Your Central Coast financial experts, with a national edge.

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.

Rosie Copp is a Senior Financial Adviser at Coastal Advisory Australia. With 27 years in financial services across Australia and London, she delivers empathetic, multi-generational advice tailored to each client’s journey. Rosie is also the Central Coast’s go-to accredited Aged Care expert, known for guiding families through complex transitions with compassion. She believes that sound financial advice lays the foundation for lifelong security and peace of mind. Outside work, Rosie enjoys time with loved ones, exploring new places, and all the Central Coast has to offer.

Matthew is a Financial Adviser at Coastal Advisory Australia. He helps clients achieve financial independence by providing tailored strategies for wealth creation, superannuation, and insurance. With over 20 years of experience in financial services, including roles in corporate superannuation, hedge fund pricing, and insurance, he brings deep expertise and a client-first approach to every plan. Outside of work, Matthew enjoys dirt bike riding, snowboarding, and coffee by the beach in Terrigal.

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

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.

Valerie Villadiego is a Client Services professional at Coastal Advisory Australia’s Erina office. She supports clients and advisers with precision and care. With nearly 10 years of experience in financial services, she brings a broad industry perspective and a passion for helping others. Valerie loves surfing and beach escapes.

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.

Samuel Kay is a Wealth Protection Support Officer at Coastal Advisory Australia. He is responsible for advice implementation, onboarding newly acquired risk clients, and managing insurance accounts and queries. With extensive, hands-on experience across multiple industries, Sam brings deep insight and a strong commitment to delivering exceptional client outcomes.

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.

Melissa Smeaton is an Accounts Assistant at Coastal Advisory Australia’s Erina office. With over 17 years of experience in bookkeeping and payroll, she ensures financial accuracy and compliance. Known for her precision and problem-solving skills, Melissa is also a passionate advocate for human rights, animal welfare, and family history.

Uta is part of the Adviser Support team at Coastal Advisory Australia’s Erina office. With a global career spanning law, tourism, and finance, she brings precision, adaptability, and a passion for sustainability. Uta combines her bookkeeping and office management expertise with a commitment to helping clients achieve their financial goals.

Jack Halverson is a Technical Adviser Support at CAA. They provide support across all advisers in the business to produce and implement advice and to assist with client queries. With 5 years of experience in the Financial planning industry on the Coast and in Sydney, starting in client services, moving to paraplanning, and now studying to become an adviser they bring knowledge and a desire to do wholistic advice and to simplify a complex industry for client’s benefit. When not in the office they can be found photographing and videoing national dance competitions, assisting on film sets or moonlighting as a semi pro footballer (soccer)

Benjamin Kay is part of the Central Coast Financial Planning Group at Coastal Advisory Australia. With over five years of experience in financial services and currently completing his Professional Year, he supports advisers and clients with a focus on investment management and financial freedom. Outside of work, Benjamin is passionate about health and fitness, believing that a healthy body and mind go hand in hand. A Brazilian Jiu Jitsu practitioner, Benjamin brings discipline, insight, and dedication to every client interaction.

Nicola Younger is a Technical Specialist at Coastal Advisory Australia. With experience across Sydney, London, and the Central Coast, she supports advisers with best-practice strategies in wealth accumulation and protection. Nicola holds a Graduate Diploma in Financial Planning and was recognised for her longevity in the Australian Stockbroking Industry. She’s passionate about client-centric service and strategic support. Outside work, Nicola enjoys cooking, painting, music, and travelling with her husband Matthew and their beloved dog, Tucker.

Theresa Holani is the Advice Operations Manager, Review Management, at Coastal Advisory Australia’s Central Coast office. Known for her warmth and charisma, she builds lasting client relationships while ensuring timely financial reviews. Originally from New Zealand, Theresa brings empathy, energy, and a love for connecting with people to every interaction.

Mel Worthing is a Provisional Financial Adviser at Coastal Advisory Australia with 17 years of experience in the financial advice industry. She has completed her Graduate Certificate in Financial Planning and is on track to finish her Master of Financial Planning in December 2025. Mel is passionate about helping families use their finances effectively while building their financial literacy and confidence. In recognition of her commitment and growth, she was awarded Coastal Advisory Australia’s Rookie of the Year in 2022. Outside of work, Mel enjoys spending time with her husband and daughter. She is actively involved in her daughter’s sports as a netball and water polo team manager, and in her spare time, you’ll often find her at the gym or catching up with friends over a cocktail.

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

Jennifer Starling is a Personal Assistant at Coastal Advisory Australia, providing high-level administration support to the Executive Team. With 10 years of experience supporting senior executives, Jen brings a track record of reliability, excellence in support, project coordination, and administration. She also enjoys exploring the world and embracing new technology.

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.

Rory Parsons is part of the Wealth Protection Support team at Coastal Advisory Australia’s Central Coast office. With a background in innovation and systems thinking, he brings fresh insight to financial literacy and client care. Passionate about making complex concepts accessible, Rory builds trust through thoughtful, people-first support.

Mat Brown is a Wealth Protection Specialist at Coastal Advisory Australia. With diverse industry experience and a personal understanding of insurance, he helps clients navigate wealth protection with clarity and care. Passionate about mental wellness and community, Mat empowers others to take control of their financial future.

Elsa is a Receptionist at Coastal Advisory Australia’s Central Coast office. She ensures a welcoming and efficient experience for clients and visitors. With strong communication skills and attention to detail, she supports daily operations and fosters team collaboration. Elsa has travelled to over 20 countries.

Erin Berlin is part of the Adviser Support team at Coastal Advisory Australia’s Newcastle office. With over 20 years in financial services, she brings deep expertise and a client-first mindset. Passionate about financial freedom, Erin combines professionalism and empathy to help clients feel supported, understood, and empowered.

Rhiannon is a Receptionist at Coastal Advisory Australia Erina. She is the first point of contact for clients, delivering exceptional service with empathy and efficiency. With a background in hospitality, she brings strong interpersonal skills and a passion for helping others.

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.