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.


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

Exploring the Growing Appeal of Alternative Investments in Australia

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

Don’t Jump Off the Rollercoaster!

Are we there yet?

Is it time to engage a financial planner?

The Fallacy of Forecasts

Don't think outside the box, get rid of the box

Investing in the share market vs. the property market
Q&A with Emanuel Whybourne

Two Morgan Stanley Wealth Operatives Exit

Common Questions About Financial Advice

The Market Roller-Coaster. What’s next?

The Power of Diversification

Has the Private Credit ship sailed?

Do you have too many eggs in the housing basket?
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Agreus Group: Key considerations for emerging Family Offices

Friendshoring – Is local really ‘local’?

Speculation is the Mother of all Evil
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Finding Focus in Volatility

This isn't 2008
