Your local Adelaide financial advice team, backed by national expertise.

Daniel Brown is the CEO and Chairman of Coastal Advisory Australia. He sets the strategic direction and empowers his team to deliver client-first financial advice. With over 20 years in the finance industry, Daniel brings visionary leadership and a passion for transforming how Australians experience advice. He’s a dedicated family man, avid reader, Pinot enthusiast, and loyal Parramatta Eels supporter.

Ben Calder is Chief Advice Officer and Board Member at Coastal Advisory Australia. He leads national advice strategy, ensuring advisers deliver tailored, relationship-driven advice. With over 30 years in financial services across Australia and the UK, Ben brings deep expertise and a passion for ethical, impactful advice. He previously founded Calder Wealth Management and led its merger with Coastal in 2025. A proud country dad, Ben finds balance on his family farm and enjoys rally cars.

David Haintz is Founder of Global Adviser Alpha and a Certified Financial Planner. He built a 28-year career in advice, co-founded Shadforth Financial Group, and served as a director of the FPA. With global consulting experience across 18 countries, David brings unmatched insight and professionalism. He’s the only adviser to win both Australian Financial Planner and Best Practice of the Year. Outside work, he’s an author and advocate for advice that connects with deeper client meaning.

Trent Sanfead is a Financial Adviser at Coastal Advisory Australia’s Stirling office. With over 22 years in financial services, including founding his own firm, Trent delivers tailored advice with empathy and strategic insight. He helps clients overcome challenges and plan confidently for the future. Known for his practical approach and people-first mindset, Trent empowers clients to live their best lives. Outside work, he enjoys surfing, tabletop gaming, and relaxing with his partner, dogs, and chickens.

Casey Huxtable is a Financial Adviser at Coastal Advisory Australia. With over 21 years in finance, she helps clients achieve goals once thought out of reach through clear, personalised strategies. Inspired by her father’s legacy, Casey values trust and relationships above all. She listens closely and guides clients with care and confidence. Outside work, Casey enjoys camping, family holidays, gym sessions, and adventures with her four boys and dog. For her, advice is a lifelong privilege.

Nick Schuster is a Financial Adviser at Coastal Advisory Australia, servicing Barossa, Mawson Lakes, and Unley. He helps clients—especially small business and rural—plan for retirement with strategic insight. With 17 years of experience, Nick blends financial expertise with a CPA background. He enjoys farming and plays in a band.

Alan Birchard is a Financial Adviser at Coastal Advisory Australia’s Nuriootpa office. He helps clients plan for a comfortable retirement with empathy and clarity. With 27 years of experience in financial services, Alan brings deep expertise and honest guidance. He’s also a keen sportsman and community volunteer.

Steven Hampel is a Senior Financial Adviser at Coastal Advisory Australia. With over 30 years of experience, he simplifies complex financial matters to help clients feel confident and supported. Steven’s career spans major institutions and successful business ownership, driven by values of honesty and clarity. He’s passionate about making finance accessible and meaningful. Outside work, Steven enjoys travel, tinkering in his shed, and cheering on the Adelaide Crows. He also supports cancer research and community causes

Rex Whitford is a Financial Adviser at Coastal Advisory Australia in Adelaide. He provides strategic solutions tailored to client values. With over 23 years in financial services and a background in the Royal Australian Navy, Rex brings discipline, insight, and care. He enjoys playing piano and travelling.

Nicole Munday is Chief Operating Officer and Partner at Coastal Advisory Australia. She oversees operations, advice processes, and team management with a systems-focused approach. With extensive experience in HR, operations, and practice management, Nicole brings professionalism, problem-solving skills, and attention to detail. She’s passionate about building a team that makes a meaningful impact on clients’ lives. Outside of work, Nicole enjoys socialising on the Central Coast and spending winter weekends at soccer with her family.

Michael Peters is a trusted outsourced CFO partnering with ASX-listed companies to design sustainable finance strategies. With over 30 years in finance, including senior roles at CBA and ANZ, he brings deep expertise in corporate finance, M&A, and wealth management. Michael previously founded and scaled a successful firm before leading its sale to a major European fund. Known for his approachable style, he simplifies complex financial challenges into clear, actionable strategies that drive business growth.

Mitch Ramsbotham is Head of Growth and Strategy at Coastal Advisory Australia. He drives Mergers & Acquisitions, business development, innovation, and strategic planning to enhance client outcomes. With over 15 years in financial services, Mitch brings deep insight into Advice businesses, their challenges and opportunities, helping to scale the Coastal business nationally. He’s passionate about leadership, technology, and streamlining advice processes. Outside of work, Mitch enjoys surfing, caravanning with his family, and personal development

Ivana Sanzari is Regional Director for South Australia, Western Australia, and Victoria at Coastal Advisory Australia. She leads with collaboration, supporting teams to deliver meaningful outcomes for clients. With over 25 years in financial services, Ivana brings strong leadership and a passion for building capable, high-performing teams. She believes great leadership is about sharing and learning. Outside work, Ivana volunteers with her local surf lifesaving club and enjoys a great coffee whenever she can.

Louis is the Advice Analytics Manager at Coastal Advice Group. Drawing on his background in mathematics, data science, and paraplanning, he provides analytical insight and strategic thinking to enhance process efficiency and optimise outcomes. He brings a strong foundation of financial expertise, a collaborative approach, and a performance-driven mindset.

