We have a team of experienced and dedicated Financial Advisers working with Coastal Advice Group, with over 200 years combined experience.

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.

Our Team -

Daniel Brown

CEO and Senior Financial Adviser

Daniel is the CEO and a Senior Financial Adviser for Newcastle Financial Planning Group.

Daniel has been a qualified Financial Planner for over 16 years, owning and operating both boutique and large Financial Planning operations in the Newcastle and Central Coast areas.

Daniel engages with clients in all different phases of life; from those looking to build strong foundations for themselves and their family, those looking to create wealth and also those preparing for retirement. He is passionate about working with clients where the relationship is open and honest as this ensures can he provide clarity and focus on building their ideal future with no limitations!

Daniel now operates and coaches multiple businesses in Financial Planning, Mortgage Broking and Property Investment Advice as well as a Technology start-up business, Rotavi. He lives by the values of his business, and he’s known by his team for his passion, work ethic and commitment to his clients through providing the greatest opportunity for their financial future.

Across the Financial Planning businesses, we have the ambitious growth plan to be known as one of Australia’s leading providers of Financial Planning advice, helping our clients retire with financial peace of mind.

Daniel has worked hard to provide a great lifestyle for his family and enjoys being involved in all aspects of his children’s lives and also supporting his wife Julie to fulfil her own business dreams.

“We help people believe and achieve their ideal retirement, utilising proven financial planning advice strategies”.

Specialises in:

  • Superannuation
  • Self-Managed Super Funds
  • Insurance
  • Wealth Creation / Investment Advice
  • Property
  • Savings / Budgeting
  • Borrowing to Invest
  • Retirement Planning
  • SME's
Our Team -

Tom Momsen

Partner and Head of Advice

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 personality, make him a unique and exceptional financial planner.

Tom has completed a Bachelor of Commerce and Advanced Diploma of Financial Planning which allows him to share his expertise and knowledge with others. As Head of Advice, Tom will train and mentor all advisers to ensure every client – including his own – receive the highest quality advice and best experience possible.

For Tom, he is passionate about connecting with clients on both a professional and personal level. A truly personalised service is what allows Tom to achieve the best outcomes for his clients.

“A client-adviser relationship for me is one of the most important relationships many people will have. I truly enjoy working with, and genuinely care for, each of my clients who have become more like lifelong friends rather than clients.”

With 14 years of experience in the industry, Tom understands that trust is the key to success. “Building trust with my clients allows me to help them achieve their dreams. I enjoy being able to challenge my client’s perceptions of their future aspirations. Anything is possible; I look forward to helping more people enjoy a future without limitations.”

Specialises in:

  • Superannuation
  • Self-Managed Super Funds
  • Retirement Planning
  • Insurance
  • Wealth Creation / Investment Advice
  • Borrowing to Invest
  • Self-employed/SME’s
  • Estate Planning
Our Team -

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 and skilled in all areas of business, including human resources, operations, and practice management.

For Nicole, who is highly intelligent, approachable, and organised, a big appeal is the positive impact she can have on the lives of clients.

“I love that we are an organisation that makes a difference. I think the business stands for something that is really worthwhile to our clients and being part of that is such a great reason to come to work.”

Nicole brings to her role professionalism, attention to detail and exceptional problem-solving skills. With a systems-focused approach, Nicole is able to effectively manage the implementation of high-quality services for all clients.

“The team at Coastal Advice Group is incredibly experienced and dedicated. I am really passionate about continuing to build a team of great people who can feel part of something bigger than what they could achieve on their own.”

Our Team -

Mitch Ramsbotham

Group General Manager

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 working in the financial services industry – from financial adviser to strategy-based business development positions – Mitch has closely observed and contributed to the strategic operations of many successful national practices.

It is this depth of understanding, of not only the challenges but also the opportunities financial advisers face, that drives Mitch and enables him to identify the processes and approaches that lead to business success and growth.

As a champion of business excellence, Mitch is passionate about incorporating innovative strategies into CAG’s day-to-day practices. As a natural leader, Mitch helps the team at CAG to deliver on their day-to-day activities as well as the bigger picture – the business vision.

With determination, organisation, and a drive for results, Mitch is passionate about identifying new opportunities within the business including incorporating innovative technologies, enhancing the client experience, and streamlining advice processes.

At CAG, Mitch’s aim is to scale the business and expand across the nation in a way that allows more Australians to enjoy the life-changing benefits that quality financial advice has to offer.

