{"id":80653,"date":"2025-12-18T14:33:21","date_gmt":"2025-12-18T03:33:21","guid":{"rendered":"https:\/\/riskinfo.com.au\/news\/?p=80653"},"modified":"2026-01-14T14:36:03","modified_gmt":"2026-01-14T03:36:03","slug":"coastline-advice-edge-advisory-partners-join-forces","status":"publish","type":"post","link":"https:\/\/riskinfo.com.au\/news\/2025\/12\/18\/coastline-advice-edge-advisory-partners-join-forces\/","title":{"rendered":"Coastline Advice, Edge Advisory Partners Join Forces"},"content":{"rendered":"<p>Coastline Advice and Edge Advisory Partners are joining forces to create a multi-disciplinary advice business with more than 45 team members, 1,500 clients, and $10m in annual revenue.<\/p>\n<p>The combined entity, which will be branded Coastline Advice, is backed by advice platform AZ NGA, a significant shareholder in both businesses.<\/p>\n<p>Coastline Advice will provide strategic financial advice across superannuation, retirement planning, personal insurance and mortgage broking, and will also specialise in corporate super.<\/p>\n<figure id=\"attachment_49570\" aria-describedby=\"caption-attachment-49570\" style=\"width: 150px\" class=\"wp-caption alignright\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-49570\" src=\"https:\/\/riskinfo.com.au\/news\/files\/2020\/04\/Chesne-Stafford-e1586827453506.jpeg\" alt=\"\" width=\"150\" height=\"180\" srcset=\"https:\/\/riskinfo.com.au\/news\/files\/2020\/04\/Chesne-Stafford-e1586827453506.jpeg 341w, https:\/\/riskinfo.com.au\/news\/files\/2020\/04\/Chesne-Stafford-e1586827453506-250x300.jpeg 250w\" sizes=\"auto, (max-width: 150px) 100vw, 150px\" \/><figcaption id=\"caption-attachment-49570\" class=\"wp-caption-text\">Chesne Stafford<\/figcaption><\/figure>\n<p><strong>Chesne Stafford<\/strong>, AZ NGA Executive GM, said the merger forms part of broader plans to build a scaled advice business in regional Victoria and New South Wales, while providing a platform for other advisers seeking succession and business growth solutions.<\/p>\n<p>AZ NGA initially acquired a minority interest in Edge Advisory Partners, led by MD and financial adviser <strong>Shaun McWilliam<\/strong>, through its 2024 acquisition of AMP\u2019s Equity Portfolio.<\/p>\n<p>It subsequently increased its shareholding in Edge Advisory Partners and entered into a strategic partnership with Coastline Advice, led by Director and financial adviser <strong>Darryn Jacobs<\/strong>.<\/p>\n<p>The combined entity will be led by Jacobs as CEO.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Coastline Advice and Edge Advisory Partners are joining forces to create a multi-disciplinary advice business with more than 45 team members, 1,500 clients, and $10m in annual revenue. The combined entity, which will be branded Coastline Advice, is backed by advice platform AZ NGA, a significant shareholder in both businesses. Coastline Advice will provide strategic [&hellip;]<\/p>\n","protected":false},"author":23,"featured_media":80655,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[249,48],"tags":[],"class_list":{"0":"post-80653","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-appointments","8":"category-company-news"},"_links":{"self":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/posts\/80653","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/users\/23"}],"replies":[{"embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/comments?post=80653"}],"version-history":[{"count":0,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/posts\/80653\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/media\/80655"}],"wp:attachment":[{"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/media?parent=80653"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/categories?post=80653"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/riskinfo.com.au\/news\/wp-json\/wp\/v2\/tags?post=80653"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}