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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.

Our Team »

Daniel Brown

Executive Director + Partner
Management

With over 20 years of experience in providing financial advice, Daniel's expertise is unparalleled in the industry. He established his first office in Newcastle in February 2016, which evolved into the Coastal Advice Group. Now, with four locations along…

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Mitch Rambostham

Mitch Ramsbotham

Chief Operating Officer + Partner
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

Nicole Munday

Business Manager + Partner
Management

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

Tom Momsen

Senior Financial Adviser + Partner
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. …

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Matthew Simpson-Foster

Matthew Simpson-Foster

Senior Financial Adviser + Partner
Advice

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 + Aged Care Specialist
Advice

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 Coop

Rosie Copp

Financial Adviser + Aged Care Specialist
Advice

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

Kristy Coulin

Financial Adviser
Advice

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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Jacob LoCasio

Jacob LoCascio

Advice

Jacob LoCascio has worked in the Financial Advice industry for over 11 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

Murray Wynne

Wealth Protection Adviser
Insurance

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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Our Team »

Sarah Moylan

Executive Team Coordinator
Management, Operations

Meet Sarah Moylan, our Executive Assistant extraordinaire! Hailing from the sunny shores of Perth, WA, Sarah brings a unique flair to our team. When she's not expertly managing schedules and keeping everything running smoothly, you'll likely find her indulging…

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Our Team »

Louis Matheson

Associate Adviser + Support Team Leader
Management

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

Adam Metcalfe

Associate Adviser
Management

With extensive education in Finance and Commerce, as well as experience in paraplanning, Adam excels in his role of Associate Adviser at Coastal Advice Group.  For Adam, his approach is truly client-focused. “My primary aim is to deliver great outcomes…

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Our Team »

Mel Worthing

Adviser Support

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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Our Team »

Jackie Munday

Wealth Protection Specialist
Insurance

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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Our Team »

Mat Brown

Wealth Protection Specialist
Insurance

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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Our Team »

Nicole Cowling

Adviser Support
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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Sonya Munro

Sonya Munro

Adviser Administration Support
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.  Sonya has developed strong relationships with many clients…

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Sharna Warren

Sharna Warren

Operations Analyst
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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Gary Lane

Gary Lane

Systems and Workflow Manager
Operations

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

Theresa Holani

Receptionist
Operations

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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Our Team »

Nadine MacPhail

Receptionist
Operations

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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Our Team »

Elsa Fischer

Receptionist
Operations

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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