Our Team -

Matthew Simpson-Foster

Senior Financial Adviser

A long-standing passion to help others realise their financial goals drives Matthew’s mission at NFPG. “Seeing clients start to achieve their financial independence inspires me,” he says. “It starts with listening, working to their agenda, not our own.”

Matthew’s easy-going personality is backed by significant experience, starting with corporate superannuation back in 2000. From there, Matt spent five years as pricing manager at one of Europe’s biggest hedge funds, and six years in super and insurance for some of Australia’s largest financial services providers.

The experience made Matthew aware of just how vulnerable a lot of people were when it came to their financial security. “I saw a lot of insurance claims where people hadn’t been given the right advice, and had cancelled their insurance,” he recalls. “It made me want to do more to help people build and protect their wealth.”

At the urging of long-time friend Daniel Brown, Matthew decided the time was right to leverage his broad experience and move into the financial planning space. NFPG was a natural fit. “We look at advice very differently to other outfits, and I think that’s one of our advantages,” says Matthew.

So regardless whether you’re a young couple looking to review your current arrangements for wealth creation, or someone seeking a pre-retirement boost to your super or savings, Matthew and the NFPG team have the know-how to help.

Specialises in:

  • Superannuation
  • Self-Managed Super Funds
  • Insurance
  • Wealth Creation / Investment Advice
  • Savings / Budgeting
  • Borrowing to Invest
  • Retirement Planning
Our Team -

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 to determine the most appropriate risk insurance strategies and solutions for their situation.

“I am extremely passionate about what I do. The best part of my job is the discovery process, learning about a person’s wants and needs and then hashing out their best solutions. No two people are exactly the same which means every person’s ideal strategy is going to be unique.”

Murray strives to put people in a better situation than they were before – whether this means a more cost-effective policy or an insurance plan that better protects their family.

Murray always aims to develop your insurance solution according to your priorities as he sees personalisation as the most important part of his job. “Anybody can take out an insurance policy but my real value to our clients is my extensive knowledge and understanding of our ever-changing industry. I want our clients to walk away with a strategy that is relevant and tailored for their current situation as well as future goals.”

Murray spent his younger years travelling the country and has spent parts of his life enjoying regions of outback Australia. However, when he began working in the strategic world of wealth protection, Murray knew he had found his calling. He has now spent half of his life dedicated to helping people with their insurance needs.

With passion and honesty, Murray is an incredibly approachable individual and is always aiming for perfection with every client he works with. He lives by the idea that, “perfection is not attainable but if we chase perfection, we catch excellence”.

Murray is the absolute definition of a people person and enjoys being able to talk to a variety of people every day. Besides discussing effective financial and wealth protection strategies, Murray will happily spend hours discussing strategies to help his beloved Essendon win the next AFL Premiership – with anyone who’ll listen that is!

Specialises in:

  • Business Insurance
  • Business Expense Insurance
  • Life Insurance
  • Total & Permanent Disability Insurance
  • Trauma/Critical Illness Insurance
  • Income Protection
  • Insurance in Superannuation
  • Life investment or life risk products (including Life Products under Super)
  • Estate Planning
Our Team -

Janelle Kirk

Senior Financial Adviser

NFPG’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 over two decades in the banking sector – 11 spent with the CBA; and almost 20 years as a financial planner, Janelle has developed strong quality relationships based on trust.

While working within the banking industry Janelle identified the need for financial planning services, especially for the ageing population.

“As I moved with them through life I recognised there were a lot of pitfalls for those who couldn’t see what could be done to make the most of their retirement – what I usually call – ‘to retire smiling’.”

Wanting to embrace a holistic approach to supporting people with their financial future Janelle pursued further study to qualify as a Certified Financial Planner, and holds a Masters in Financial Planning and Graduate Certificate of Business Research.

As part of the NFPG team, Janelle provides advice in a range of areas including pre-retirement and retirement planning; and specialist advice in aged care.

“My approach may be different depending on where a person is in their life journey. It really is about listening to them to learn what is important to them and what they want to achieve.

When Janelle is asked ‘when’ should someone engage with a financial planner, her advice is – “the earlier you start the better”.

Travel, grandkids, volunteering? Find out how you can live your ultimate retirement. Speak to NFPG’s Retirement Specialist, Janelle Kirk.

Our Team -

Kristy Coulin

Financial Adviser

Former Client Service and Office Manager turned Financial Adviser, Kristy Coulin has accumulated a wealth of experience from her 14 years in the Financial Planning industry.

