TEAM

Meet the Coastline Private Wealth Key People

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

Graduate Diploma in Applied Finance and Investment

Graduate Diploma in Financial Planning

Bachelor of Commerce (Finance and Marketing)

Financial Services Experience

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

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

Graduate Diploma in Financial Planning

Bachelor of Commerce (Finance and Banking)

Financial Services Experience

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

kristelle harris

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

Bachelor of Commerce (Finance, Management & Business Law) Advanced Diploma in Financial Planning

Financial Services Experience

Financial Adviser | Sense Wealth Management

Client Service Officer | RI Advice

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

Diploma in Financial Planning

Financial Services Experience

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