Financial Advisors in Victoria & NSW

Shaun McWilliam

Managing Director / Senior Financial Planner

Shaun started as a Financial Planner in 1997, and after being one of the Directors in a large firm in Geelong for 10 years, decided to start his own firm in 2017, Edge Advisory Partners. Shaun established Edge with the mission to provide clients a simple and professional approach to financial planning.

Shaun has a history in Corporate Superannuation looking after companies such as Cotton On Clothing, Godfrey Hirst Carpets, and running seminars and servicing employees of Bega Cheese.

In 2020, Edge Advisory Partners, Lifestyle Financial Advisers and Keyplay Financial Services amalgamated. This allowed for three businesses to come together whilst continuing to provide services to clients locally.

Edge Advisory partners operates across Geelong, Werribee, Ballarat, Shepparton, Echuca in Victoria, and in the Bega Valley Shire in New South Wales.

Shaun is married to Micah, and they have three boys, Joel, Sam and Josh. Weekends are spent at his local football club where he is President, as well as running the kids around to their own sporting events where Shaun and Micah remain involved.