Accreditations and Awards

Australian Financial Services Licence Number 234665

  • Troy MacMillan- 2011 AFA Adviser of the Year awards finalist
  • CQAP certification
  • CFP
  • Finalist for FPA Value of Advice Awards 2009 & 2010
  • Financial Review- Asset Magazine Innovation Awards Client Management 2008 Finalist
  • Financial Review - Asset Magazine Innovation Awards Staff Management 2008 Finalist

 

Troy and his team were involved in achieving recognition in the 2008 Asset Magazine Innovation awards. We were among 4 national finalists for Client management and Staff management and we aspire to achieve the same result in our new business.

Downloads

2011 Adviser of the Year- Finalist (30.95 Kb) 2009 Value of advice awards Certificate of Participation (99.64 Kb) 2010 Value of Advice Awards Certificate of Participation (2.09 MB) Wealth Designers CQAP Charter (178.77 Kb)