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

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.

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

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.

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. 

Robin joined Coral Coast in 2017 after a number of years working in a variety of industries. Robin holds a Bachelors Degree of Business, majoring in Accounting and a Diploma in Financial Services (FP). 

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

Natasha joined Coral Coast in 2017 and has over 20 years administration experience. Natasha holds Certificate IV in Business Administration. 

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.

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.

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.

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.

Richard has 9 years industry experience and holds a Bachelor of Business, Master of Professional Accounting and a Diploma of Financial Services (FP). 

Jackie is an experienced financial planning professional with over 16 year’s industry experience. Jackie holds aAdvanced Diploma Financial ServicesDiploma Financial Services, Financial PlanningGraduate Diploma, Financial Planning and Bachelor of Business Studies, Finance, Massey University. Jackie joined Coral Coast in 2019. 

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, a Commercial Diploma.

Rachel joined Coral Coast in 2019 and has 11 year experience in Banking and Finance. Rachel is Tier 2 Accredited with FSRA and holds several business related qualifications.  

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

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

Lachlan started with Coral Coast in April 2019 after completion of an internship. Lachlan is currently completing a Bachelor of Economics degree. 

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