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Daniel Brown

CEO + Partner

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 February 2016 and evolved into Coastal Advice Group with…

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Mitch Ramsbotham

Chief Operating Officer + Partner

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…

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Nicole Munday

Business Manager and Partner

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,…

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Tom Momsen

Partner and Senior Financial Adviser

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. …

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Matthew Simpson-Foster

Senior Financial Adviser + Partner

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…

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Janelle Kirk

Senior Financial Adviser + Aged Care Specialist

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…

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Rosie Copp

Financial Adviser + Aged Care Specialist

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…

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Kristy Coulin

Financial Adviser

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…

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Jesse Field

Financial Adviser

Jesse entered the financial services industry with one goal in mind: to provide an all-encompassing service that brings more value to his clients.  After spending some of his career in wealth management as a previous adviser plus stockbroking, dealing…

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Jacob LoCascio

Financial Adviser

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…

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Murray Wynne

Wealth Protection Adviser

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…

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Louis Matheson

Associate Adviser + Support Team Leader

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…

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Adam Metcalfe

Associate Adviser

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…

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Mel Worthing

Associate Adviser

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…

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Ben Peters

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…

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Jackie Munday

Wealth Protection Team Leader

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…

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Mat Brown

Wealth Protection Specialist

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,…

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Nicole Cowling

Adviser Support

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…

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Hannah Downes

Adviser Support

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 High Distinction average, Hannah's academic background in mathematics and…

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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…

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Sharna Warren

Operations Analyst

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…

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Gary Lane

Systems and Workflow Manager

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…

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Theresa Holani

Operations Coordinator

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…

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Nadine MacPhail

Receptionist

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…

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Elsa Fischer

Receptionist

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…

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