Associate Adviser
Mitchell Finnen
Bachelor of Economics (Trade and Finance)
Mitch joined Emanuel Whybourne & Loehr after 5.5 years with Macquarie Bank, during which he spent several years working with Macquarie’s investment platform business, building relationships and understanding advice models nationally. Through his role as a Product Manager with Macquarie Bank, Mitch also developed a best practice attitude to building and developing advice products.
Under the mentorship of our advice team, Mitch’s 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.
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
Insights
Don’t be your own worst enemy
“The investors chief problem, and even his worst enemy, is likely to be himself”. – Benjamin Graham
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
Exploring the Growing Appeal of Alternative Investments in Australia
Managing Partner Tim Whybourne shares his insights on the rising popularity of alternative investments on ausbiz.
Insights
Are we there yet?
“The investors chief problem, and even his worst enemy, is likely to be himself”. – Benjamin Graham
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
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
News
Powerwrap signs wealth boutique
Powerwrap has announced it has entered into an agreement with new wealth management boutique Emanuel Whybourne…
Insights
Is there any accuracy in history?
Elon Musk. Steve Jobs. Jeff Bezos. Bill Gates. Mark Zuckerberg. Jack Ma. A very successful string of names. You might call them en
News
Ex-Morgan Stanley Wealth advisers set up new shop
Introducing Australia’s newest wealth management boutique: Emanuel Whybourne.
Insights
Risk and Return: How to Determine Your Investment Risk Profile
There are various types of risks to be managed in relation to investments.
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
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
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.
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
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
Family Wealth Planning – Creating the Family Bank
Growing up, we lived in a very culturally diverse neighbourhood. We had a Greek family on one side, Asian on the other, Italians b
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
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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