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.
Daniel Brown
Daniel is the CEO of Coastal Advice Group. With 20 years of providing Financial Advice, Daniel’s expertise in the industry is second-to-none. Daniel established his first office in Newcastle in…
Mitch Ramsbotham
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…
Nicole Munday
As Business Manager and Partner 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…
Tom Momsen
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…
Matthew Simpson-Foster
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…
Janelle Kirk
Senior Financial Adviser Janelle Kirk is clearly passionate about supporting people to realise their financial goals. With 52 years in the finance industry, including over two decades in the banking…
Rosie Copp
Award-winning Financial Adviser Rosie Copp takes great joy in getting to know her clients (especially multiple generations of one family), understanding their goals and passions, then working collaboratively to implement…
Kristy Coulin
Few people have been as big a part of our story than Maitland-born Kristy Coulin. A former Client Service and Office Manager turned Financial Adviser; Kristy has been a part…
Jesse Field
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…
Jacob LoCascio
Jacob LoCascio has worked in the Financial Advice industry for over 11 years. As a seasoned Financial Adviser, he is passionate about helping everyday Australians access high-quality advice. His favourite…
Murray Wynne
With over 35 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…
Louis Matheson
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…
Adam Metcalfe
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.…
Mel Worthing
Beginning her career in Financial Advice 17 years ago, Mel started as an Administration Assistant and progressed to Adviser Support with the goal of becoming a fully qualified Financial Adviser…
Ben Peters
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…
Jackie Munday
Jackie Munday is one of our dedicated Wealth Protection Specialists with 15 years of experience in the industry. Her broad range of knowledge, great people skills, and keenness to keep…
Nicole Cowling
With a passion for educating people in financial literacy and always giving 110% to tasks, Nicole is an asset to our Adviser Support team. Nicole, who has exceptional communication skills…
Hannah Downes
Meet Hannah, our dedicated Financial Adviser Support with a passion for helping clients achieve their financial goals. With a Bachelor's Degree in Commerce, majoring in Financial Planning, and a remarkable…
Sonya Munro
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…
Sharna Warren
Sharna is the exceedingly organised Operations Analyst at Coastal Advice Group. With a passion to improve business processes and efficiency, Sharna enjoys supporting the team to continuously enhance our services,…
Theresa Holani
As the Operations Coordinator based at our Central Coast office, Theresa ensures our clients are kept up to date on their financial reviews with their adviser. Theresa creates an incredibly…
Gary Lane
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…
Nadine MacPhail
Nadine is the friendly and organised Receptionist based in our Newcastle office. With a welcoming smile and “can do” attitude, Nadine is a fantastic asset to our team. Her dedication…
Elsa Fischer
Elsa is our highly motivated and dedicated Receptionist based at the Central Coast office. She is committed to ensuring a positive and efficient experience for everyone she interacts with. With…