Managing Partner

• Aug 2020 - Present

► EW Wealth - Who We Are ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ We are an expert, tight-knit team with decades of experience. We came together following extensive wealth management careers and a unanimous drive to always serve our clients with excellence. We offer a truly bespoke investment and advisory service. We do this by eliminating corporate complexity and unrequired investment parties. ► Our Service Offering: ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ► Investment Management ► Strategic Advice ► Financial Planning ► Investment Banking Partnerships, deals, transactions, and capital raises ► What Makes Us Unique: ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ At Emanuel Whybourne we understand that your focus is to provide for your family and you don’t always have the time or resources to manage your future wealth. We work to create and preserve your wealth so that you don’t have that worry, focusing on what truly matters to each family and comprehensively plan to each individual family’s strategy to realise their ambitions. We help make a genuine difference to your family’s future security. ► We Strive to Help You in the Following Key Areas: ▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬ ► Investment management Including investment proposal, investment implementation, ongoing monitoring and investment review. ► Strategic advice and financial planning We get to know you at a personal level to ensure your assets, liabilities, cash flows and structures are sound. We provide direction on complex issues such as superannuation and retirement planning, and succession and estate planning. ► Investment banking partnerships and deals, transactions and capital raises We deal directly with both Australian and global Investment banking, private equity and venture capital firms to source direct alternative asset solutions. ► Interested to know more? ▬▬▬▬▬▬▬▬▬▬▬▬ Call: ✆ 0422 411 579 (Mobile) Email: ✉ Tim@ewwealth.com.au Visit: ☛ www.Ewwealth.com.au

Vice President - Financial Advisor

• Jan 2018 - Aug 2020

Financial Advisor

• Aug 2015 - Aug 2020

Associate Investment Adviser

• Oct 2012 - Aug 2015

Financial Adviser Assistant

• Nov 2010 - Oct 2012

With more than 140 years of experience advising High Net Worth and Ultra High Net worth clients, our global wealth management business provides a comprehensive range of products and services individually tailored for wealthy clients around the world.With UBS, you benefit from investment advice and financial planning solutions tailored to your personal requirements, priorities and country-specific circumstances. Your dedicated professional financial adviser uses a proactive and systematic approach to help you select from a wide range of services, and keeps careful track of your portfolio. With access through UBS to the globe's leading money managers and financial planners, you can be confident you're getting the best financial advice available worldwide to maximize the return on your investments.

CFD & Equity Investments & Sales

• Aug 2009 - Nov 2010

FP Markets (FPM) is an award-winning company that has earned a stellar reputation for providing Contracts for Difference (CFDs), one of the most popular financial trading instruments in Australia, through Direct Market Access. An Australian-owned company, FPM was created by seasoned industry professionals with extensive experience in the field and who share a commitment to servicing a broad range of clients, from part-time traders to professionals and institutions. As a global leader for DMA CFDs, we use our combined depth of experience to understand the needs of our clients and provide exceptional service matched with the best products available. Since commencing trading in 2005, we have become a major player in the CFD market through our Direct Markets Access (DMA) pricing model, great commission rates, exceptional trading platform and outstanding client service. We were responsible for making Direct Market Access CFDs easily available to retail and professional clients at competitive commission rates in Australia. In Australia, FPM is one of the most awarded companies in the industry, winning awards from Smart Investor, Investment Trends, Money Magazine, and The Bull and a 5 star rating from CANSTAR CANNEX.

Client Service Operator (Commsec)

• Jan 2009 - Aug 2009

Commsec is Australias leading online retail stock broker. Commsec is Australias leading online retail stock broker.

Office Assistant

• Jun 2005 - Feb 2008

Maintaining client databases Analysing and creating reports for market research Researching markets and options for client presentations Maintaining DotNetNuke (DNN) websites - researching and updating copy Manipulating financial data in Excel Attending client meetings and training sessions. Maintaining client databases Analysing and creating reports for market research Researching markets and options for client presentations Maintaining DotNetNuke (DNN) websites - researching and updating copy Manipulating financial data in Excel Attending client meetings and training sessions.