About us

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

Shaun McWilliam

Director and Principal Planner

Sam Stevenson

Practice Development & Compliance Manager

Jarred Henry

Financial Planner

Tim O’Toole

Certified Mortgage Adviser

Sam Dunbabin

Financial Planner

Bill Bux

Financial Planner

Support Staff

Alex Trinchera

Associate Advisor

Belinda Price

Associate Advisor

Kristin Pywell

Corporate Super Administration Assistant

Jayne O’Brien

Client Service Manager

Support Staff

Elise Cooney

Team Leader
Client Services

Edwina Parker

Administration Assistant

Emma Norbury

Lending Assistant

For more information about us, including areas we specialise in, please download our Financial Service and Credit Guide/ Financial Service Guide

Download now

Get Started

Come and chat with us about how we can help.

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