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.


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

Venture Capital as an Alternative Investment

Don’t be your own worst enemy

Are we there yet?

Major General (Retd) Fergus (Gus) McLachlan AO

Don’t Jump Off the Rollercoaster!

The Fallacy of Forecasts

Powerwrap signs wealth boutique

It's good to feel uncomfortable

Smile like you mean it

Making the Right Investments with the Right Financial Adviser

Ex-Morgan Stanley Wealth advisers set up new shop

The sugar high

Game Plan: Inflation – A body shot or a knockout?

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

Selling a Business the Right Way
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Agreus Group: Key considerations for emerging Family Offices

Has the Private Credit ship sailed?

Speculation is the Mother of all Evil
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Finding Focus in Volatility

This isn't 2008
