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.
Don’t Jump Off the Rollercoaster!
Venture Capital as an Alternative Investment
Susanne Bransgrove (Founder Liquid Gold Consultants) - Family Business Succession, The Discussion You NEED To Have Now
Is it time to engage a financial planner?
Keep Your Eyes on the Finish Line
Are we there yet?
Dove or Hawk? I don’t really care
In investing, what is comfortable is rarely profitable
Is there any accuracy in history?
Investing in the share market vs. the property market
Two Morgan Stanley Wealth Operatives Exit
The Fallacy of Forecasts
Staying the course — A timeless lesson
Friendshoring – Is local really ‘local’?
The sugar high
The Market Roller-Coaster. What’s next?
Selling a Business the Right Way
Do you have too many eggs in the housing basket?
This isn't 2008