Sarah Moylan is the Director of HR and Company Secretary at Coastal Advisory Australia. She expertly manages Human Resources and Board Governance with a background in HR, IT, and business operations across multiple industries. With over a decade of experience, she brings curiosity, creativity, and global insight to every challenge. She is a passionate advocate for ocean conservation and a lifelong Lego builder

Catherine Rosser is the Marketing and Communications Manager at Coastal Advisory Australia. With over 20 years of experience across industries including healthcare, tourism, entertainment, and finance, she blends strategic insight with creative flair. Catherine holds a Master’s in Digital Media, a Bachelor of Communications and enjoys fitness, and watching a good thriller.

Gary Lane is Director of Advice Operations.  With over 20 years of experience in financial services, with a strong focus on operational management and compliance he is responsible for overseeing the administrative and regulatory functions that support the delivery of quality financial advice. Highly organised and detail-oriented, Gary ensures the back office runs efficiently, allowing advisers to concentrate on client outcomes

Chris Nottle is our Technology Implementation Coordinator at Coastal Advisory Australia. His role is to actively foster the adoption of IT solutions and implement best practices across the organisation. With over 20 years of experience in the IT sector, he brings extensive cross-industry knowledge from Big 4 consulting, mining, education, and tech startups.

Outside of work, his interests include AFL (sorry, Knights), electric vehicles, clean energy generation & storage, and bleeding-edge tech and gadgets.

As Director of Wealth Protection at Coastal Advisory Australia, Jackie Munday brings more than 18 years of experience and a genuine passion for supporting both her team and our clients. Jackie provides expert guidance on claims and leads the Wealth Protection division with a commitment to delivering exceptional service and results.

Deborah Green is the Finance and Payroll Manager at Coastal Advisory Australia. With over 28 years of experience in finance, auditing, and compliance—including two decades at the ATO—she ensures accuracy and fairness across the business. A passionate community volunteer, Deb brings heart and precision to everything she does.

Kelli-Anne is Team Lead, Adviser Support & Technical Adviser Support at Coastal Advisory Australia’s Unley office. With 23 24 years in financial planning and a background in paraplanning and client service, she empowers advisers to focus on relationships. A former RAAF clerk, Kel brings precision, warmth, and a passion for helping others.

Jodie Thompson is a Client Services Specialist at Coastal Advisory Australia. She supports clients with care and precision across their financial journey. With 17 years of experience in financial services and accounting, she brings efficiency, empathy, and a passion for helping others. Jodie grew up on a cattle and sheep farm.

Tennille Colmer is an Administration Assistant at Coastal Advisory Australia with five years of experience in financial services. Known for her organisation and client-focused approach, she brings a warm, helpful presence to the team. Outside work, Tennille enjoys dirt karting and spending time with her daughter, Brittany.

Teresa is part of the Adviser Support Team at Coastal Advisory Australia. Teresa has been in the financial planning industry since she emigrated from the UK gaining qualifications which lead to a period of working as an adviser before taken the decision to move into an administrate role where she supports advisers and clients.  Outside of work she enjoys travel, attending a local gym and spending time with family and friends.

Michelle is part of the Adviser Support team at Coastal Advisory Australia. With over 30 years in financial planning, she brings integrity, technical expertise, and a client-first mindset. Known for her calm, problem-solving approach, Michelle supports advisers and clients with care. Outside work, she enjoys music, dancing, and volunteering in aged care.

Yash Lalit is an Associate Adviser at Coastal Advisory Australia’s Brighton office. He holds a Master’s in Financial Planning from UniSA and is passionate about guiding clients toward their goals with empathy and tailored strategies. With a strong interest in behavioural finance, Yash blends technical insight with genuine care. Outside work, he enjoys running, cooking, and cheering on Red Bull in F1. A travel lover, his favourite destination is Switzerland, where adventure meets tranquillity.

Danielle Kroepsch is Adviser Support – Technical at Coastal Advisory Australia. With over seven years in financial planning, she supports advisers with strategic, tailored solutions. Danielle has worked across paraplanning, associate advising, and client services, and holds a Graduate Diploma in Financial Planning. Known for her calm, thoughtful approach, she’s passionate about improving client outcomes. Outside work, Danielle enjoys camping with her family, baking, and volunteering with the Country Fire Service, where she proudly serves as a Lieutenant.

Julie Brown is the Brand Ambassador at Coastal Advisory Australia. With a background in education and a passion for design, she crafts welcoming, brand-aligned environments and fosters strong community connections. Julie brings creativity, warmth, and purpose to every client and team interaction.

With over 20 years’ experience across diverse industries, Ben brings a wealth of strategic leadership experience and practical insight to his role as Communication and Engagement Advisor. Passionate about connecting people and purpose, he specialises in crafting clear, authentic communication that drives engagement and strengthens culture

Holly is a Human Resources Coordinator at Coastal Advisory Australia, providing end-to-end HR generalist support to the team. With years of combined experience in human resources and administration, she is passionate about fostering a positive workplace culture while balancing organisational goals with employee wellbeing, growth, and engagement.

Lainie Meale is Coastal Advisory Australia’s Marketing and Events Coordinator with a passion for crafting experiences that connect people and elevate brands. She has worked with global companies on high-impact event activations, bringing creativity, precision, and a strong sense of purpose to every project. Lainie thrives on collaboration and is known for her calm approach, attention to detail, and ability to turn ideas into memorable moments.

Jeanette McShane is the Director of Kaizen Consulting Group. With over 20 years in financial services, she specialises in advice coaching and workflow process, compliance and financial literacy. Jeanette brings deep expertise, a passion for quality advice, and a commitment to empowering Australians. Outside work, she enjoys travelling, enjoying the beach and supports marine safety causes.