Victoria Perani

Client Services Associate

Victoria Perani

Bachelor of Commerce (Finance & Accounting)

Victoria Perani has joined Emanuel Whybourne & Loehr after gaining valuable experience at Ord Minnett Ltd (previously E.L. & C. Baillieu Ltd). During her tenure, she managed account administration for a team of financial advisers, developed equity analysis tools, and prepared marketing materials for new business initiatives. Victoria’s dedication to fostering strong client relationships ensured a high standard of service.

Demonstrating exceptional communication skills and a keen eye for detail, Victoria will assist from a client and operational perspective. She is currently studying for the Chartered Financial Analyst (CFA) qualification, which further enhances her expertise in investment management and financial analysis. Victoria will be responsible for supporting the firm, acting as the operational expert in terms of onboarding clients and providing an exceptional experience and introduction to our firm.

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Victoria 's Insights

Back to the future

The rate of change has accelerated, and we are in the midst of a digital revolution. A revolution that will have profound impacts

Investing in Super vs Outside of Super

We recently had our 2022 planning session at our offices where we sat down and spoke about the year that was and our plans for 202

Major General (Retd) Fergus (Gus) McLachlan AO

On this week's show we had the great privilege of sitting down with Major General (Retd) Fergus (Gus) McLachlan AO.

Don’t be your own worst enemy

“The investors chief problem, and even his worst enemy, is likely to be himself”. – Benjamin Graham

Is it time to engage a financial planner?

My wife and I have two boys, a 3 and a 4-year-old. I always find it fascinating to think about the impact we are having…

Are we there yet?

“The investors chief problem, and even his worst enemy, is likely to be himself”. – Benjamin Graham

Victoria 's Insights

Morgan Stanley duo establishes advice boutique

Two former Morgan Stanley financial advisers have started a new private wealth firm focused on HNW and UHNW clients.

Risk and Return: How to Determine Your Investment Risk Profile

There are various types of risks to be managed in relation to investments.

Smile like you mean it

What a year 2020 was. It was the worst global pandemic since the Spanish flu 102 years ago and will no doubt make up an intere…

In investing, what is comfortable is rarely profitable

I think this is so true in everything we do in life. Most things worth doing in life are not easy, ask…

Global Investment Opportunities in 2022

We live in a really beautiful country and have a very lucky economy. I, for one, consider myself extremely fortunate to be able to

Dove or Hawk? I don’t really care

As the year 2022 played out, every asset class fell in value. Significantly. I emphasise ‘every’ asset – as this is a...

Victoria 's Insights

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

There are numerous parallels that could be drawn between the 70’s and now, however some fundamental factors are different.

The sugar high

We recently attended our godson’s 2nd birthday party. It was a superhero-themed party, with a Spiderman-dressed MC keeping the kid

Lessons of Legacy – how to flourish as a family.

For those who love a good series, ‘Succession’ is one of my personal favourites. Critics have called it the best series on TV, and

Agreus Group: Key considerations for emerging Family Offices

In this episode, Ryan Loehr, our Brisbane-based Partner, and Private Wealth Advisor speaks with the founders of AgreusIn this epis

Selling a Business the Right Way

I grew up in Sydney, in the Eastern Suburbs. My family was supported by my father, a builder, who worked incredibly hard his whole

Has the Private Credit ship sailed?

As rates escalated aggressively in 2022, so did the opportunity set for private credit. Liquidity tightened. Growth assets decline

Victoria 's Insights

Coming Soon

Victoria 's Insights

Speculation is the Mother of all Evil

Trying to trade this market is trying to predict the psychology of Donald Trump: erratic, attention-grabbing, and entirely .....

Finding Focus in Volatility

In this note, I will reflect on the market volatility of this week, the probability of a US recession, and what a recession means

This isn't 2008

Heightened volatility has been the cost of doing business with financial markets for the better part of 18 months.

Victoria 's Insights

Beyond the Noise: Positioning for Growth Amid Trump Tariffs and Recession Fears

Trump’s recent tariff announcements have sent shockwaves through the markets, with the S&P 500 and Nasdaq sliding....

Other Profiles

Mitchell Finnen

Associate Adviser

Ryan Loehr

PARTNER, PRIVATE WEALTH ADVISER

Tim Whybourne

Managing Partner

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Level 3, The Eminence,
89 McLachlan Street, Fortitude Valley
QLD 4006

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Emanuel Whybourne Pty Ltd (ACN 643 542 590) is a Corporate Authorised Representative of EWL Private Wealth Pty Ltd (ABN: 92 657 938 102/AFS Licence 540185)

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