Feb 26, 2024
On the show this week, we welcome Tim Whybourne, Managing Partner at Emanuel, Whybourne and Loehr, an investment advisory firm with offices in Sydney and Brisbane.
EW&L have also been an ongoing Beyond Billables client for the last eighteen months.
On the show we discussed Tim's career, how he and the team have grown EW&L, and the challenges all professional services firms face. We also discussed markets broadly and Tim's strategy
Tim has more than 15 years’ experience at the sharp end of financial services and planning. His experience has been garnered from more than a decade in financial services including CommSec, FP Markets, UBS Wealth, and Morgan Stanley.
Aside from investments, we also discuss building strong client relationships, and tailoring to high net-worth clients.
Obviously, nothing discussed in the show should be taken as financial advice at all and all discussions were general in nature.