PRIVATE WEALTH ADVISER
Mitch Finnen
Bachelor of Economics (Trade and Finance)
Mitch is an Adviser based out of our Brisbane office at Emanuel Whybourne & Loehr. During his tenure with EW&L, he has worked with many high-net worth families to orient their wealth journey.
Mitch prioritises a client-centric and collaborative approach, focusing on building trust and relationships with clients that yield results and secure the position of the next generation. Additionally, Mitch has assisted corporate clients with efficient treasury management, diversifying asset bases and improving the yield of operating cash. Mitch has a decade of experience in finance, 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. Mitchell holds a Bachelor of Economics from the University of Queensland and is currently undertaking a graduate diploma of Financial Planning at QUT.


Venture Capital as an Alternative Investment

Ophir's Secret Sauce: How Discipline and Detail Drove 20x Growth in 12 Years with Andrew Mitchell
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How a Global Macro Icon Became Crypto’s Kingmaker: The Dan Tapiero Interview

Is it time to engage a financial planner?

Exploring the Growing Appeal of Alternative Investments in Australia

Investing in Super vs Outside of Super

Is there any accuracy in history?

Investing in the share market vs. the property market

Two Morgan Stanley Wealth Operatives Exit

Ex-Morgan Stanley Wealth advisers set up new shop

Global Investment Opportunities in 2022

Smile like you mean it
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Building Enduring Value in Australian Property: How Active Management Is Redefining the Market with Michael Rothner (AsheMorgan)

Positioning for Growth in a Changing Real Estate Cycle with Rob Percy (Cromwell)

Private, But Not Protected: The New Cyber and Privacy Risks Facing Successful Families

What Really Drives Australia’s Commercial Property Market with Bruce Baker

US Trip: learning from those who drive the largest market in the world.

Game Plan: Inflation – A body shot or a knockout?

Measuring Investment Risk: Volatility, Liquidity & Private Market Risk for High-Net-Wealth Investors

Why Boring is Beautiful: Venture Capital Lessons with Matthew Browne

Secondaries Unlocked: Liquidity, Pricing & the Future of Private Markets with Jake Elmhirst

Speculation is the Mother of all Evil
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Finding Focus in Volatility

This isn't 2008

Built to Innovate, Structured to Fail: Lessons for Big Tech in the Age of AI



