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Port Macquarie’s Leading Financial Advisers and Planners

Experience unparalleled ease in managing your financial affairs with Compass Advice Port Macquarie. Our customised services are meticulously tailored around your unique financial and lifestyle aspirations, ensuring optimal outcomes that resonate with your goals.

Working Hours

Monday – Friday: 9:00am – 5:00pm

Saturday – Sunday: Closed

Office Address

Shop 3-4 158 Gordon St,

Port Macquarie NSW 2444

Financial Advice Services available in Port Macquarie

Superannuation Advice

Retirement Planning

Investment Advice and Wealth Management

Insurance Advice

Aged Care Advice

Meet the Port Macquarie team

Daniel Brown

Executive Director and Principal

Mitch Ramsbotham

Head of Growth and Strategy and Principal

Nicole Munday

Executive Business Manager and Principal

Robert de Lepervanche

Senior Financial Adviser and Principal

Robert Reid

Senior Financial Adviser and Principal

Murray Wynne

Wealth Protection Adviser

Ben Dawson

Culture and Wellbeing Coordinator

Sarah Moylan

Executive Team Coordinator

Jeanette McShane

National Compliance Manager and WA Manager

Louis Matheson

Workflow & Advice Integration Manager

Melissa Smeaton

Accounts Assistant

Deborah Green

Finance and Payroll Manager

Gary Lane

Systems and Workflow Manager

Stacey Jones

Branding and Marketing Manager

Heidi Limond

Client Engagement Manager

Bridget Sarks

Marketing Executive

Julie Brown

Branding and PR coordinator

Theresa Holani

Operations Coordinator

Jackie Munday

Wealth Protection Team Leader

Mat Brown

Wealth Protection Specialist

Danielle Deutscher

Adviser Support

Kellie Seymour

Adviser Support & Aged Care Specialist

Vansh Ranka

Data Analyst

Melissa O’Reilly

Operations Coordinator

Elsa Fischer

Reception Team Leader

Lisa Duggan

Receptionist