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We have a team of 6 experienced and dedicated Financial Advisers working with Sydney Wealth Advisers, with over 140 years of combined experience.

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

We believe to make change, you become the change. In an industry that is male-dominated we have encouraged and elevated our female peers to be empowered and become that change.

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

CEO and Senior Financial Adviser

Daniel is the CEO and a Senior Financial Adviser for Newcastle Financial Planning Group (NFPG). Daniel has been a qualified Financial Planner for over 16 years, owning and operating both boutique and large Financial Planning operations in the Newcastle…

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Our Team -

Janelle Kirk

Senior Financial Adviser

Newcastle Financial Planning Group’s Senior Financial Adviser Janelle Kirk is clearly passionate about supporting people to realise their financial goals. With more than 44 years in the finance industry, including over two decades in the banking sector - 11…

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Our Team -

Kristy Coulin

Financial Adviser

Few people have been as big a part of the Newcastle Financial Planning Group story than 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…

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Our Team -

Matthew Simpson-Foster

Senior Financial Adviser

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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Our Team -

Rosie Copp

Financial Adviser and Accredited Aged Care Specialist

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

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Our Team -

Patrick Huolohan

Trainee Financial Adviser

Pat’s passion for the dynamic and ever-changing financial advice industry is what propels him in his role at Coastal Advice Group. This, combined with his business and financial know-how, is what drives his purpose as a Trainee Financial Adviser.…

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Our Team -

Varun Vasudeva

Financial Adviser Support

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

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Our Team -

Nicole Munday

Business Manager

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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Our Team -

Amber Jones

Client Engagement Manager

As Client Engagement Manager, Amber’s goal at Coastal Advice Group 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…

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Our Team -

Sharna Warren

Advice Team Coordinator

Sharna is the exceedingly organised Executive Assistant 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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