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Tim Whybourne - Managing Partner Emanuel Whybourne & Loehr

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Manage episode 409432707 series 3558240
内容由Michael Bromley and Beyond Billables提供。所有播客内容(包括剧集、图形和播客描述)均由 Michael Bromley and Beyond Billables 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

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.

  continue reading

100集单集

Artwork
icon分享
 
Manage episode 409432707 series 3558240
内容由Michael Bromley and Beyond Billables提供。所有播客内容(包括剧集、图形和播客描述)均由 Michael Bromley and Beyond Billables 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

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.

  continue reading

100集单集

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