Shaun McWilliam

Director and Principal Planner

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 Stevenson

Practice Development & Compliance Manager

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 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.

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.

Sam Dunbabin

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.

Alex Trinchera

Associate Advisor

Belinda Price

Associate Advisor

Belinda began her career in the Financial Planning industry in 2016, after completing a Commerce degree (majoring in Financial Planning and Marketing – Deakin, Burwood).

Belinda aims to begin her CFP within the next 2 years and become a Senior Financial Planner herself.

Kristin Pywell

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.

Jayne O’Brien

Client Service Manager

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.

Elise Cooney

Team Leader
Client Services

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 Parker

Administration Assistant

Edwina is currently studying toward her Bachelor of Commerce (Fin Plan) and assists our administration team in delivery high quality service to our clients.

Emma Norbury

Lending Assistant