Who we are
We are a financial planning business based in Newtown.
We are passionate about helping businesses and individuals achieve their financial and lifestyle goals. Our aim is to build long-term partnerships with our clients and assist them in building, protecting and managing their wealth and lifestyle for them and their families.
So, whether you are approaching retirement, starting a business, changing careers or moving from two incomes to one, we can help you:
- choose appropriate investment strategies
- plan for your retirement
- protect you and your family
- make the most of your superannuation
- budgeting & managing your money
Meet our team
Advanced Diploma Financial Services (Financial Planning)
Shaun established Edge with the mission to provide clients in Geelong and surrounding Surf Coast, a simple and professional approach to financial planning. Shaun has recently rebranded his business to Edge Advisory Partners and looks forward to delivering the same high quality, professional service his clients are accustomed to.
Shaun and his team are specialists in corporate superannuation. Shaun has personally been providing financial advice to his corporate superannuation clients for over 20 years.
Edge Advisory Partners corporate superannuation clients include some of Australia’s most recognised brands spreading across retail, consumer goods, engineering and sporting industries. The dedicated corporate service team provide our clients with a seamless end-to-end process of service delivery.
Extensive experience working with corporate superannuation funds has provided Shaun and the team significant insight to enable us to ensure all clients and their employees receive financial advice that is suited to their individual needs.
Sam has been a Financial Planner since 2002 with experience in both retail banking and private client advising before joining the team at Edge in 2012 as a Practice Manager. Sam looks after the Advice Development and Client Service Team ensuring our clients receive the highest quality advice.
She is a member of the AMP Financial Planners Association.
Sam holds a Diploma of Financial Planning and a Graduate Certificate in Financial Planning from Deakin University and is currently completing her Masters of Financial Planning also through Deakin.
Sam enjoys spending time with her son in her spare time.
Jarred has been a Financial Planner since 2014 and joined Edge Advisory Partners in 2019.
He is a member of the AMP Financial Planning Association and the Financial Planning Association of Australia.
Jarred has a Bachelor’s degree in Commerce majoring in Finance and Financial Planning from Deakin University.
When not at work Jarred enjoys travelling and seeing the great outdoors.
Having built a career in the Financial Advice profession since 2001, Sam joined Edge in 2019 to continue the journey of bringing exceptional service and care to clients. Sams passion, is to help our clients move ever closer to the life they wish, through educated, considered and careful financial decisions.
Sam has a Bachelor of Commerce, Advanced Diploma of Financial Services, and is a member of the AMP Financial Planners Association and the Tax Practitioner Board.
When not working, Sam will be found running, or helping his wife Kelly run around after their two rock star children Patrick and Kaitlyn.
Bill has worked as a Financial Planner since 2007 and has been working in financial services for almost 20 years.
Bill holds a CFP and also a Master of Business Administration (MBA) from University of Newcastle.
In his spare time Bill enjoys playing club cricket during summer and the weekends are spent with his family. Bill is busy navigating his time between his daughters swimming and gymnastics training and his sons basketball events.
Suzy has worked as a financial advisor since 2008 and joined Edge in 2020.
Suzy holds a Diploma and Advanced Diploma in Financial Planning.
In her spare time she loves to travel, go to the beach and spend as much time with her family as she can.
Certified Mortgage Adviser
Tim is a certified mortgage consultant with over 5 years of core lending experience in the financial services industry. Tim passion is to work with his clients find a better financial position today to ensure they achieve their lending goals for the future.
Tim has a diploma in Bachelor of applied science and is an accredited member of Finance Brokers of Australia.
Outside of work Tim enjoys spending time with his family, wife Tanya and his 3 little legends Addis, Poppy and Oliver.
Head of Advice Development
Bec has been involved in the financial planning industry in various roles since 2001 and completed her CFP studies in 2010. Bec joined the team at Edge in 2012 as a Paraplanner before moving into an Advice Development role in 2019.
In her spare time Bec enjoys spending time with her family and being active outdoors.
Alex joined the Edge team in 2019 and has been working in the financial planning industry since 2016. Alex completed his Bachelor of Commerce (Majoring in Financial Planning and Finance) from Deakin University and joined the industry with a passion for helping people.
When not at work, Alex enjoys socialising with friends and going on adventures.
Liam joined the Edge Team in 2020, Liam has completed his Bachelor of Commerce (Majoring in Financial Planning, Finance and Accounting) at Deakin University graduating in 2017. Liam entered Financial Planning with the aim of helping others and continues to do so.
In his spare time you'll find him down at the beach surfing.
Marcus joined the team in 2020 and has been working in the Financial Planning profession since 2016. Marcus completed his Bachelor of Commerce (Majoring in Financial Planning) at Deakin University in Geelong, graduating in 2020. Marcus joined the profession with a passion to simplify the complex topic of money for himself, his family & his friends.
Marcus is a local boy from Geelong and when not at work, he enjoys anything and everything to do with health & fitness. He loves playing sport with his favourites being basketball & golf.
Head of Administration
Jayne has worked in the Financial Planning industry since 1999 working in various administrative roles. She joined the team at Edge in 2017 as the Client Services Manager. Jayne provides administrative support to all our Financial Planners and is responsible for overseeing the day to day administration tasks of our practice. In her spare time Jayne enjoys travelling and spending time with her family.
Corporate Super Administration Assistant
Kristin joined the Corporate Super team at Edge in 2014, after working 13 years in retail management. She enjoys working closely with the planners to deliver superior service to our many corporate super members.
Kristin is a passionate photographer and enjoys traveling with her family. Kristin is actively involved in Geelong’s art community.
Elise began working in Financial Planning Administration in 2012, and has since worked for various Financial Planning firms in Geelong whilst completing her study. Having worked temporarily for Edge in 2013, she was thrilled to return to the team in 2018.
In her spare time Elise enjoys volunteering in community theatre in Geelong and Melbourne.
Edwina has recently completed a Bachelor of Commerce majoring in Financial Planning from Deakin University.
Edwina has a passion for interior design and enjoys travelling.
Liarna grew up in Shepparton and moved to Geelong after completing secondary school. She has worked in the financial planning industry for the past 8 years. If she isn’t spending time with her family, she’ll be relaxing with a good novel.
Rachel began working in Financial Planning after working many years in the retail sector. She has worked in various Financial Planning firms in Geelong and joined the team at Edge in 2020.
In her spare time, Rachel enjoys spending time with friends and family.
Tom joined the Edge team in 2020 and is currently completing his Bachelor of Commerce (Majoring in Financial Planning) at Deakin.
Taylah completed a Bachelor of Commerce majoring in Financial Planning and Finance from Deakin University in 2018.
Outside work, you will find Taylah at a café or one of the beautiful beaches around Geelong and the surf coast.