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

Customer service:

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

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.

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Meet Our Team

With 17 years plus years experience, Craig is one of two directors and has been in the financial services industry since 2001. He is a Certified Financial Planner that holds a Diploma of Financial Planning, Diploma of Business and is a Commissioner for Declarations Officer.

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.

Carly has 13 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.

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.

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.

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.

Robin has 1 year of experience as a planner and holds a Bachelor degree of Business, majoring in Accounting. .

Richard has 6 years industry experience and holds a Bachelor of Business, Master of Professional Accounting, Diploma of Financial Services (FP).

Annabelle has 10 years experience and holds a Certificate IV in Accounting, Certificate IV in Business, B.Com Concordia University.

With 25 years plus experience, Mark is one of two directors and has been in the financial services industry since 1993. He is a Certified Financial Planner that holds a Diploma of Financial Planning, a Bachelor of Commerce and is a Commissioner for Declarations Officer.

Margaret has been a member of the Coral Coast Financial Services team since 2002, on and off. She holds an Advanced Diploma of Financial Services – Financial Planning and is a Commissioner for Declarations Officer.

Claire has 14 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.

Martin has been a member of the Coral Coast Financial Services team since September 2014 and has been in the financial planning industry since 2000. He holds a Diploma of Financial Advising and a Graduate Certificate in Applied Finance and Investment 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 Diploma of Financial Services – Financial Planning.

Dylan has 3 years experience as a planner and holds a Bachelor of Business (Accounting), Diploma in Financial Services (FP) and has been a Coral Coast member since April 2016.

Chartered Accountants Program, Bachelor of Commerce (Accounting) has been a member of CCA since October 2016. Kishor has 5 years industry experience.

Suzanne has 6 years industry experience. 

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