W&D Financial Services

Firm Profile

Our Mission

"Our aim is to provide the highest level of accounting, business consulting and financial planning services to private individuals, small and medium businesses and superannuation funds. We measure our success by the growth and achievement of our clients."

Our Business History

W&D Financial Services was founded after World War II by Mr R.J.G. Willoughby who commenced sole practice in the CBD. He was later joined by Mr D J O’N Dunne and together they built the business.

W&D Financial Services may be classified in relative terms as a medium sized general practice with a depth of professional services. Client contact is with the Engagement Partner on a one on one basis, but the firm as a whole services the client.

There is a balance of age and experience and the firm endeavours to match compatible people with the individuality of the client and the particular needs of the assignment.

Fees are generally time based and scaled however fixed price agreements are now an option available to clients.