Associate Adviser
Mitchell Finnen
Bachelor of Economics (Trade and Finance)
Mitch joined Emanuel Whybourne & Loehr after 5.5 years with Macquarie Bank, during which he spent several years working with Macquarie’s investment platform business, building relationships and understanding advice models nationally. Through his role as a Product Manager with Macquarie Bank, Mitch also developed a best practice attitude to building and developing advice products.
Under the mentorship of our advice team, Mitch’s 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.
Insights
The Million Dollar Trade I Missed and Why it is Not Too Late
Looking back, one of my biggest regrets is the million dollar trade I missed in not buying Bitcoin in 2012.
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
Insights
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…
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.
Podcast
Major General (Retd) Fergus (Gus) McLachlan AO
On this week's show we had the great privilege of sitting down with Major General (Retd) Fergus (Gus) McLachlan AO.
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
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
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.
News
Ex-Morgan Stanley Wealth advisers set up new shop
Introducing Australia’s newest wealth management boutique: Emanuel Whybourne.
Insights
It's good to feel uncomfortable
A client recently asked me to describe the last few years of investing. With one word. The word that came to mind was rollercoaste
News
Two Morgan Stanley Wealth Operatives Exit
Two heavy-hitting Morgan Stanley Wealth Management advisers have left the building.
Insights
In investing, what is comfortable is rarely profitable
I think this is so true in everything we do in life. Most things worth doing in life are not easy, ask…
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
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
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
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
The Power of Diversification
When we think about companies raising money, there are two types of ways they can do this.
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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