It’s this depth of experience that serves her well in her present role as Retirement Financial Adviser. “I’ve been supporting clients for years, walking them through things and taking care of all the paperwork.” It was a natural progression for her to assist in the financial guidance of clients more directly.

For Kristy, who is innately attentive to the needs of others, a big appeal is the benefit she can help bring to people’s lives. Kristy takes the time to really determine what people want to achieve, and what their starting position is. It might be helping them assess their eligibility for the pension, restructuring their super for better outcomes, or downsizing strategies.

She derives great satisfaction in making people content about what’s happening and involved in the process. “With many people, particularly pre-retirees and Centrelink aged care individuals, they just want someone to simplify their lives and take away the stress,” says Kristy. “I’m not interested in bamboozling people with the technicalities.”

As ever, trust is key. “You’re taking people’s life-savings into your hands. They need to feel you’re doing the right things. If you’re doing it with their best interests at heart, you can’t go wrong.”

Seeking a good listener and a safe pair of hands to help plan your golden years? Talk to Kristy at CAG today.

Specialises in:

  • Superannuation
  • Centrelink Assistance
  • Estate Planning
  • Aged Care
  • Retirement Planning
Our Team -

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 and the commercial banking sector, Anthony decided to make the move into financial advice where he could have a bigger, more meaningful impact on people’s lives.

“As a financial adviser, I’m able to see more than just one aspect of my client’s lives which helps me to add more value and assist them holistically.”

With an Advanced Diploma of Financial Planning, a Bachelor of Commerce and a Masters in Commercial Law, Anthony brings a wealth of financial knowledge and a unique perspective to the financial planning space.

Recognising that finances can sometimes seem like another language, Anthony takes the time and care to explain complex financial topics and strategies to all his clients. “My aim is for every client to walk out the door with clarity over their finances and the peace of mind that they can sleep at night.”

With empathy and honesty, Anthony enjoys developing trusted and transparent relationships with his clients. “I don’t believe that there should be any knowledge gap between myself and my clients. I genuinely care about every client that walks through the door and it is so rewarding to be able to improve someone’s situation and take their worries away.”

Living and working on the Central Coast, Anthony feels there are so many people in the region that could benefit from advice; he is looking forward to helping more people achieve financial independence and financial freedom.

Specialises in:

  • Superannuation
  • Retirement Planning
  • Centrelink Assistance
  • Estate Planning
  • Aged Care
Our Team -

Rosie Copp

Financial Adviser and Accredited Aged Care Specialist

Numbers have always held a place in the heart of NFPG’s Rosie Copp. “I used to go with my Dad to the accountant every year,” she recalls. “And I learnt early how large a part they play over the course of our lives.”

With over 25 years’ experience in financial services and advisory roles here and in London, Rosie now brings that nuanced understanding of numbers to her role at NFPG.

Being both a mother and a daughter, Rosie understands the importance of getting started early as much as the importance of taking care of those who are unable to help themselves.

Rosie 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 appropriate strategies. Her intuition and empathy make her a superb Financial Adviser, something that her colleagues and clients attest to.

“To me, financial advice is a lifelong critical element of your success and security; laying the foundation in your early years, reaping the rewards as you age, then taking comfort that you will have access to the best care available when you can no longer live independently.”

Rosie is also Coastal Advice Group’s resident Aged Care specialist - attending to her mother’s physical and financial well-being during her transition into assisted living opened Rosie’s eyes to how much potential there was to make a lasting, positive impact for people through good advice informed by compassion and understanding.

Regardless of what stage of life you are in, you can rest assured that Rosie has the know-how, knowledge and experience to guide you towards your goals so that you can live your best life.

Specialises in:

  • Superannuation
  • Centrelink Assistance
  • Estate Planning
  • Aged Care
  • Retirement Planning
Our Team -

Luke Hill

Financial Adviser

Dedicated to helping clients achieve their goals, broaden their horizons, and solve the challenges they face in the complex world of financial planning, Luke strives to deliver high-quality financial advice in a friendly and approachable manner.

With 15 years in the finance industry and 6 years advising clients on their journey to financial freedom, Luke is passionate about holistically assisting clients in all financial areas of their life.

“As a financial adviser for many years, I’ve witnessed how sound financial advice has helped my clients. That’s why I strive to support them in identifying their goals and providing outcomes that they didn’t think were possible.”

Luke also holds a Master of Financial Planning – it is this background and experience that gives him the knowledge and skills needed to deliver truly personalised advice.

