WEALTH
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team
Meet the Coastline Private Wealth Key People
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alastair fink Director Profile I am focused on educating you about investments that can meet your goals. Helping you understand the risks worth taking, and avoiding the ones that are not. I believe in a disciplined investment process to help you maximise your wealth, while mindful of protecting what you have worked hard to accumulate so far. Academic Qualifications Financial Services Experience Director - WA & SA | UBS Global Asset Management WA Business Development Manager | MLC London- Investment Communications Manager | London - Fixed Income Specialist | Edward Jones WA - Financial Adviser | ANZ Wealth Management
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joel sharp Director Profile I have a passionate belief in the value of financial advice, specifically in the importance of securing your income today, tomorrow and for the ones you love. It is this passion that drives me to work closely with you to ensure you are well informed and educated as to how your strategies will provide you with this peace of mind. Academic Qualifications
WA Business Insurance Specialist | NAB Financial Planning WA Business Development Manager | MLC VIC Corporate & Group Insurance Sales Manager | MLC VIC Training and Insurance Specialist | ASGARD WA General & Mortgage Insurance Manager | NCUIS |
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charlotte mcginn Financial Planning Assistant Profile I am passionate about understanding your financial needs. My focus is giving you the peace of mind that strategies are being implemented accurately and efficiently. My goal is to make sure everything runs smoothly for you, handling any queries you might have and fixing things when they go astray. Academic Qualifications Financial Services Experience Client Services Manager - Demeter Wealth Management General Insurance Business Development Manager- Allianz Australia Broker Assistant - E.D'A Insurance Brokers |
kristelle hilton Financial Adviser Profile I am driven to understand the important aspects of your financial life today and to find appropriate solutions to provide you with security tomorrow. I enjoy listening to your unique goals and demonstrating how advice can help you focus on what matters most in your life. Academic Qualifications Financial Services Experience Financial Adviser | Sense Wealth Management Client Service Officer | RI Advice
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General Advice Warning
Oreana Financial Services General Advice Warning
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