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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

5 Star Complex, 158 Gordon Street 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

Chief Operating Officer 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

Louis Matheson

Adviser Support Manager

Gary Lane

Systems and Workflow Manager

Sharna Warren

Operations Analyst

Theresa Holani

Operations Coordinator

Jackie Munday

Wealth Protection Team Leader

Mat Brown

Wealth Protection Specialist

Danielle Deutscher

Adviser Support

Paul Mercer

Adviser Support

Kellie Seymour

Adviser Support & Aged Care Specialist

Lisa Duggan