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We have an experienced Advice Team of 12, with over 200 years of combined experience as well as a dedicated Management and Client Services Team working behind the scenes to create the best possible experience for our clients.

We are passionate about delivering long-term advice solutions that benefit our clients create their ideal retirement lifestyle.

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.

Daniel Brown

Daniel Brown

CEO and Senior Financial Adviser
Management, Partner

Daniel is the CEO and Senior Financial Adviser of Coastal Advice Group. With 20 years in the financial planning industry, currently owning and operating four financial planning businesses on the NSW east coast, Daniel’s expertise in the industry is…

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Tom Momsen

Tom Momsen

Partner and Head of Advice
Head of Advice, Partner

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

Matthew Simpson-Foster

Senior Financial Adviser
Financial Adviser

A long-standing passion to help others realise their financial goals drives Matthew’s mission as a Financial Adviser. “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

Janelle Kirk

Senior Financial Adviser
Financial Adviser

Senior Financial Adviser Janelle Kirk is clearly passionate about supporting people to realise their financial goals. With more than 50 years in the finance industry, including over two decades in the banking sector - 11 spent with the CBA;…

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Kristy Coulin

Kristy Coulin

Financial Adviser
Financial Adviser

Few people have been as big a part of the Coastal Advice Group story as Maitland-born Kristy Coulin. A former Client Service and Office Manager turned Financial Adviser, Kristy has witnessed first-hand the growth of the business for close…

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Anthony Fowler

Financial Adviser
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…

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Rosie Copp

Rosie Copp

Financial Adviser and Accredited Aged Care Specialist
Financial Adviser

Numbers have always held a place in the heart of Coastal Advice Group’s Rosie Copp. “I used to go with my Dad to the accountant every year,” she recalls. “And I learned early how large a part they play…

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Murray Wynne

Wealth Protection Specialist
Financial Adviser

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…

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Bree Phillips

Financial Adviser
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…

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Patrick Huolohan

Provisional Financial Adviser
Financial Adviser

Patrick’s passion for the dynamic and ever-changing financial advice industry is what propels him in his role. This, combined with his business and financial know-how, is what drives his purpose as an Associate Financial Adviser. For Patrick, the appeal…

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Varun Vasudeva

Compliance + Strategy Support
Adviser Support

A wholehearted passion to help others reach their financial goals is what drives Varun’s purpose at Coastal Advice Group. With both a Master of Applied Finance and a Master of Business Administration, it is this depth of knowledge that…

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Gary Lane

Gary Lane

Adviser Support
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…

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Jesse Field

Adviser Support
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…

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Mitch Ramsbotham

Mitch Ramsbotham

Group General Manager
Management

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
Management

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…

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Sharna Warren

Operations Manager
Operations

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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Amber Jones

Client Engagement Manager
Client Engagement

As Client Engagement Manager, Amber’s purpose 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…

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Hopu Brown

Executive Assistant
Client Engagement

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…

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Ashley Solway

Ashley Solway

Receptionist
Client Engagement

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…

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Theresa Holani

Theresa Holani

Receptionist
Client Engagement

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…

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