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THE COASTAL ADVICE GROUP TEAM

We have an experienced and dedicated team working at Coastal Advice Group, with nearly 300 years combined experience shared amongst our Financial Advisers.

Meeting with a financial planner is the first step to focusing on and understanding your financial situation, enabling you to start setting some goals to live the life you want.

Ideally, we will arrange for you to meet with an Adviser who has similar passions, experience and expertise in the areas of advice you require support in. The benefit of this approach is you can build a trusted relationship with your Advice team and this will support you over time to achieve all of your financial and lifestyle goals.

Meet the Coastal Advice Group Team - Financial Advisers

Daniel Brown

CEO + Partner
Financial Adviser, Management

Daniel is the CEO of Coastal Advice Group. With 20 years in the financial planning industry, currently owning and operating five financial planning businesses on the NSW east coast, Daniel’s…

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Meet the Coastal Advice Group Team - Financial Advisers

Mitch Ramsbothan

Group General Manager
Management

As Group General Manager at Coastal Advice Group, Mitch is passionate and experienced in developing business goals, strategies and processes to deliver the best client outcomes. With over 15 years…

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Meet the Coastal Advice Group Team - Financial Advisers

Nicole Munday

Business Manager

As Business Manager at Coastal Advice Group, Nicole’s goal is to maintain successful and efficient operations of the entire business, including the advice processes and team. Nicole is highly knowledgeable…

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Meet the Coastal Advice Group Team - Financial Advisers

Tom Momsen

Partner and Head of Advice
Financial Adviser, Management

Coastal Advice Group’s Head of Advice, Tom Momsen, is passionate about helping people organise their finances and secure a stress-free future for themselves and their families. Tom's approachable and friendly…

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Meet the Coastal Advice Group Team - Financial Advisers

Matthew Simpson-Foster

Partner + Senior Financial Adviser

A long-standing passion to help others realise their financial goals drives Matthew’s mission at Coastal Advice Group. “Seeing clients start to achieve their financial independence inspires me,” he says. “It…

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Meet the Coastal Advice Group Team - Financial Advisers

Rosie Copp

Financial Adviser and Accredited Aged Care Specialist
Financial Adviser

Numbers have always held a place in the heart of Coastal Advice Group’s Rosie Copp. “I used to go with my Dad to the accountant every year,” she recalls. “And…

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Meet the Coastal Advice Group Team - Financial Advisers

Kristy Coulin

Financial Adviser

Few people have been as big a part of the Newcastle Financial Planning Group story than Maitland-born Kristy Coulin. A former Client Service and Office Manager turned Financial Adviser, Kristy…

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Meet the Coastal Advice Group Team - Financial Advisers

Jon Dickson

Financial Adviser

With 14 years in the finance industry, Jon is an incredibly knowledgeable and experienced financial adviser at Coastal Advice Group. Jon’s extensive practice experience is backed by a plethora of…

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Meet the Coastal Advice Group Team - Financial Advisers

Jesse Field

Associate Adviser

Jesse entered the financial services industry at the age of 24 with one goal: to bring more value to more people. After spending some of his career in wealth management…

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Meet the Coastal Advice Group Team - Financial Advisers

Anthony Fowler

Financial Adviser

Anthony has held roles in the financial services industry since 2002 and his passion for the industry continues in his current role as Financial Adviser. With previous experience in equities…

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Meet the Coastal Advice Group Team - Financial Advisers

Janelle Kirk

Senior Financial Adviser

Newcastle Financial Planning Group’s Senior Financial Adviser Janelle Kirk is clearly passionate about supporting people to realise their financial goals. With more than 44 years in the finance industry, including…

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Meet the Coastal Advice Group Team - Financial Advisers

Jacob LoCascio

Financial Adviser
Financial Adviser

Jacob LoCascio has worked in the Financial Advice industry for over 10 years. As a seasoned Financial Adviser, he is passionate about helping everyday Australians access high-quality advice. His favourite…

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Meet the Coastal Advice Group Team - Financial Advisers

Peter Oriel

Financial Adviser

Peter has been in the Financial Planning industry for 40 years and has had the benefit of working through a vast range of economic cycles, legislative changes, and client circumstances. …

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Meet the Coastal Advice Group Team - Financial Advisers

Bree Phillips

Financial Adviser

As Financial Adviser at Coastal Advice Group (NFPG), Bree is passionate about helping others secure the lifestyle they want and to achieve their dreams – especially dreams they didn’t think…

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Meet the Coastal Advice Group Team - Financial Advisers

Murray Wynne

Wealth Protection Specialist

With over 30 years of experience in the life insurance industry, Murray is an incredibly experienced and knowledgeable financial adviser. As Risk Specialist at Coastal Advice Group, Murray assists clients…

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Meet the Coastal Advice Group Team - Financial Advisers

Louis Matheson

Associate Financial Adviser

With valuable experience in paraplanning, statistics, and strategical taxation planning, Louis brings a wealth of financial knowledge and a unique perspective to the financial planning space. Louis has a Bachelor’s…

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Meet the Coastal Advice Group Team - Financial Advisers

Adam Metcalfe

Associate Support

With extensive education in Finance and Commerce, as well as experience in paraplanning, Adam excels in his role of Adviser Support at Coastal Advice Group.  For Adam, his approach is truly client-focused.…

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Meet the Coastal Advice Group Team - Financial Advisers

Sonya Munro

Adviser Support

With over 30 years of experience in the financial planning industry, Sonya has developed a great depth of knowledge and skills which help her in her role as CAG’s Adviser…

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Meet the Coastal Advice Group Team - Financial Advisers

Ben Peters

Junior Adviser Support

As a flexible and creative team player, Ben focuses on delivering high-quality support to the financial advisers at the Coastal Advice Group.   Currently, he is completing a degree in Bachelor…

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Meet the Coastal Advice Group Team - Financial Advisers

Gary Lane

Adviser Support

With over 20 years of experience in the financial service industry, from international banks to financial advice licensees, Gary is backed by significant experience and know-how. As Adviser Support, Gary…

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Meet the Coastal Advice Group Team - Financial Advisers

Theresa Holani

Receptionist

As the Receptionist based at our Central Coast office CCFPG, Theresa helps every client to enjoy the best possible client experience. Theresa creates an incredibly vibrant and comfortable atmosphere in…

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Meet the Coastal Advice Group Team - Financial Advisers

Sharna Warren

Advice Team Coordinator

Sharna is the exceedingly organised Executive Assistant at Coastal Advice Group With a passion to improve business processes and efficiency, Sharna enjoys supporting the team to continuously enhance our services,…

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Meet the Coastal Advice Group Team - Financial Advisers

Hopu Brown

Executive Assistant

Hopu is the confident and amiable Executive Assistant at Coastal Advice Group. She is excellent at quickly adapting to the ever-changing demands of the business, helping the management team promptly…

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