Private Wealth Advisory Team

Sunshine Coast
Troy Derwin
Troy Davey

A collective approach

Partnering with Troy and Troy ensures a highly responsive and personalised service, supported by a widerange of skills to cater for your financial needs.

The team has the experience required to navigate complex situations and unpredictable marketenvironments, whilst at the same time delivering advice that is bespoke, timely and easily understood.

Let Troy and Troy assist you to protect and grow your wealth.

Troy Derwin

CFA®, M.App.Fin
Senior Private Wealth Adviser & Branch Manager
Sunshine Coast

Troy Davey

Senior Private Wealth Adviser
Sunshine Coast

About the team

Clients’ interests and financial goals are at the centre of everything that Troy and Troy do as trusted advisory professionals.

With more than 45 years of combined experience in financial markets, they have developed a deep skillset that ensures clients receive highly professional and tailored advice.

Teamwork and experience set their service aside from competitors. Their team approach combines industry experience and practical skills to deliver relevant, innovative and professional advice, enabling them to support and service their clients.

Areas of Expertise

Troy and Troy offer expert financial guidance, supported by Ord Minnett’s investment and researchteams. They specialise in strategic advice, asset allocation, investment strategy, tax efficiency, andintergenerational wealth transfer, ensuring clients receive tailored, well-structured advice.

The team’s priority is to protect and grow capital while optimising tax outcomes. With a strong commitmentto helping clients achieve lasting financial success, they go the extra mile, providing dedicated, strategicsupport at every stage. By combining deep industry knowledge with exclusive insights, they deliver asophisticated and focused service designed to meet the expectations of the most discerning clients.

Our Values

Building wealth for generations

Ord Minnett is an Australian owned wealth management and investment services firm. We offer financial advice and investment management for individuals, families, businesses and organisations, enabling them to protect and grow their wealth.

Office

Sunshine Coast
Burnett House 1/99 Burnett St Buderim QLD 4556
(07) 5430 4444
sunshinecoast@ords.com.au

Map

Quality Advice for Now and the Future

At Ord Minnett, we know that every individual’s journey is different, that’s why we tailor advice and investment solutions to our clients unique needs. We do this with utmost care as it is both our duty and privilege to put our clients interests first.

Our advisers have the experience to navigate the complexities of financial markets. Investment vehicles and economic trends, so they can tailor a strategy unique to you.

Team of Qualified Experts

Ords advisers are licensed professionals who are specialist in their field

Deep Research and Knowledge

Our Research Analysts continually survey local and global investment opportunities

Clarity and Certainty

Our advisers have an ethical and legal responsibility to act in our client's best interests

Tailored Solutions

We delve deep to discover our client's needs and tailor solutions to them

Partners who listen, then act

We take time to understand our clients’ needs, then advise

Access to opportunities

We offer clients access to pre-market and wholesale investment opportunities

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Whether it’s the first time you’ve sought advice, or you're looking for a fresh perspective, our advisers will help you gain clarity, confidence and opportunity.