With an easy-going, approachable, and empathetic personality, Luke always aims to develop a personal understanding of his client’s situation and goals so he can provide the right solutions. For Luke, he believes that relationships should be built on mutual trust.

“Good, long-lasting relationships always need a strong element of trust which is why I strive to make all of my clients feel comfortable and welcome.”

Apart from his passion for financial planning, Luke is also a big sports fan enjoying playing soccer and watching rugby league.

Specialises in:

  • Superannuation
  • Retirement Planning
  • Wealth Creation / Investment Advice
Our Team -

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 were possible to reach.

Initially starting in a financial planning administration role, Bree progressed her career to an adviser role where she can bring more value to more clients. Her 11 years of experience has allowed her to develop a deep understanding of strategies and client’s needs which propel her in her current role at Coastal Advice Group.

“At the end of the day, I’m here to help people. That’s why I do my job, and that’s exactly what financial planners are here for.”

Bree supports her clients with sound financial advice related to superannuation, retirement planning, investments, and personal insurance.

“Our role as an adviser is very simply about giving you clarity on where you are & where you want to be, what success looks like for you, giving you the right tools to achieve this and then most importantly, providing you the freedom to live life whilst removing these stresses. This is where the importance of having ongoing advice comes into play as life changes and your goals may change. We can make those adjustments along the way to keep you on track for success.”

Bree loves helping her clients achieve their goals and allowing them to do more of what they love doing – whether that’s to pay off the mortgage sooner, be less stressed about their finances, protect their lifestyle, build wealth towards an early retirement, or even lifestyle goals such as more family time or travel.

Newcastle born-and-bred, Bree enjoys an active, coastal lifestyle with her family and two dogs. With a bubbly personality and a constant smile on her face, Bree is incredibly approachable and a trusted adviser for those looking to achieve financial success.

Specialises in:

  • Superannuation
  • Retirement Planning
  • Wealth Creation / Investment Advice
  • Insurance
Our Team -

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 education including a Bachelor of Business Administration, Master of Business Administration, and a Graduate Diploma of Financial Planning. It is this depth of knowledge and experience that allows Jon to achieve meaningful results for his clients.

Jon is passionate about educating his clients so they can make smart, informed decisions about their financial future. “One of the most rewarding and valuable parts of my role is being able to simplify often complex financial concepts and explain in a way that allows clients to better understand the decisions they are making. From understanding comes confidence, peace of mind and the realisation that the actions they are taking now will have a positive long-term effect on their financial wellbeing.”

For Jon, his financial planning career has been shaped by major economic events such as the Global Financial Crisis and more recently, the COVID-19 pandemic. Throughout these two economic crises, Jon’s calm, positive nature enabled him to support his clients to the other side and keep them on track to achieve their financial goals. In Jon’s words, “If you can get through major market corrections like these, you can get through anything!”.

Born in Newcastle, Jon has travelled and spent his life in some extraordinary places around the globe before he decided to settle in Ballina. He enjoys the easy-going lifestyle Ballina has to offer and is excited about what the future holds for the growing Northern Rivers region.

Jon’s personable and down-to-earth nature make him the perfect fit for the Byron Bay and Ballina community. It is Jon’s proactive approach and unwavering reliability that allow him to build and maintain trusted relationships with all his clients.

Specialises in:
• Superannuation
• Self-Managed Super Funds
• Retirement Planning
• Wealth Creation and Investment Advice
• Insurance
• Aged Care
• Estate Planning

Our Team -

Patrick Huolohan

Financial Adviser

Pat’s passion for the dynamic and ever-changing financial advice industry is what propels him in his role at Coastal Advice Group. This, combined with his business and financial know-how, is what drives his purpose as a Trainee Financial Adviser.

For Pat, the appeal to his role is the benefit he can bring to other’s financial situations “Throughout my studies and work, I see people lacking the financial knowledge and literacy to make proper financial choices. I love that I can help people to have more confidence and understanding of their decisions.”

Whether this is helping young professionals accumulate their wealth or providing advice on how clients can plan for their future, he enjoys assisting all to better their lives and their financial situations.

Buying his first house in Newcastle at the age of 21, it is clear Pat has a sound understanding of how to make great financial decisions and is keen to share his knowledge and expertise with the world.

Wanting to embrace a holistic approach to financially supporting others, Pat has engaged in numerous studies to support his processes. He currently holds a Bachelor of Commerce in Finance and a Graduate Diploma of Financial Planning as well as presently undertaking a Bachelor of Laws.

