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…
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…
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…
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),…
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…
Jacob LoCascio
Financial Adviser
Jacob LoCascio has worked in the Financial Advice industry for over 10 years. As a seasoned Financial Adviser, he is…