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.


Keep Your Eyes on the Finish Line

Don’t Jump Off the Rollercoaster!

Investing in Super vs Outside of Super

Venture Capital as an Alternative Investment

Major General (Retd) Fergus (Gus) McLachlan AO

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

Dove or Hawk? I don’t really care

The fallacy of chasing income

Smile like you mean it

It's good to feel uncomfortable

Morgan Stanley duo establishes advice boutique

Global Investment Opportunities in 2022

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

Lessons of Legacy – how to flourish as a family.

The Power of Diversification

Friendshoring – Is local really ‘local’?

Has the Private Credit ship sailed?

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

This isn't 2008
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