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.

As Head of Investments at TWD, Abby Macnish is responsible for providing portfolio investment solutions for advisers and clients across all products and client segments.

Abby’s ongoing advice, monitoring and performance attribution analysis provides a strong basis for our clients’ portfolio management.

Abby has over 13 years of experience in wealth management and strategic investment management.

Prior to joining TWD, Abby was Portfolio Manager, Chief Investment Office at ANZ. She previously worked in Investment Strategy for UBS Wealth Management Australia (UBS Australia). In this role she was responsible for delivering Tactical Asset Allocation changes, Model Portfolios, Direct Equity Offerings and meeting with clients and prospects to deliver proposed investment solutions.

Throughout her career, Abby has been regularly involved in media work, including interviews for Sky Business, AFR, Smart Investor, The Australian and Sydney Morning Herald, delivering market and economic views and insights, in both television and print.

Merlea Investments

An external member of our Investment Committee is Director and Financial Adviser of Merlea Investments, Brian Nash. Providing investment and financial planning advice since 1985, he holds a Diploma of Financial Advising and is an Affiliate Member of the Financial Services Institute of Australasia.

Brian has been the leading force behind Merlea Investments’ unique research software for analysing all economic data. This research has led to proven results of low risk and volatility with very worthwhile investment returns to clients.

As a member of our Investment Committee, Brian provides unique information and data techniques. His up-to-date knowledge from websites, newspapers, journals, market briefing sessions and seminars proves invaluable to the decision making process.