MANAGING PARTNER
Tim Whybourne
Bachelor of Agricultural Economics
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)
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.
He uses his knowledge in portfolio management and financial advice, experience, and leadership skills to deliver meticulous and creative solutions in his work.
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.


Exploring the Growing Appeal of Alternative Investments in Australia

Venture Capital as an Alternative Investment

Back to the future

Keep Your Eyes on the Finish Line

Discover the Secrets of Smarter Property Buying with Jordan Navybox

Investing in Super vs Outside of Super

Morgan Stanley duo establishes advice boutique

Two Morgan Stanley Wealth Operatives Exit

The fallacy of chasing income

Ex-Morgan Stanley Wealth advisers set up new shop

The Fallacy of Forecasts
Q&A with Emanuel Whybourne

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

Family Wealth Planning – Creating the Family Bank
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Agreus Group: Key considerations for emerging Family Offices
Lessons from America’s Most Iconic Family Office: When Does Your Family Really Need One?

The Business Lessons Hollywood’s Most Successful Producer Won’t Tell You (But Just Did)

Armen Panossian: Navigating the 2026-27 Liquidity Gap. How the World’s Leading Distressed Debt Investor is Positioning for Market Shifts

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



