About Us

​​“Our Mission is to be the premier financial planning and accounting firm in North Queensland by providing the highest quality financial advice and service”.

Our philosophy

Training:

Ongoing staff training and education programs within the business.

Cost Reduction:

Allowing the benefits from the development of effective cost reducing administration procedures, to flow to the clients.

Staffing:

Fostering a culture of self worth and individual importance that encourages participation and input into problem solving.

Customer service:

Building strong relationships with both internal and external customers. Valuing each customer’s needs as central to the business.

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Meet Our Team

Craig Armstrong photoWith over 20 years experience, Craig is one of two Directors. He is a Certified Financial Planner and holds a Diploma of Financial Planning, Diploma of Business and is a Commissioner for Declarations.

With 35 years experience in the industry, Ian Lane holds an MBA (Marketing), DipFinServ (FP), Cert IV FinSer (Mortgage Broking), Responsible Manager Courses Kaplan and is a Commissioner for Declarations Officer.

Sebastian has been a member of the Coral Coast Financial Services team since July 2004 and holds a Master of Financial Planning.

Sharon has been a member of the Coral Coast Financial Services team since March 2007. She holds a Masters and Advance Diploma of Financial Services – Financial Planning and is a Commissioner for Declarations Officer.

Claire has 18 years experience and has been a member of the Coral Coast Financial Services team since July 2004. She holds an Advance Diploma of Financial Services – Financial Planning and Certificate 2 in Business Administration and is a Commissioner for Declarations Officer.

Carly has 17 years experience and has been a member of the Coral Coast Financial Services team since July 2005. She holds an Advance Diploma of Financial Services – Financial Planning and Certificate 2 in Business Administration and is a Commissioner for Declarations Officer.

Cristy Joined Coral Coast in 2016, she has a Certificate in Office Administration and over 19 years experience in administrative roles. 

Carolyn joined Coral Coast in 2015, having previously worked for a firm amalgamated into Coral Coast. Carolyn has been in the industry for over 25 years and hold a Diploma in Financial Services. 

Sandra joined Coral Coast in 2021. Sandra has been in the industry for over 15 years and holds a Degree in Business. 

Emika joined Coral Coast in 2021, having previously worked in banking and finance. Emika has been in the industry for over 5 years and is studying to gain an Advanced Diploma in Financial Services. 

Bron joined Coral Coast in 2021. She has 11 years experience in the financial planning industry and holds a Certificate IV in Business Administration.

Donna joined Coral Coast in 2022. She has 17 years experience in administration and holds a Certificate in Business Administration.

Carmen joined Coral Coast in 2022. She has 7 years experience in the financial planning industry, holds a Diploma in Financial Planning and is study to gain a Bachelor of Business Financial Planning.

With over 20 years experience, Mark is one of two Directors. He is a Certified Financial Planner and holds a Degree in Commerce, a Diploma in Financial Planning and is a qualified accountant.

Rebecca has been a member of the Coral Coast Financial Services team since August 2013. She holds a Advanced Diploma of Financial Services – Financial Planning and a Bachelor of Business. She is studying a Masters in Financial Planning.

Russell has been a member of the Coral Coast Financial Services team since September 2014 and has been in the financial planning industry since 1988.

Joel joined Coral Coast in 2017, having previously worked for the United Nations and Citibank in Geneva. Joel has a Degree in Audio Engineering from the SAE Institute in Geneva and a Commercial Diploma. Joel is studying a Masters in Financial Planning.

Rachel joined Coral Coast in 2019 and has 11 years experience in Banking and Finance. Rachel is Tier 2 Accredited with FSRA and holds several business related qualifications. She is studying a Masters in Financial Planning.

Alex joined Coral Coast in 2021 and has 6 years experience in Banking and Finance. Alex has several business related qualifications and is currently studying a Degree in Business with financial planning qualifications.  

Chartered Accountants Program, Bachelor of Commerce (Accounting) has been a member of CCA since October 2016. Kishor has 6 years industry experience.

Kerry joined Coral Coast in 2021. She has 21 years experience as a Senior Accountant and holds a Bachelor of Accounting. 

Daniel has recently completed his Chartered Accounting qualifications, holds a  Bachelor of Commerce and has over 5 years experience. 

Zoya joined Coral Coast in 2020. She holds a Bachelor of Commerce, a Bachelor of Economics and has over 5 years experience. 

Suzanne has 20 years experience as a Bookkeeper and has been with Coral Coast since 2012. 

Annabelle has 15 years experience and holds a Certificate IV in Accounting, Certificate IV in Business and a B.Com Concordia University.

Brittney joined Coral Coast in 2020 and assists with administration and client services in Accounting.

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