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We have a team of 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 + Partner

Daniel is the CEO of Coastal Advice Group. With 20 years in the financial planning industry, currently owning and operating five financial planning businesses on the NSW east coast, Daniel’s expertise in the industry is second to none. Over…

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Our Team -

Mitch Ramsbotham

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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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 -

Tom Momsen

Partner and Head of 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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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 -

Murray Wynne

Wealth Protection Specialist

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 -

Rosie Copp

Financial Adviser and Accredited Aged Care Specialist

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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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 -

Anthony Fowler

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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Our Team -

Bree Phillips

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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Our Team -

Jon Dickson

Financial Adviser

With 14 years in the finance industry, Jon is an incredibly knowledgeable and experienced financial adviser at Coastal Advice Group. Jon’s extensive practice experience is backed by a plethora of education including a Bachelor of Business Administration, Master of…

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Our Team -

Patrick Huolohan

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 -

Louis Matheson

Associate Financial Adviser

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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Our Team -

Adam Metcalfe

Adviser Support

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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Our Team -

Jesse Field

Adviser Associate

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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Our Team -

Gary Lane

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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Our Team -

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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Our Team -

Ben Peters

Junior 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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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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Our Team -

Hopu Brown

Executive Assistant

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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Our Team -

Theresa Holani

Receptionist

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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