Your partner in scalable, smarter, advice delivery
Our mission
To empower independent advisers with investment solutions that are smarter, scalable, and backed by institutional research—without the operational burden.
What we do
At AWAG, we take care of the research, compliance, and documentation, so you don’t have to. Whether you’re a solo practitioner or a growing team, our flexible model gives you access to premium advice tools and client-ready solutions.
We’re here to help you:
Deliver premium-quality portfolios
Stay ahead of compliance requirements
Reduce overheads and increase efficiency
Strengthen your client relationships
David Wylie
David Wylie is a respected investment executive with over 30 years’ experience across financial analysis, strategic investment services, and business development. He has a proven track record in leading AFSLs, scaling advice and research teams, and delivering tailored investment inputs across wealth, financial planning, and accounting sectors.
Before founding AWAG Portfolio Services, David was Director of Wholesale at Ord Minnett and previously CEO of Lonsec, where he led national teams and shaped industry-leading solutions. He also held senior leadership roles at ASX-listed firms including Avcol Securities and IWL Ltd.
David holds a Bachelor of Business and a Master’s accreditation from the Securities and Derivatives Institute of Australia. He is ADA1 accredited and has served as Executive Director and Chair on multiple boards and investment committees.
At AWAG Portfolio Services, David’s mission is to unify and scale licensee investment offerings, empowering AFSLs to grow with confidence, clarity, and strategic direction.