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.


The Million Dollar Trade I Missed and Why it is Not Too Late

Susanne Bransgrove (Founder Liquid Gold Consultants) - Family Business Succession, The Discussion You NEED To Have Now

Is it time to engage a financial planner?

Exploring the Growing Appeal of Alternative Investments in Australia

Major General (Retd) Fergus (Gus) McLachlan AO

Investing in Super vs Outside of Super

The Fallacy of Forecasts

Morgan Stanley duo establishes advice boutique

Ex-Morgan Stanley Wealth advisers set up new shop

It's good to feel uncomfortable

Two Morgan Stanley Wealth Operatives Exit

In investing, what is comfortable is rarely profitable

US Trip: learning from those who drive the largest market in the world.

Friendshoring – Is local really ‘local’?

Do you have too many eggs in the housing basket?

The sugar high

Lessons of Legacy – how to flourish as a family.

The Power of Diversification

Speculation is the Mother of all Evil
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Finding Focus in Volatility

This isn't 2008
