Strategic financial advice in Sydney, powered by national insight.

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.

Tom Momsen is one of Coastal Advisory Australias Principals and a Senior Financial Adviser. Starting his career in 2007 in financial advice and qualifications in commerce and financial planning, Tom brings expertise, warmth, and a relationship-first approach. He’s passionate about helping clients build stress-free futures and believes trust is key to success. Outside work, Tom enjoys connecting with people and creating lifelong friendships through his role as a financial adviser.

Janelle Kirk is a Senior Financial Adviser at Coastal Advisory Australia. With 52 years in finance – including over 20 in banking and financial planning – she builds trusted relationships through tailored, holistic advice. Janelle holds a Masters in Financial Planning and is passionate about helping clients retire smiling. Her approach adapts to each life stage, always listening first. Outside work, she enjoys tennis, pickle ball, gym and Pilates, time with her husband Wayne, and volunteering with the Hunter Melanoma Foundation

Jacob LoCascio is a Financial Adviser at Coastal Advisory Australia. He helps everyday Australians access high-quality advice and build lasting financial confidence. With over a decade’s in the industry  a decade’s experience as a Financial Adviser, Jacob brings empathy, professionalism, and a relationship-first approach to every client interaction. Inspired by his parents’ GFC experience, he’s committed to making a positive impact. Outside work, he enjoys family life, Newcastle’s outdoors, and cheering on the Knights.

Rhys Moller is a Financial Adviser at Coastal Advisory Australia’s Newcastle office. With five years in financial services, he helps clients build financial confidence through tailored strategies and education. Rhys holds a Bachelor of Business and a Graduate Diploma of Financial Planning. He’s passionate about improving financial literacy, especially among young Australians. Outside work, Rhys enjoys beach time with his wife Annie and kids Zoe and Lachlan, cheering on the Knights, and exploring new destinations with great food and sunshine.

Shantel Evans is a Financial Adviser at Coastal Advisory Australia. With over 18 years in financial services, she helps clients achieve their goals through tailored, holistic strategies. Shantel holds a Master of Financial Planning and applies behavioural insights to refine investment decisions. She’s passionate about building long-term relationships and empowering clients through education. A proud Newcastle local, Shantel coaches kids’ sports and enjoys time with her husband Mitch and two children, Harry and Poppy, and their dog, Rox.

Kristy Coulin is a Financial Adviser at Coastal Advisory Australia. With 20 years in financial services, including roles in client service and office management, Kristy brings deep experience and a strong client focus. She holds a Bachelor of Business, a Diploma of Financial Services, and has completed her Graduate Diploma. Kristy specialises in retirement planning, super strategies, and simplifying complex decisions. Outside work, she enjoys weekends in Forster with her husband Adam and experimenting with new recipes.

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.

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.

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.

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.

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.

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.

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.

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.