Tim Whybourne

Managing Partner

Tim Whybourne

Bachelor of Agricultural Economics

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Chartered Financial Analyst (CFA), ASIC RG146 Compliant in margin lending, securities and superannuation, ADA 1 & 2, Foreign Exchange, Diploma of Financial Planning, member of financial planning association (FPA)

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Young Entrepreneur of the Year Finalist 2022

Advisor of the year award finalist 2022 (IFA excellence awards)

Tim has more than 15 years’ experience at the sharp end of financial services and planning. His clients understand and value his deadline-focused, committed approach to the management of their investment affairs.

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He uses his knowledge in portfolio management and financial advice, experience, and leadership skills to deliver meticulous and creative solutions in his work.

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His experience has been garnered from more than a decade in financial services including CommSec, FP Markets, UBS Wealth, and Morgan Stanley.Tim and his wife Anna, a family law barrister, have two young boys and a friendly King Charles Spaniel.

Tim's 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

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

Don’t be your own worst enemy

“The investors chief problem, and even his worst enemy, is likely to be himself”. – Benjamin Graham

Are we there yet?

“The investors chief problem, and even his worst enemy, is likely to be himself”. – Benjamin Graham

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.

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

Tim's 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

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

Smile like you mean it

What a year 2020 was. It was the worst global pandemic since the Spanish flu 102 years ago and will no doubt make up an intere…

Risk and Return: How to Determine Your Investment Risk Profile

There are various types of risks to be managed in relation to investments.

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

Two Morgan Stanley Wealth Operatives Exit

Two heavy-hitting Morgan Stanley Wealth Management advisers have left the building.

Tim's Insights

Staying the course — A timeless lesson

On behalf of all our team at EWL Private Wealth, I would like to personally thank you for your continued trust in 2022...

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.

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.

The Power of Diversification

When we think about companies raising money, there are two types of ways they can do this.

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

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

Tim's Insights

Coming Soon

Tim's 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

This isn't 2008

Heightened volatility has been the cost of doing business with financial markets for the better part of 18 months.

Other Profiles

Mitchell Finnen

Associate Adviser

Craig Emanuel

Managing Partner

Charles Troian

associate adviser

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Brisbane office

Level 3, The Eminence,
89 McLachlan Street, Fortitude Valley QLD 4006

PO Box 162 Fortitude Valley, QLD 4006

sydney office

Suite 2, Level 4, Challis House,‍
4 Martin Place, Sydney, NSW 2000

Melbourne office

Suite 288, 3 Albert Coates Lane, Melbourne VIC 3000

Emanuel Whybourne Pty Ltd (ACN 643 542 590) is a Corporate Authorised Representative of EWL Private Wealth Pty Ltd (ABN: 92 657 938 102/AFS Licence 540185)

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