associate adviser
Charles Troian
Bachelor of Business (Finance)
Bachelor of Laws (Hons)
Under the mentorship of our advice team, Charles’ core responsibilities are to assist in the coordination of client investment proposals and reviews, monitor and execute portfolio recommendations and analyse existing and new investment partnerships, while supporting our branch manager Michelle Edds from an operational perspective.
Charles has a strong background in the investment advice industry, having worked in financial services for more than five years. Charles’s most recent role was the Associate Manager of Macquarie’s Adviser Services team. This saw Charles acting as a key contact to many of the largest and most reputable investment advice firms in the country, including EW&L. Charles brings operational expertise to the needs of our practice and combined with his studies in law and finance, he has a solid academic foundation for investment markets.
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
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…
Podcast
Susanne Bransgrove (Founder Liquid Gold Consultants) - Family Business Succession, The Discussion You NEED To Have Now
In today’s episode Managing partner Tim Whybourne caught up with the founder of Liquid Gold consultants, Susanne Bransgrove
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Are we there yet?
“The investors chief problem, and even his worst enemy, is likely to be himself”. – Benjamin Graham
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
Back to the future
The rate of change has accelerated, and we are in the midst of a digital revolution. A revolution that will have profound impacts
News
Two Morgan Stanley Wealth Operatives Exit
Two heavy-hitting Morgan Stanley Wealth Management advisers have left the building.
Insights
Dove or Hawk? I don’t really care
As the year 2022 played out, every asset class fell in value. Significantly. I emphasise ‘every’ asset – as this is a...
Insights
The fallacy of chasing income
The first subject I studied when completing my Finance and Economics degree was ‘Portfolio 101’. The class began with the introduc
Insights
The Fallacy of Forecasts
Elon Musk. Steve Jobs. Jeff Bezos. Bill Gates. Mark Zuckerberg. Jack Ma. A very successful string of names. You might call them en
Insights
Global Investment Opportunities in 2022
We live in a really beautiful country and have a very lucky economy. I, for one, consider myself extremely fortunate to be able to
Insights
Common Questions About Financial Advice
Did you know that “financial adviser” and ‘financial planner” are restricted terms under the Corporations law? Only licensed perso
Insights
Has the Private Credit ship sailed?
As rates escalated aggressively in 2022, so did the opportunity set for private credit. Liquidity tightened. Growth assets decline
Insights
Do you have too many eggs in the housing basket?
We are in the middle of a new build in Sanctuary Cove, currently. Whenever we have been in the market for a new property, or a new
Insights
Game Plan: Inflation – A body shot or a knockout?
Great sportsmen and women are often praised for their remarkable strength, athleticism, and determination, but rarely their minds.
Insights
Are we going back to the 70’s? Parallels between then and now.
There are numerous parallels that could be drawn between the 70’s and now, however some fundamental factors are different.
Insights
Friendshoring – Is local really ‘local’?
Events of the past 18-months have demonstrated that the world has significant supply-chain vulnerabilities, the key question is, h
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.
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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