Coastline Private Wealth
We help you to get your financial affairs in order, giving you time to focus on what matters most". Our Advice Methodology: We break down our advice into 3 distinct areas which we consider to be inter-related, which are Health, Wealth and Well-being. Each area plays a pivotal role in providing you with the best probability of reaching the goals you have set, while mitigating risk on the journey. In today's dynamic and complex world we believe in dedicated specialists that work together to ensure you get the best advice and timely implementation. This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, you should consider whether the information is appropriate in light of your particular objectives, financial situation and needs. Coastline Private Wealth is a Corporate Authorised Representative of Oreana Financial Services Limited ABN 91 607 515 122 AFSL 482234 Email: solutions@coastlinepw.com.au
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
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Dora Arguello
Wealth Advisor Assistant · Finance & Accounting
EmailPhone - AF
Alastair Fink
Director · General Business & Management
EmailPhone - KH
Kristelle Harris
Financial Adviser · Finance & Accounting
EmailPhone - NW
Nicole Wardlow
Wealth Advisory Assistant · Finance & Accounting
EmailPhone - RW
Rebecca West
Wealth Advisory Assistant · Finance & Accounting
EmailPhone - RS
Rowena Sarto
Wealth Advisory Assistant · Finance & Accounting
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Top roles at Coastline Private Wealth
4 distinct titles indexed · top 4 shown.
- 3wealth advisory assistant
- 1director
- 1financial adviser
- 1wealth advisor assistant
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