Research Analyst
Catherine Waller
Catherine is an Analyst with a strong background in finance and operations, having worked with firms like Deloitte, Austrade, and McKinsey.
With expertise in financial analysis, market research, and project implementation, Catherine has overseen multimillion dollar project budgets developed new analytical and reporting tools and created investment screening models to drive strategic decision-making. Currently a CFA Level 1 candidate, Catherine’s primary role within EW&L will be to support the firm from an investment and operational perspective, working closely with our Client Service team playing a key role in supporting the firm’s growth and success.
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
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Is it time to engage a financial planner?
My wife and I have two boys, a 3 and a 4-year-old. I always find it fascinating to think about the impact we are having…
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Are we there yet?
“The investors chief problem, and even his worst enemy, is likely to be himself”. – Benjamin Graham
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
Insights
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…
News
Exploring the Growing Appeal of Alternative Investments in Australia
Managing Partner Tim Whybourne shares his insights on the rising popularity of alternative investments on ausbiz.
News
Ex-Morgan Stanley Wealth advisers set up new shop
Introducing Australia’s newest wealth management boutique: Emanuel Whybourne.
Insights
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
News
Two Morgan Stanley Wealth Operatives Exit
Two heavy-hitting Morgan Stanley Wealth Management advisers have left the building.
Insights
Risk and Return: How to Determine Your Investment Risk Profile
There are various types of risks to be managed in relation to investments.
Insights
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
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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
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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.
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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.
Insights
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
Insights
The Power of Diversification
When we think about companies raising money, there are two types of ways they can do this.
Insights
Selling a Business the Right Way
I grew up in Sydney, in the Eastern Suburbs. My family was supported by my father, a builder, who worked incredibly hard his whole
Insights
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
Coming Soon
Insights
Speculation is the Mother of all Evil
Trying to trade this market is trying to predict the psychology of Donald Trump: erratic, attention-grabbing, and entirely .....
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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
Insights
This isn't 2008
Heightened volatility has been the cost of doing business with financial markets for the better part of 18 months.
Insights
Beyond the Noise: Positioning for Growth Amid Trump Tariffs and Recession Fears
Trump’s recent tariff announcements have sent shockwaves through the markets, with the S&P 500 and Nasdaq sliding....
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