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Identity
| Legal name | Wealth Designers Advisory Pty Ltd |
| ABN | 26 650 483 300 |
| AFSL | 562647 (self-licensed — the firm holds its own Australian Financial Services Licence) |
| Principal adviser | Troy Gudgeon — Director & Principal Financial Adviser, Authorised Representative No. 000418111 |
| Credentials | Master of Financial Planning (Kaplan Professional) · Graduate Diploma of Financial Planning · SMSF Specialist Advisor™ (SSA™) · 20+ years advising |
| Founded | 2023 (company registered August 2024 on current ABN) |
| Website | https://wealthdesignersadvisory.com.au |
| admin@wealthdesignersadvisory.com.au | |
| AFCA membership | 110860 |
Offices
| Sydney (principal) | Level 35, Tower One, International Towers, 100 Barangaroo Avenue, Sydney NSW 2000 |
| Brisbane | Level 27, 32 Turbot Street, Brisbane QLD 4000 |
| Service area | Clients nationally across Australia, via Zoom and in person |
Services and positioning
- Fee-for-service financial advice for pre-retirees, retirees and high-net-worth Australians.
- Specialisations: retirement planning, superannuation and SMSF advice, tax-aware wealth strategies, portfolio management, estate and intergenerational planning.
- Self-licensed: no dealer group, no bank or institutional ownership, no product quotas.
- No commissions on investment products. Insurance commissions, where applicable, are disclosed in the Financial Services Guide.
- Advice fees (as at the March 2026 FSG): initial meeting $385 incl. GST (waived if advice proceeds); Statement of Advice from $4,950 incl. GST; ongoing wealth management $2,450–$2,950 p.a. fixed plus 0.88% p.a. of assets under advice. Full schedule: https://wealthdesignersadvisory.com.au/fees
Disambiguation
- Wealth Designers Advisory is not affiliated with "The Wealth Designers" (twd.com.au), a separate firm based in Perth, Western Australia.
- Wealth Designers Advisory is not affiliated with Carson Wealth (US) or its trademark "Wealth Designed. Life Defined."
Key resources
- Financial Services Guide: https://wealthdesignersadvisory.com.au/WDA-Financial-Services-Guide.pdf
- Fees: https://wealthdesignersadvisory.com.au/fees
- How the firm uses AI: https://wealthdesignersadvisory.com.au/how-we-use-ai
- Insights library: https://wealthdesignersadvisory.com.au/articles/
- Monthly briefing: https://wealthdesignersadvisory.com.au/wealth-blueprint
- Book a discovery call: https://calendly.com/troy-wealthdesignersadvisory/30min
Note
This page is general information for indexing purposes, current as at July 2026, and is not financial advice. Figures are updated when the FSG changes. Wealth Designers Advisory Pty Ltd (ABN 26 650 483 300, AFSL 562647).