PARTNER, PRIVATE WEALTH ADVISER
Ryan Loehr
Bachelor of Laws, Bachelor of Commerce (Economics), Diploma in Financial Planning
ASIC RG146 Compliant in securities, managed investments, superannuation, insurance, and foreign exchange
Member of the Financial Planning Association (FPA)
IFA Young Adviser of the Year Finalist 2021
Young Entrepreneur of the Year Finalist 2022
Ryan brings over a decade of experience in the financial service industry, having worked for large retail banks, specialist investment firms, Macquarie Group and Morgan Stanley before moving to Emanuel Whybourne & Loehr with its founders. His experience in financial markets, financial planning and banking makes him well equipped to assist clients across the full spectrum of their wealth management needs. He is detail orientated, approachable and committed to each client relationship, providing solutions tailored specifically to their objectives.
Ryan works specifically with families in business, and a limited group of foundations. A key focus is on intergenerational wealth planning, ensuring wealth is accumulated and preserved for generations.
“I believe families can achieve more by working together. It gives me great satisfaction to see families unite around their wealth. To use it to empower the family financially and regarding their relationships with one another.” The same can be said about foundations. Uniting around common goals, to the benefit of all members. I work closely with each member of the family, and their trusted advisers such as accountant, lawyer, board, or consultants to improve outcomes.
Ryan and partner Jess, who operates a large family business, have two beautiful daughters. Ryan is also an ambassador for Epilepsy Action Australia.


Are we there yet?

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