Our Team

Daniel has been a qualified Financial Adviser for over 20 years, owning and operating both boutique and large Financial Advice operations along the NSW coast. Daniel engages with clients in all different phases of life; from those looking to…

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…

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 highly knowledgeable and skilled in all areas of business,…

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. …

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 starts with listening, working to their agenda, not our…

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 sector – 15 spent with the CBA; and more…

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 appropriate financial strategies.   Her clients know they are in…

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 of the business since its inception and has been…

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 part of the job is meeting new people and…

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 to determine the most appropriate risk insurance strategies and…

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…

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. “My primary aim is to deliver great…

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 as her next step.  For Mel, her love for…

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 learning make her an expert in her field and…

Mat Brown is one of our dedicated Wealth Protection Specialists. He is an incredibly hard-working individual with a range of experience in numerous industries. For Mat, he enjoys being able to assist people that might not have the knowledge,…

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 and enthusiasm in everything she does, contributes immensely to…

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…

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, deliver high-quality financial advice, and ultimately improve the client…

Since entering the financial service industry in 2000 and having gained knowledge from international banks to financial advice licensees, Gary is backed by extensive experience and know-how.  As Systems and Workflow Manager, Gary coordinates the day-to-day ‘behind the scenes…

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 vibrant and comfortable atmosphere in our office through her…

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 to the role and receptiveness to other’s needs make her…

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 her strong communication skills and attention to detail, Elsa…