Daniel Brown
CEO + Partner
Daniel is the CEO of Coastal Advice Group. With 20 years in the financial planning industry, currently owning and operating…
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…
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…
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.…
Peter Oriel
Financial Adviser
Peter has been in the Financial Planning industry for 40 years and has had the benefit of working through a…
Janelle Kirk
Senior Financial Adviser
Janelle Kirk is the Financial Planning Group’s Senior Financial Adviser, who is passionate about supporting people to realise their financial…
Kristy Coulin
Financial Adviser
Few people have been as big a part of the Coastal Advice Group story than Maitland-born Kristy Coulin. A former…
Anthony Fowler
Financial Adviser
Anthony has held roles in the financial services industry since 2002 and his passion for the industry continues in his…
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…
Bree Phillips
Financial Adviser
As Financial Adviser at Coastal Advice Group (CAG), Bree is passionate about helping others secure the lifestyle they want and…
Jon Dickson
Financial Adviser
With 14 years in the finance industry, Jon is an incredibly knowledgeable and experienced financial adviser at Coastal Advice Group.…
Jacob LoCascio
Financial Adviser
Jacob LoCascio has worked in the Financial Advice industry for over 10 years. As a seasoned Financial Adviser, he is…