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

Leigh Stefanyszyn is Chief of People & Performance at Coastal Advisory Australia. She is a performance-driven executive with 20+ years of senior leadership experience across HR, culture, engagement and business transformation. She brings strategic vision and hands-on expertise to align people, culture and values, empowering teams, navigating change and driving organisational performance.

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.

Mina Greiss is the National Director of Advice at Coastal Advisory Australia. Having held various roles over his career, Mina is well-equipped with the necessary skillsets to transform business strategies into tangible outcomes. Mina’s passion is to blend his deep industry expertise with a forward-thinking approach to prioritise adviser capability, advice innovation, and delivering outstanding client experiences.

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 CAA. 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.

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

Hayley is Head of Marketing & Growth at Coastal Advisory Australia, bringing more than 20 years experience across brand building, digital marketing, sales and public relations. She combines commercial thinking with creative strategy to help businesses connect better with clients & grow. Outside of work, Hayley is a passionate soccer mum & loves getting lost in a good book.

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

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.

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

Robert Reid is a Senior Financial Planner and Manager of the Northern NSW region within the Coastal Advice Group. Robert is a licensed financial adviser, holding a Masters of Financial Planning, 37 years’ experience in the financial service industry, and 17 years as principal or partner of a licensed Financial Planning practice. Robert is passionate about providing expert financial advice in an easy to understand and compelling manner. Practical advice without the jargon. Personally, Robert loves travelling our great Australian backyard.

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.

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.

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.

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.

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.

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.

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.

Melinda Smith is a Client Associate at Coastal Advisory Australia. She recently joined the team but brings over 25 years of experience in financial services administration. With a strong background in client support, Melinda combines professionalism with a passion for helping others. She once attended the Royal Ballet School and now enjoys yoga.

Rochelle is a Client Services Officer at Coastal Advisory Australia. She supports clients in achieving their financial goals by combining a love for numbers with a caring, detail-oriented approach. Having been in her role for over a decade, she brings experience, precision, and a strong commitment to client service. Based in the Adelaide Hills, she enjoys camping trips with family, river days, playing and umpiring netball, and exploring Australia in a camper trailer.

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.

James Hopton is an Associate Adviser at Coastal Advisory Australia. He works alongside the advisers to support clients in building and protecting their wealth through clear, thoughtful strategies. With seven years of experience in financial planning, James is passionate about helping people achieve their goals. Outside work, he enjoys playing local footy in the Adelaide Hills

Yudhish is a Client Services Officer at Coastal Advisory Australia. He helps clients achieve their financial goals by providing support and building strong relationships throughout the advice process. With a background in accounting and finance, he brings analytical skills and a passion for client success to the team. Originally from Melbourne, he moved to Adelaide in 2021 and enjoys soccer, kayaking, and exploring new adventures outside of work.

Austin Weger is a Client Service Officer at Coastal Advisory Australia with 3 years of experience in financial planning. He’s passionate about being a part of the financial planning process. A lifelong Adelaide local, Austin enjoys exploring South Australia, playing golf (badly), and soaking up the region’s weather.

Ingrid Feith is skilled at managing implementation workflow and client relationships.  With 21 years of experience across banking, superannuation, paraplanning and financial advice, Ingrid brings her wealth of knowledge from all aspects of the advice process to the team. In her spare time she loves to travel, bake, catch up with friends & chill with her 2 pampered pooches. Having purchased their first home a few years ago, she also has a new interest in home renovations and gardening and has a slight addiction to home reno TV shows.

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.

Jasmine Gee is a Client Service Associate at Coastal Advisory Australia. She manages client relationships and works closely with adviser Casey Huxtable to deliver exceptional client service and support. With six years of experience in financial planning, she brings dedication, care, and a passion for helping clients achieve their goals. Outside of work, Jasmine enjoys the gym, beach adventures, camping trips, and trying new experiences.

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.

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.

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.

Rosela Fejzolli is an Associate in Client Services at Coastal Advisory Australia, with three years of experience in financial services. Rosela supports advisers in delivering tailored strategies and seamless client experiences, with a strong focus on compliance and relationship management. Outside of work, Rosela enjoys travelling and exploring new destinations.

Lily Davies is a Client Support Officer a Coastal Advisory Australia. She handles all administrative and client-facing tasks, facilitating the adviser to focus on their clients and preparing advice. With 6 years experience in the financial planning industry, Lily brings a caring nature and ability to connect with people to build strong client relationships. She is passionate about helping others, both internally and externally to the business.

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.

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.

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.

Chloe is a Client Services Officer at Coastal Advisory Australia. She supports clients in achieving their financial goals by fostering strong relationships and ensuring a seamless advice process. With a passion for creating meaningful impact and a background shaped by diverse life experiences, Chloe brings empathy and structure to her role. Outside of work, she enjoys good food, travelling, and spending time with loved ones—and her dogs.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Sharyn Weger is a Client Services Officer at Coastal Advisory Australia. She supports advisers and clients to ensure a smooth and positive financial planning experience. With 17 years of experience in the financial planning industry, Sharyn brings an inquisitive mindset and a client-first approach to every interaction. Outside of work, she enjoys camping, road trips with a good playlist, and spending time with her Golden Retriever, Harley.

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.

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)

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.

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.

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.

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.

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.

Tracey is an experienced Executive Assistant known for her approachable nature, professionalism, and calm confidence, partnering closely with C‑suite executives and senior leadership teams in fast‑paced, complex environments. Passionate about working behind the scenes, Tracey takes pride in enabling executives to focus on clients, deliver results, and perform at their best. Outside of work, she enjoys taking her kayak out and spending time with family.

Marcel is currently completing his Professional Year on the pathway to becoming a financial adviser. He holds a Graduate Diploma of Financial Planning and is passionate about helping clients feel more confident, informed, and supported as they work towards their life goals and dreams. Having grown up in Germany and Switzerland, he now calls Australia home. Marcel brings a unique perspective, strong work ethic, and genuine care to his role. Outside of work, he enjoys functional fitness, exploring the outdoors, and spending quality time with his young family and golden retriever.

With a background spanning architecture, project management, and financial services, Oliver brings both analytical thinking and creativity to his work. His ability to balance big-picture strategy with attention to detail helps clients feel supported, understood and confident.

With nearly two decades of experience in financial planning, Jess brings a wealth of knowledge, reliability, and care to her role as a Client Services Officer. She is passionate about supporting clients and advisers alike, ensuring every interaction is handled with attention to detail and a genuine commitment to exceptional service. Jess prides herself on building strong, lasting relationships and helping clients feel confident and supported throughout their financial journey. Her approachable nature and dedication make her a trusted part of the client experience. Outside of work, Jess enjoys staying active and making the most of the outdoors. You’ll often find her at an AFL match, in her garden, camping, or keeping fit at the gym.

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.

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.