MANAGING PARTNER
Tim Whybourne
Bachelor of Agricultural Economics
Chartered Financial Analyst (CFA), ASIC RG146 Compliant in margin lending, securities and superannuation, ADA 1 & 2, Foreign Exchange, Diploma of Financial Planning, member of financial planning association (FPA)
Young Entrepreneur of the Year Finalist 2022
Advisor of the year award finalist 2022 (IFA excellence awards)
Tim has more than 15 years’ experience at the sharp end of financial services and planning. His clients understand and value his deadline-focused, committed approach to the management of their investment affairs.
He uses his knowledge in portfolio management and financial advice, experience, and leadership skills to deliver meticulous and creative solutions in his work.
His experience has been garnered from more than a decade in financial services including CommSec, FP Markets, UBS Wealth, and Morgan Stanley.Tim and his wife Anna, a family law barrister, have two young boys and a friendly King Charles Spaniel.


Don’t Jump Off the Rollercoaster!

Exploring the Growing Appeal of Alternative Investments in Australia

Is it time to engage a financial planner?

Venture Capital as an Alternative Investment

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

Major General (Retd) Fergus (Gus) McLachlan AO

Risk and Return: How to Determine Your Investment Risk Profile

Is there any accuracy in history?

The fallacy of chasing income

Dove or Hawk? I don’t really care

Ex-Morgan Stanley Wealth advisers set up new shop

Powerwrap signs wealth boutique

Are we going back to the 70’s? Parallels between then and now.

Friendshoring – Is local really ‘local’?

The Market Roller-Coaster. What’s next?

Family Wealth Planning – Creating the Family Bank

Lessons of Legacy – how to flourish as a family.

Understanding Long-Term Investing: The Reality of Price, Value, and Earnings Growth Beyond Short-Term Noise.

Measuring Investment Risk: Volatility, Liquidity & Private Market Risk for High-Net-Wealth Investors

Speculation is the Mother of all Evil
.jpg)
Finding Focus in Volatility

This isn't 2008