It is this depth of knowledge and education, combined with is personable nature, that make Pat such a valuable adviser to the CAG team.

If you’d like to ask Pat any questions, please contact him by phone or email.

Our Team -

Jesse Field

Adviser Support

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 and stockbroking, Jesse decided the time was right to move into a financial advice practice where he can have a more holistic and meaningful approach.

With a Bachelor of Commerce and a Diploma of Financial Planning, Jesse brings a wealth of financial knowledge to his role.

Born and bred in the Central Coast, he is passionate about contributing to educating and assisting people in the region to better understand their finances.

“I really enjoy being able to translate financial terms into “plain English” for our clients. I truly believe that when people can actually understand their own financial position, it opens up a whole new realm of possibilities for them.”

For Jesse, who’s personable and down-to-earth-nature is a perfect fit for the Central Coast community, a big appeal is the ability to help others achieve their financial goals.

“I am really passionate about making the client experience enjoyable and stress-free. What brings me the most joy is to know that I have been able to help someone else on their journey to financial independence.”

Our Team -

Louis Matheson

Adviser Support

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 degree in Mathematics and Data Science and is eager to be able to grow on his knowledge as Associate Financial Adviser at Coastal Advice Group.

For Louis, he is most passionate about being able to share his knowledge with clients so they can achieve all their goals – not just financial goals. “No matter the client, I always aim to offer the most relevant and personalised support to the individual so they can meet their personal and financial objectives.”

Buying his own house at the age of 22, with aspirations to further increase his investment property portfolio, Louis clearly has a sound understanding of how to achieve financial success and is keen to share his expertise with others with the same mindset.

As a total sports fanatic and both a player and professional rugby league referee – Louis thrives under pressure and is able to make smart, proactive decisions in high-stress environments. As a true team player, he brings a positive, collaborative attitude to everything he does.

Louis is personable and incredibly receptive to others’ needs; his down-to-earth personality allows him to build not just strong relationships with clients, but also great friendships.

“I will always endeavour to build a strong trustworthy relationship with every client so they can feel comfortable to know their financial future are in the right hands.”

Our Team -

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 coordinates the compliance-driven ‘behind the scenes’ tasks which enables every client to receive high-quality financial advice. It is this supporting side of advice Gary is most passionate about or as he likes to call it “keeping the engine room running smoothly”.

For Gary, who is exceptionally organised and detail-oriented, his ultimate goal is to help every client reach their financial goals.

Above all, Gary believes that customer service is the most important part of his role. “In everything I do, I put myself in the client’s shoes which gives me all the inspiration I need to go the extra mile.”

With technical knowledge and expertise, Gary is able to support clients at all stages in their lives from looking to retire comfortably to seeking to protect their family with life insurance.

“Everybody has financial complexities and if I can help remove some of the challenges or complexities, then that’s what’s most important and where I can help add value to people’s lives.”

Our Team -

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 Support.

For Sonya, she has developed such strong relationships with many clients and is extremely passionate about maintaining those trusted, enjoyable friendships.

“Building relationships with clients is the most fulfilling part of my role – no client is the same and I enjoy being able to go the extra step to help clients feel special.”

With both paraplanning and client services experience, Sonya brings ample knowledge and a unique perspective to her role. At CAG, Sonya’s role involves supporting the advisers to deliver advice and regular reviews – as well as providing ongoing support and regular communication to clients.

Sonya is a great listener and has an empathetic, kind nature which makes her extremely approachable and enjoyable to discuss challenges and goals with.

“Ultimately, I treat clients as I would want to be treated myself. I give them time, don’t rush them, and am passionate about helping them not only reach their financial goals but their life goals too! It’s always been part of my character to go out of my way to help others get what they need.”

More than anything, Sonya is incredibly passionate about animal welfare. In fact, she owns three beautiful, (big!) rescue dogs. With a bubbly personality and positive attitude, Sonya is truly a joy to work with for those looking to achieve financial success.

Our Team -

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 of Commerce majoring in Finance where he is learning valuable skills that help him daily in his role.

“I am really interested to learn more about the field and help others understand their unique financial position, as this gives them the opportunity to work on and achieve their financial goals.”

As Junior Adviser Support, Ben takes pride in ensuring that every Coastal Advice Group client’s experience is smooth and enjoyable! He is passionate about helping clients find the right financial solutions suited to their varying needs and requirements.

“I enjoy being able to be part of the process in which clients achieve their goals, no matter how big or how small, it is always great to see a happy client.”

