TEAM
Meet the Coastline Private Wealth Key People
alastair fink
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.
Graduate Diploma in Applied Finance and Investment
Graduate Diploma in Financial Planning
Bachelor of Commerce (Finance and Marketing)
WA State Manager | Perpetual Investments
Director - WA & SA | UBS Global Asset Management
WA Business Development Manager | MLC
London- Investment Communications Manager | Deutsche Asset Management
London - Fixed Income Specialist | Edward Jones
WA - Financial Adviser | ANZ Wealth Management
WA - ANZ Graduate Program | ANZ Banking Group
joel sharp
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.
Graduate Diploma in Financial Planning
Bachelor of Commerce (Finance and Banking)
WA & SA Financial Protection Specialist | AXA / AMP
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
charlotte mcginn
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.
Diploma in Financial Planning
Client Services Manager | Demeter Wealth Management
General Insurance Business Development Manager | Allianz Australia
Broker Assistant | E.D’A Insurance Brokers
Claims consultant | Admiral Insurance Group Cardiff