Insight for informed investments.

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.

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.

An independent member of the Investment Committee, Bruce is the Principal of WP Invest, a boutique asset consultant located in Perth. He has over 40 years’ experience in the investment and capital markets, working in Sydney, Melbourne and Perth, covering areas including direct trading in equities, fixed interest and money markets.

Since 2003 Bruce has been advising the boards of industry and corporate superannuation funds, including APRA regulated funds, a number of financial advisers. He established WP Invest in 2004 to accommodate the investment consulting business operating within Western Pacific Financial Group.

Bruce has extensive experience advising on larger private investment portfolios regarding asset allocation and asset selection for diversified multi-sector and single sector investment portfolios.

Bruce holds a Bachelor of Business, MESAA (Practitioner Member of Stockbrokers and Financial Advisers Association Limited), and was a stockbroker for many years. He remains a member of the association and is a Member of the Australian Institute of Company Directors.

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.

A passion for the financial markets and trading led Michael to a career in the stockbroking industry. His work ethic and analytical skills prepared him well for 15 years working with one of WA’s oldest firms, DJ Carmichael. At the firm he was also awarded employee of the year within his first 12 months.

Michael is highly experienced in a range of investment roles including research, trading, operations and compliance. He holds a Master of Applied Finance, Diploma of Financial Planning, Diploma of Financial Markets.

Value means something different to everyone, and Michael looks at time as the most valuable resource – something that you can’t make more of or get back once it’s spent.

Michael enjoys his time outside the office with friends, his wife and daughter, and following the NBA. He also loves living in Perth, the good weather and lifestyle making it a great place to live and bring up a family.

Now a valued member of the Trade Investment Team, Clair has had a long and varied career in the financial services industry. She began as an Adviser at JB Were and Macquarie Bank, before working for IRESS Limited as an Account Manager, and eventually State Manager of Financial Markets for a period of 15 years.

She holds a Bachelor of Arts and a postgraduate degree in Financial Planning. While she doesn’t use a crystal ball to predict market movements, she is a certified gemologist, a geoscience and a branch of mineralogy.

When Clair isn’t busy assisting with investment decisions, she enjoys movies, spending time with her family and travelling to exotic locations.