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

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

Keep Your Eyes on the Finish Line

The EW team and I have recently embarked on a challenge to cover 100km over the month of November…

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

Are we there yet?

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

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

Tim's Insights

Powerwrap signs wealth boutique

Powerwrap has announced it has entered into an agreement with new wealth management boutique Emanuel Whybourne…

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.

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

Don't think outside the box, get rid of the box

‘Learning and innovation go hand in hand. The arrogance of success is to think that what you did yesterday will be sufficient for

Investing in the share market vs. the property market

There will always be varying opinions and some level of self-interest involved when it comes to the debate of shares vs. property

Dove or Hawk? I don’t really care

As the year 2022 played out, every asset class fell in value. Significantly. I emphasise ‘every’ asset – as this is a...

Tim's Insights

Family Wealth Planning – Creating the Family Bank

Growing up, we lived in a very culturally diverse neighbourhood. We had a Greek family on one side, Asian on the other, Italians b

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.

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.

Has the Private Credit ship sailed?

As rates escalated aggressively in 2022, so did the opportunity set for private credit. Liquidity tightened. Growth assets decline

Lessons of Legacy – how to flourish as a family.

For those who love a good series, ‘Succession’ is one of my personal favourites. Critics have called it the best series on TV, and

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

This isn't 2008

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

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

Other Profiles

Charles Troian

associate adviser

Victoria Perani

Client Services Associate

William Davies

Client Services Associate

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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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