associate adviser
Charles Troian
Bachelor of Business (Finance)
Bachelor of Laws (Hons)
Under the mentorship of our advice team, Charles’ core responsibilities are to assist in the coordination of client investment proposals and reviews, monitor and execute portfolio recommendations and analyse existing and new investment partnerships, while supporting our branch manager Michelle Edds from an operational perspective.
Charles has a strong background in the investment advice industry, having worked in financial services for more than five years. Charles’s most recent role was the Associate Manager of Macquarie’s Adviser Services team. This saw Charles acting as a key contact to many of the largest and most reputable investment advice firms in the country, including EW&L. Charles brings operational expertise to the needs of our practice and combined with his studies in law and finance, he has a solid academic foundation for investment markets.
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
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
Insights
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
Podcast
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
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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
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
Insights
The Fallacy of Forecasts
Elon Musk. Steve Jobs. Jeff Bezos. Bill Gates. Mark Zuckerberg. Jack Ma. A very successful string of names. You might call them en
News
Two Morgan Stanley Wealth Operatives Exit
Two heavy-hitting Morgan Stanley Wealth Management advisers have left the building.
News
Q&A with Emanuel Whybourne
Emanuel Whybourne was founded by Craig Emanuel and Tim Whybourne and manages high net worth clients.
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
Insights
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
News
Ex-Morgan Stanley Wealth advisers set up new shop
Introducing Australia’s newest wealth management boutique: Emanuel Whybourne.
Insights
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.
Insights
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
Insights
Understanding Long-Term Investing: The Reality of Price, Value, and Earnings Growth Beyond Short-Term Noise.
“The stock market is designed to transfer money from the active to the patient.”
Warren Buffett
Insights
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
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
Insights
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
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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