MEET OUR TEAM

We're the team partnering with you

making smart money choices

Edge Advisory Partners is a financial planning business serving regional Victoria and New South Wales. We have offices in Geelong, Ballarat, Merimbula, Shepparton and Werribee. Our team of financial advisors, associates and client services officers are passionate about helping individuals and couples to achieve their financial and lifestyle goals. 

In 2020, Lifestyle Financial Advisers in Merimbula and Keyplay Financial Services in Ballarat formally became part of the Edge Advisory Partners group. Edge Advisory Partners are a proud regional practice with a focus on providing quality advice and financial services that underpin long-term trusted relationships with our clients.

Our Locations

Edge Advisory Partners supports clients in Geelong, Ballarat, Shepparton Goulburn Valley, Werribee  and Merimbula.
You can also connect with us online. Enquire today to get started.

TESTIMONIALS

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