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

Managing Director

Sam Stevenson

General Manager

Jarred Henry

Financial Planner

Sam Dunbabin

Financial Planner

Bill Bux

Financial Planner

Suzana Mesic

Financial Planner

Tim O’Toole

Certified Mortgage Adviser

Advice Development

Bec Reynolds

Head of Advice Development

Alex Trinchera

Associate Advisor

Liam Kearney

Associate Advisor

Support Staff

Jayne O’Brien

Head of Administration

Kristin Pywell

Corporate Super Administration Assistant

Elise Cooney

Administration Assistant

Edwina Parker

Administration Assistant

Taylah Giuffre

Administration Assistant

Liarna Green

Administration Assistant

Tom Walker

Administration Assistant

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

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Get Started

Come and chat with us about how we can help.

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