A great advice team doesn’t follow trends. It leads them.

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

Melissa is an Operations Coordinator at Coastal Advisory Australia (Coastal Advisory Australia). She ensures seamless operational support across the business. With 15 years of experience in financial services, she brings precision, empathy, and a strong service ethic to her team. She spent her early childhood living in PNG.

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.

Vansh Ranka is a Financial Data Analyst at Coastal Advisory Australia, combining strong research skills with a passion for financial insight. He recently completed a dual Masters in Business Administration and Applied Finance, Vansh brings a multicultural perspective, analytical precision, and a drive to help clients make informed decisions. He’s fluent in four languages and loves travel, cooking, and golf.

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.

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.

Jo Rath’s role as Client Service Specialist at Coastal Advisory Australia entails careful attention to meeting our client’s ongoing needs.  Having worked in many complimentary roles, Jo joined the financial planning team over 18 months ago and shares her enjoyment in seeing our clients comfortable and happy. Jo is enjoying her new life in the Northern Rivers, exploring the beautiful waters of Yamba and surrounding areas.

Sonya is part of the Adviser Support team at Coastal Advisory Australia. With over 30 years in financial planning, she brings deep expertise in paraplanning and client service. Known for her empathy and relationship-building, Sonya supports clients with care and dedication. A passionate advocate for animal welfare, she shares her home with three rescue dogs

James Hoang is part of the Adviser Support team at Coastal Advisory Australia. With over a decade in financial services and a background in applied finance, he blends technical expertise with empathy and professionalism. Passionate about client care, community, and education, James ensures every interaction is clear, purposeful, and people-focused.

Kristin Davies is a Client Services Specialist at Coastal Advisory Australia’s Newcastle office. With nearly a decade in financial services, she ensures clients feel supported and valued throughout their financial journey. Originally from Southern California, Kristin brings strong organisation, reliability, and attention to detail to every interaction. She’s passionate about delivering a smooth experience for clients and advisers alike. Outside work, Kristin enjoys cooking, baking, and travelling to visit family—especially back to California—with her husband Jason.

Natalie Mackenzie is an experienced administrator at Coastal Advisory Australia, with a background in events, sponsorship, and operations management. With a Diploma in Business Studies and over three years in financial services, she brings adaptability, humour, and a strong work ethic. A proud Sharkies fan, Natalie thrives on variety and client connection.

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.

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.

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.

Kellie is an Adviser Support & Aged Care Specialist at Coastal Advisory Australia based in Port Macquarie. With more than 30 years experience in financial planning industry, she combines deep expertise with a passion for helping others. Known for her warmth and dedication, Kellie also volunteers with local charities and enjoys yoga and spending time with her family and friends.

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.

Natalie Smith’s role is Technical Adviser Support at Coastal Advisory Australia, working closely with a financial adviser to maintain a smooth, timely and accurate advice and implementation process. With over 20 years of experience, Natalie brings her dedication to detail combined with her solid industry knowledge. In contrast, Natalie also enjoys Macadamia farming and sculpting saying the combination of these worlds provides the perfect balance.

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.

Peter Tse is a Technical Adviser Support at the Coastal Adviser Group, based in the Port Macquarie office. He works closely with both senior Financial Planners providing essential support to enhance client strategies and streamline workflow. With over twenty (20) years of experience in the financial service industry, Peter brings a wealth of knowledge and practical insight to the team. Passionate squash player.

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.

Danielle is part of the Adviser Support team at Coastal Advisory Australia in Port Macquarie. With 25 years in the financial industry, she thrives on collaboration and client care. Passionate about wildlife and community, Danni balances her professional life with volunteering at the Koala Hospital, yoga, and family time.

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)

Nicole is part of the Adviser Support team at Coastal Advisory Australia. With a passion for financial literacy and a drive to deliver exceptional service, she supports clients in achieving their goals. Outside work, Nicole volunteers with local organisations and trains for triathlons with her dog Albie and partner Kaleb.

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.

Lisa Crawford is a Financial Adviser Support specialist at Coastal Advisory Australia’s Newcastle office. With extensive experience and a passion for systems and service, she streamlines adviser processes to enhance client outcomes. A proud Novocastrian, Lisa also champions youth mental health, animal welfare, and literacy in her community.

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.

Virginia Carone is a Senior Executive Assistant.  She supports executive leadership by managing priorities, coordinating cross-functional teams, and ensuring operational plans are executed effectively. With extensive experience at a senior level, Virginia brings strong organisational skills, strategic insight, and a collaborative approach to achieving business objectives. Outside of work, she enjoys making the most of life’s experiences with family and friends.

With over 30 years in administrative roles, Lisa combines her operational expertise with a strong commitment to client service.  Lisa is passionate about making things run smoothly behind the scenes and takes pride in ensuring clients, and colleagues feel supported, cared for, and well looked after.

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.

Nadine is a Receptionist at Coastal Advisory Australia’s Newcastle office. She manages client meetings and office operations with warmth and efficiency. With a background in management, administration, and hospitality, she brings adaptability and a strong service focus. Outside work, Nadine enjoys beach time with her daughters and cavoodle.

Kade Zaia is part of the Adviser Support team at Coastal Advisory Australia. Currently studying Finance at the University of Newcastle, he blends academic insight with hands-on experience. Known for his reliability and attention to detail, Kade supports advisers and clients with a proactive, can-do attitude. A passionate runner and sports fan.

Scott de Lepervanche is an Administration Assistant at Coastal Advisory Australia. He does a range of work including data, admin, insurance, and advice preparation with 2 years of experience in these areas. Scott brings a variety of skills to the team due to this scope of work, along with a ‘can do’ attitude.

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.