PRIVATE WEALTH ADVISER
Charles Troian
Bachelor of Business (Finance)
Bachelor of Laws (Hons)
Charles is an Adviser based in our Sydney office. With over a decade in financial services, Charles spent five years at Macquarie Bank before joining Emanuel Whybourne & Loehr, where he has developed a strong foundation in portfolio management and client advisory.
At EW&L, Charles works closely with high-net-worth and ultra-high-net-worth clients, helping design and manage tailored investment strategies across equities, fixed income, private markets, and alternatives. His focus is on delivering clear, strategic advice and building long-term client relationships that create lasting value.
Charles holds a Bachelor of Laws (Honours) and a Bachelor of Business (Finance) from the Queensland University of Technology. He has also completed further study at the London School of Economics and is currently undertaking a Graduate Diploma of Financial Planning at the University of New South Wales.


Don’t be your own worst enemy

Ophir's Secret Sauce: How Discipline and Detail Drove 20x Growth in 12 Years with Andrew Mitchell

Selling your Business to Establishing and Governing your Family Office with John George
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How a Global Macro Icon Became Crypto’s Kingmaker: The Dan Tapiero Interview

The Opportunity in Global Secondaries with Steve Byrom (Potentum Partners Private Equity)

Is Higher Return and Less Risk Possible? Is Higher Return and Less Risk Possible? with Martin Robinson (HEAL Partners)

It's good to feel uncomfortable

Making the Right Investments with the Right Financial Adviser

Smile like you mean it
Q&A with Emanuel Whybourne

Adrian Mackenzie: It’s not the horse that wins the race. It’s the jockey on the horse.

Global Investment Opportunities in 2022

Discipline Through the Cycle: Lessons in Property Investing from Charter Hall’s Steve Bennett

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Conviction in Concrete: Toby Lewis on Office Real Estate, Contrarian Bets, and What Comes Next

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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

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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