With a positive attitude, a strong ethical approach, and a passion for all things finance, Ben is a valuable asset to not only the Coastal Advice Group team but our clients as well.

Our Team -

Sharna Warren

Advice Team Coordinator

Sharna is the exceedingly organised and knowledgeable Advice Team Coordinator at Coastal Advice Group.

With a passion for supporting the advisers to deliver high quality advice, Sharna enjoys consistently reviewing our processes and performance to continuously enhance our services, and ultimately the client experience.

“The team at Coastal Advice Group are enormously dedicated and inspiring to coordinate. Every single person is so passionate about creating the best possible outcomes for their clients.”
As a driver of excellence, Sharna is continuously coordinating advice training sessions to further expand and improve the skillset and knowledge of our highly experienced team.

For Sharna, one of the biggest appeals to her role is the contribution she can have on the education of others about what financial advisers actually do.

“The opportunity I have to help others understand and experience the real value of advice - beyond just the stereotypical ‘budgeting’ is really motivating.”

With Sharna coordinating and supporting Coastal Advice Group advisers, you can rest assured knowing your financial future is in the hands of an extremely capable and dedicated team.

Our Team -

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 execute and complete projects.

With over 10 years of experience in similar roles, she is confident to deliver high-quality and purpose-driven results across various areas of the business including HR, operations, sales, financial accounts, and project management.

For Hopu, one of the biggest appeals to her role is the contribution she can have to the execution of business strategies set out by the CEO and Group General Manager — indeed, she is the doer of the group!

“I enjoy the different challenges and variety of work here at CAG. No day is the same and having the opportunity to work on the business as a whole and witness the growth and success we are committed to is definitely what I enjoy most.”

This gives her the confidence to always put the business’ interest at heart and make decisions to ensure its success. Hopu is always prepared to learn new things and is consistently supporting the entire team at CAG to work efficiently and enjoyably.

With an optimistic and friendly attitude, Hopu showcases warmth and willingness in everything she does.

Our Team -

Amber Jones

Client Engagement Manager

As Client Engagement Manager, Amber’s goal at Coastal Advice Group is to ensure each and every client enjoys the best possible experience.

With over 30 years in customer service and client-nurturing positions, Amber relishes talking to people, relating, and understanding their goals, and helping them to find a tailored, personalised solution.

“I am lucky to be in a role where I am able to talk to new people every day. I truly appreciate being able to relate and help solve their problems and be a part of their journey to financial freedom.”
Amber expresses warmth and charisma in everything she does, making her an incredible asset to the team. Her receptiveness to other’s needs and her accepting, caring nature make her extremely pleasant to be around and to enjoyably discuss any challenges or aspirations you may have.

At Coastal Advice Group, Amber’s goal is to develop engagement initiatives and personable processes to improve client experiences. She derives great satisfaction in making clients content and comfortable.

“I understand that the advice process can often be confusing. I draw from my own experiences; this drives me to create a better client experience and work towards exceeding client expectations. I really enjoy being able to explain processes to clients in simplified, everyday terms so they feel comfortable, satisfied, and content with their entire experience.”

For Amber, she enjoys being able to assist clients in their understanding of financial advice, the process, and what to expect not only for the first meeting, but for the lifetime journey ahead.

Our Team -

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 our office through her approachable and friendly personality.

Theresa loves being able to interact with so many different types of people on a daily basis and also to develop long-lasting relationships with CAG clients.

“I’m incredibly lucky in my role that I am able to talk to new people every day. It’s truly one of the best parts of my job to just be able to have a laugh or a friendly chat with our clients.”

You’ll often hear from Theresa as she helps to schedule and organise your meetings.

Theresa expresses charisma and warmth in everything she does. With a caring and empathetic personality, she is a fantastic person to chat to about any challenges you have or aspirations for your future!

Our Team -

Ashley Solway

Receptionist

Ashley is the friendly and organised Receptionist based in our Newcastle office NFPG. Ashley schedules our team’s meetings and calendars and provides a range of administrative support.

She assists our financial planners to process documents and paperwork to ensure all our clients have a seamless experience.

With a bright and bubbly personality, Ashley enjoys being able to talk to new people every day and values being able to develop relationships with our clients.

“I always put myself in the client’s shoes and treat everyone the way I would want to be treated if I was looking for help.”

When you next visit the office, you may be treated to one of Ashley’s barista-quality coffees as she welcomes you to your appointment!