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

Venture Capital as an Alternative Investment

Mark Zuckerberg once said that the biggest risk is not taking any risk. Well, that attitude certainly worked for him but you have

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 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

Are we there yet?

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

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

Tim's Insights

Morgan Stanley duo establishes advice boutique

Two former Morgan Stanley financial advisers have started a new private wealth firm focused on HNW and UHNW clients.

Risk and Return: How to Determine Your Investment Risk Profile

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

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

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…

Two Morgan Stanley Wealth Operatives Exit

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

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

Tim's Insights

The Market Roller-Coaster. What’s next?

Craig, Tim and I recently attended an investment conference on the Gold Coast.

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

Great sportsmen and women are often praised for their remarkable strength, athleticism, and determination, but rarely their minds.

Do you have too many eggs in the housing basket?

We are in the middle of a new build in Sanctuary Cove, currently. Whenever we have been in the market for a new property, or a new

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.

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

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

William Davies

Client Services Associate

Ryan Loehr

PARTNER, PRIVATE WEALTH ADVISER

Mitchell Finnen

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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