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Showing 1 - 2 of 2 results for "Coastal Advice"

Coastal Advice Group merges with Compass Financial Management

ELIZA BAVIN  |  THURSDAY, 14 MAR 2024
Coastal Advice Group (CAG) has continued its expansion plans by announcing it has merged with Port Macquarie financial advice firm Compass Financial Management. This comes after CAG also acquired both RI Advice Brighton and Wealth for Life Financial ...

Coastal Advice Group expands reach

CHLOE WALKER  |  WEDNESDAY, 6 DEC 2023
... acquisition of the firms, both based out of Adelaide, will see veteran advisers Steven Hampel and Rex Whitford join the Coastal Advice team. While RI Brighton specialises in superannuation, pensions, and investments, Wealth for Life Financial Planning ...
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