Coastwealth Financial provides personalised advice for Wealth Accumulation, Superannuation and Self Managed Superannuation planning, all aspects of Retirement Planning and Personal Insurance to help you get to your financial goals and protect your family along the way.
Coastwealth Financial has advisers that specialise in these different advice areas and all advisers are registered Tax (Financial) Advisers with the Tax Practitioners board.
Initial meetings are no cost, no obligation so make an appointment to sit down with a Coastwealth adviser to discuss your financial planning goals.
Coastwealth has a group of trusted professional partners in complimentary Financial Services industries to ensure our clients always get the best of advice and service.
Director and Financial Adviser
Paul has been with the business since March 2008 as a Financial Adviser and in June in partnership with Scott Fawke purchased Coastwealth Financial.
After spending 13 plus years in Banking with one of the big 4 banks, in 2000 Paul was drawn to the relationship nature of financial advising and commenced his Financial Advising career with AMP, a well historied company in Australia’s financial advising landscape.
Paul understands that every client’s situation is unique and each provides a different challenge but seeing those challenges overcome is always one of his favourite parts of working with clients.
Paul specialises in formulating strategies for Self Managed Super Funds, Wealth Accumulation and Personal Insurances.
Paul is a keen golfer and is a member at Pelican Waters Golf Club. He is also a proud member of the North Queensland Cowboys, whom he passionately supports, and is a cricket and basketball tragic.
Paul is a member |239296| of the Association of Financial Advisers Ltd. Paul is also a registered Tax (financial) Adviser |25181819| with the Tax Practitioners Board
Paul Crothall is a Director and Sub-Authorised Representative |239738| of Coastwealth Financial Aust Pty Ltd, a Corporate Authorised Representative |1255421| of Ausure Pty Ltd AFSL 238433
Michael commenced working in the financial services industry within the banking sector in 1991 across NSW, ACT and QLD. In that time, he worked in various roles including both commercial and residential lending. It was then in September 2001 he made the move into Financial Advising.
Since then he has worked within different bank financial advising departments along with external private practices, continually learning and developing his own skills and practices. Michael has operated his own business model since 1999, focusing on strategies and the client relationships.
Michael prides himself on being able to provide holistic solutions to each client’s situation and to continually work with them to build and protect their goals and objectives as well as other life issues that arise over time.
Michael loves to work in and has significant experience in all areas of financial advising, especially in pre and post retirement, Aged Care and debt management. He also has a passion to help establish young adults on the path to financial freedom, trying to dispel the myth of having to already have wealth to seek financial advice.
Michael has an Advanced Diploma in Financial Services (Financial Advising), Certificate IV in Financial Service (Mortgage Broking), Certificate III in Banking Services and accreditation to deal with Direct Shares.
Scott is not only a Director of Coastwealth Financial Aust Pty Ltd but also the Managing Director of Ausure Coast & Country. Scott started in the insurance Industry in 1993, achieved his Diploma in Financial Services in General Insurance in 2000 and most recently his Diploma in Financial Planning in 2012. Over the last 21 years, Scott has held senior roles with Global Insurance Companies and Large National Brokers.
Whilst Scott doesn’t provide advice within Coastwealth his ability to find solutions for the most complex of General Insurance programs is one of his points of difference. No risk is too big or small, easy or hard for Scott to find an insurer willing to take on the risk. This provides a strategic benefit for Coastwealth’s clients when considering their general insurance needs.