One of Australia’s Most-Awarded Financial Advice Firms
As one of Australia’s most-awarded financial advice firms for over a decade, you can be assured that you’ll receive an outstanding service, focused on Living Well both now and in the future.
Our commitment to helping people like you live well with money and meaning has earned us numerous accolades, including being recognised as The AFA Australian Practice of the Year and more recently, The IFA Client Servicing Company of the Year 2023.
Our award-winning financial advisors in Perth and Sydney are here to guide you towards financial success, by delivering valuable financial advice and building relationships that develop truly custom solutions tailored to your unique needs and goals.
Experience our difference, and trust TWD to be your partner in kicking your wealth goals.
Our Awards
2024
2023
IFA Excellence Award 2023 – Winner – Self-Licensed Firm of The Year
IFA Excellence Award 2023 – Winner -Individual
IFA Excellence Award 2023 – Winner – Client Servicing Company of The Year
IFA Excellent Award 2023 – Industry Thought Leader of the Year – Dawn Thomas
IFA Excellence Award 2023 – Finalist – Young Adviser Of The Year (30 Years or Under)
IFA Excellence Award 2023 – Finalist – Transformation Of The Year – Company
IFA Excellence Award 2023 – Finalist – Holistic Adviser Of The Year
IFA Excellence Award 2023 – Finalist – Holistic Advice Firm Of The Year
IFA Excellence Award 2023 – Finalist – Client Outcome Of The Year
IFA Excellence Award 2023 – Finalist – Best Adviser Network – Social
FS Power 50 2023 – 50 Most Influential Advisers – Financial Standard
FAAA Awards 2023 – Finalist – Adviser of the Year
IFA Excellence Award 2023 – Winner – Self-Licensed Firm of The Year
IFA Excellence Award 2023 – Winner -Individual
IFA Excellence Award 2023 – Winner – Client Servicing Company of The Year
IFA Excellent Award 2023 – Industry Thought Leader of the Year – Dawn Thomas
IFA Excellence Award 2023 – Finalist – Young Adviser Of The Year (30 Years or Under)
IFA Excellence Award 2023 – Finalist – Transformation Of The Year – Company
IFA Excellence Award 2023 – Finalist – Holistic Adviser Of The Year
IFA Excellence Award 2023 – Finalist – Holistic Advice Firm Of The Year
IFA Excellence Award 2023 – Finalist – Client Outcome Of The Year
IFA Excellence Award 2023 – Finalist – Best Adviser Network – Social
FS Power 50 2023 – 50 Most Influential Advisers – Financial Standard
FAAA Awards 2023 – Finalist – Adviser of the Year
2022
Women In Finance Awards 2022 – Finalist – Thought Leader Of The Year
FS Power 50 2022 – 50 Most Influential Advisers – Financial Standard
IFA Excellence Award 2022 – Finalist – Client Servicing Company Of The Year
IFA Excellence Award 2022 – Finalist – Holistic Advice Firm Of The Year
IFA Excellence Award 2022 – Finalist – Industry Thought Leader Of The Year
IFA Excellence Award 2022 – Finalist- Self-Licensed Firm Of The Year
IFA Excellence Award 2022 – Winner – Transformation Of The Year – Individual
Women In Finance Awards 2022 – Finalist – Thought Leader Of The Year
FS Power 50 2022 – 50 Most Influential Advisers – Financial Standard
IFA Excellence Award 2022 – Finalist – Client Servicing Company Of The Year
IFA Excellence Award 2022 – Finalist – Holistic Advice Firm Of The Year
IFA Excellence Award 2022 – Finalist – Industry Thought Leader Of The Year
IFA Excellence Award 2022 – Finalist- Self-Licensed Firm Of The Year
IFA Excellence Award 2022 – Winner – Transformation Of The Year – Individual
2011 – 2021
2011 – 2021 – Most Trusted Advisers
FS Power 50 2021 – 50 Most Influential Advisers – Financial Standard
AFA – 2021 – Great Advice Award – WA Winner
FS Power 50 2020 – 50 Most Influential Advisers – Financial Standard
AFA – Female Excellence in Advice 2019 – Winner
2019 – Most Trusted Advisers
AFA – Practice Of The Year 2018 – Winner
Telstra Australian Business Awards 2014 – WA Winner
2013 – Professional Planner Winner – Best Practice Australia
Winner – AFA Adviser of the Year 2011
FPA 2012 – Best Practice Award for a CFP Professional
2011 – 2021 – Most Trusted Advisers
FS Power 50 2021 – 50 Most Influential Advisers – Financial Standard
AFA – 2021 – Great Advice Award – WA Winner
FS Power 50 2020 – 50 Most Influential Advisers – Financial Standard
AFA – Female Excellence in Advice 2019 – Winner
2019 – Most Trusted Advisers
AFA – Practice Of The Year 2018 – Winner
Telstra Australian Business Awards 2014 – WA Winner
2013 – Professional Planner Winner – Best Practice Australia
Winner – AFA Adviser of the Year 2011
FPA 2012 – Best Practice Award for a CFP Professional
Build Your Wealth With Award-Winning Advice
Start curating the life you dreamed of today with TWD; Australia’s most award-winning financial advisors.
Book a call to discuss your financial goals, or fill out the contact form.
