ASSOCIATE ADVISER

Mitchell Finnen

Bachelor of Economics (Trade and Finance)

Mitch is an Associate Adviser based out of our Brisbane office at Emanuel Whybourne & Loehr. During his tenure with EW&L, he has worked with many high-net worth families to orient their wealth journey.

Mitch prioritises a client-centric and collaborative approach, focusing on building trust and relationships with clients that yield results and secure the position of the next generation. Additionally, Mitch has assisted corporate clients with efficient treasury management, diversifying asset bases and improving the yield of operating cash. Mitch has a decade of experience in finance, 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. Mitchell holds a Bachelor of Economics from the University of Queensland and is currently undertaking a graduate diploma of Financial Planning at QUT.

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