Shaun McWilliam

Managing Director/ Financial Adviser

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 Dunbabin

Senior Financial Planner

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 Bux

Financial Planner

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.

Marcus Larcombe

Financial Planner

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.

Tim O’Toole

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.

Grant Maze

Senior Financial Planner

Ed Wszola

Senior Financial Planner

Jarred Henry

Financial Planner

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.

Suzana Mesic

Financial Planner

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.