Edge Advisory Partners merge with Coastline Advice in an exciting move 20 years in the making.
With decades of experience, shared values, and friendship, Coastline Advice founder Darryn Jacobs and Edge Advisory Partners founder Shaun McWilliam have always trusted each other’s advice and perspective. So, after years of shared ideas, referrals, and growth, joining forces under the Coastline Advice banner felt like a natural next step, bringing together a full range of financial services to better support our clients.
It’s a move that just makes sense.
Grassroots growth
Both businesses have grown from the ground up with strong community roots. Founded in 2002, Coastline Advice has expanded from Anglesea to offices in Torquay, Anglesea, Barwon Heads, and Wonthaggi, becoming one of the region’s leading financial advice and mortgage broking firms. In a similar way, Shaun launched Edge Advisory Partners in 2017 after a decade as a director of a large Geelong firm, quickly growing into a respected business with offices in Geelong, Ballarat, Merimbula, Shepparton, and Werribee.
Together, we’re proud to bring over 50 years of combined experience to clients across regional Victoria and New South Wales, offering trusted, award-winning advice with a personal touch.
Grounded in community
Edge and Coastline have always lived and breathed community at the core of why we exist. We don’t simply put our name on things; we stand shoulder to shoulder with our local communities, coaching local sporting teams, caring for our environment, and living the same lifestyle values we advocate for our clients.
More services, more expertise, and more benefits
Bringing together teams with such broad and complimentary skillsets under the Coastline Advice banner means you can access the full spectrum of financial planning services and advice all from the same firm.
From mortgage broking, financial literacy workshops, and corporate education seminars to family wealth management and retirement planning, everything you need is now in one accessible place.
One team, one philosophy
Our teams are joining together under one shared philosophy: to always look after our clients. Our clients are our community, and we feel privileged in the trust you continue to place in us with your financial futures as Coastline Advice grows along with you.