | - | JBWere | 11 |
| 15th | - | The Wealth Designers | 10 |
| 16th | - | Vantage Wealth Management | 9 |
| Rank | Company | # | |
|---|---|---|---|
| 11th | Morgans Financial | 36 | |
| 12th | Wealthwise | 35 | |
| 13th | The Wealth Designers | 35 | |
| 14th | Integro Private Wealth | 33 |
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UPDATED: Stockbrokers & Financial Advisers list | 10 Dec 2024 |
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UPDATED: Stockbrokers & Financial Advisers list | 20 Jun 2024 |
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UPDATED: Stockbrokers & Financial Advisers list | 17 Nov 2023 |
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RANKING: 15 Up from 16 in Stockbrokers & Financial Advisers list | 21 Jun 2023 |
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RANKING: 16 Up from 17 in Stockbrokers & Financial Advisers list | 19 Jun 2023 |
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RANKING: 17 Up from 21 in Stockbrokers & Financial Advisers list | 29 May 2023 |
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UPDATED: Stockbrokers & Financial Advisers list | 27 Apr 2023 |
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NEW ROLE: Karen Pearce, Office Manager | 26 Apr 2023 |
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NEW ROLE: Abby Macnish Niven, Head Of Investments | 05 Jul 2021 |
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UPDATED: Corporate Finance list | 05 Jul 2021 |
