Troy Gudgeon

I lead Wealth Designers Advisory as Director and Principal Financial Planner. WDA is a boutique private wealth firm that holds its own Australian Financial Services Licence (AFSL 562647), advising from Sydney's Barangaroo and Brisbane CBD, and Australia-wide by video.

I have worked in financial services for 20 years and have provided personal financial advice since 2011. I am an SMSF Specialist Adviser (SSA™) and hold a Master of Financial Planning.

I specialise in retirement planning for pre-retirees and retirees with $750,000 or more in superannuation and investments, SMSF trustees, and high-net-worth families. My work centres on retirement income strategy and protecting retirement capital through our Three-Bucket approach, alongside SMSF structuring, portfolio construction, tax-efficient structuring and estate planning. For wholesale investors, WDA offers a separate Private Wealth engagement.

In 2026 I was named a finalist for Adviser of the Year – Personal Advice at the Australian Wealth Management Awards and shortlisted for the FS Power50, Financial Standard's list of the 50 most influential financial advisers in Australia.

WDA is fee-for-service. Every cost is agreed in writing before any work begins, and we do not earn commissions on investment products.