Research Analyst
Catherine Waller
Catherine is an Analyst with a strong background in finance and operations, having worked with firms like Deloitte, Austrade, and McKinsey.
With expertise in financial analysis, market research, and project implementation, Catherine has overseen multimillion dollar project budgets developed new analytical and reporting tools and created investment screening models to drive strategic decision-making. Currently a CFA Level 1 candidate, Catherine’s primary role within EW&L will be to support the firm from an investment and operational perspective, working closely with our Client Service team playing a key role in supporting the firm’s growth and success.
Podcast
Major General (Retd) Fergus (Gus) McLachlan AO
On this week's show we had the great privilege of sitting down with Major General (Retd) Fergus (Gus) McLachlan AO.
Insights
Keep Your Eyes on the Finish Line
The EW team and I have recently embarked on a challenge to cover 100km over the month of November…
Insights
Investing in Super vs Outside of Super
We recently had our 2022 planning session at our offices where we sat down and spoke about the year that was and our plans for 202
Insights
Don’t Jump Off the Rollercoaster!
They say the only people who get hurt on a roller coaster are the ones who jump off.. makes sense! This really is the perfect anal
Insights
Venture Capital as an Alternative Investment
Mark Zuckerberg once said that the biggest risk is not taking any risk. Well, that attitude certainly worked for him but you have
Insights
Is it time to engage a financial planner?
My wife and I have two boys, a 3 and a 4-year-old. I always find it fascinating to think about the impact we are having…
Insights
Don't think outside the box, get rid of the box
‘Learning and innovation go hand in hand. The arrogance of success is to think that what you did yesterday will be sufficient for
Insights
Investing in the share market vs. the property market
There will always be varying opinions and some level of self-interest involved when it comes to the debate of shares vs. property
News
Q&A with Emanuel Whybourne
Emanuel Whybourne was founded by Craig Emanuel and Tim Whybourne and manages high net worth clients.
Insights
Making the Right Investments with the Right Financial Adviser
I have been in the industry for 15 years now and over that time I have worked at a number of different firms. I have met hundreds
Insights
It's good to feel uncomfortable
A client recently asked me to describe the last few years of investing. With one word. The word that came to mind was rollercoaste
News
Two Morgan Stanley Wealth Operatives Exit
Two heavy-hitting Morgan Stanley Wealth Management advisers have left the building.
Insights
US Trip: learning from those who drive the largest market in the world.
Our partner Ryan outlines his recent trip to New York and some of the most valuables takeaways.
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Podcast
Agreus Group: Key considerations for emerging Family Offices
In this episode, Ryan Loehr, our Brisbane-based Partner, and Private Wealth Advisor speaks with the founders of AgreusIn this epis
Insights
Selling a Business the Right Way
I grew up in Sydney, in the Eastern Suburbs. My family was supported by my father, a builder, who worked incredibly hard his whole
Insights
Understanding Long-Term Investing: The Reality of Price, Value, and Earnings Growth Beyond Short-Term Noise.
“The stock market is designed to transfer money from the active to the patient.”
Warren Buffett
Insights
Lessons of Legacy – how to flourish as a family.
For those who love a good series, ‘Succession’ is one of my personal favourites. Critics have called it the best series on TV, and
Insights
The sugar high
We recently attended our godson’s 2nd birthday party. It was a superhero-themed party, with a Spiderman-dressed MC keeping the kid
Coming Soon
Insights
Speculation is the Mother of all Evil
Trying to trade this market is trying to predict the psychology of Donald Trump: erratic, attention-grabbing, and entirely .....
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Insights
Finding Focus in Volatility
In this note, I will reflect on the market volatility of this week, the probability of a US recession, and what a recession means
Insights
This isn't 2008
Heightened volatility has been the cost of doing business with financial markets for the better part of 18 months.
Insights
Beyond the Noise: Positioning for Growth Amid Trump Tariffs and Recession Fears
Trump’s recent tariff announcements have sent shockwaves through the markets, with the S&P 500 and Nasdaq sliding....
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