About us

Penny Collicoat

Director / Adviser

Email Penny

Penny joined Edge Financial Planning in July 2012. She studied a Bachelor of Commerce, majoring in Marketing and Economics from the University of Melbourne and has since completed a post graduate degree in Finance and a Diploma of Financial Planning. Penny previously worked at various stockbroking firms including Merrill Lynch, Bell Potter Securities, Macquarie Bank and most recently was General Manager at JM Financial Group Ltd. Penny is a member of the AFA and received Advisor of the Year for Apogee Licensee in 2018

Leigh Stafford

Founder 

Leigh has operated in private practice since 2005 and founded Edge Financial Planning in 2010. After studying towards a Bachelor of Commerce at Monash University he gained experience at Silvan Ridge. In 2000, he left to work at the Commonwealth Bank and by the time he left in 2005, he was managing more than thirty financial planners. Leigh continues to service the long term relationships he established with his many founding clients.

Melinda Thomson

Practice Manager

Melinda brings an impressive combination of experience and education  in finance. She has previously completed a Bachelor of Commerce from the University of Melbourne and a Graduate Diploma of Applied Finance and Investment (FINSIA). She has previously worked at stockbrokers BBY Ltd, JM Financial Group and Morgans Financial Limited. Melinda has an amazing attention to detail and loves to build client relationships. Her devotion and commitment is an inspiration to us all.

Jenny Gao

Research Manager

Jenny started at Edge FP in April 2011. She migrated to Australia in 2004 to complete her VCE. She then went on to study her Masters of Actuarial Studies at Macquarie University in 2009. Once Jenny graduated, she worked as an intern at Harvest Fund in China before returning to Australia where she worked at JR Duty Free before joining Edge FP. Jenny loves watching the tennis and her favourite player is Roger Federer.

KATRINA TRINIDAD

Administration

 

Katrina graduated from the University of the Assumption with a diploma of Bachelor of Science in Business Administration major in Financial Management Accounting.

Katrina has been working in the banking and finance industry since 2014 and loves spending time with her beautiful daughter Chloe.