April Shorter

As a Director and Financial Planner at Coastwise Wealth, I bring a disciplined, research driven and client centred approach to helping individuals make confident and informed financial decisions.

I hold formal qualifications including a Diploma of Management (DipMgt) and a Bachelor of Commerce (Financial Planning), which support the technical foundations of my advice.

My advisory style reflects Coastwise Wealth’s investment philosophy, emphasising clarity, discipline, diversification, long term stewardship and evidence-based decision making.

I am committed to ensuring clients remain informed and supported through structured review meetings, transparent communication and robust ongoing portfolio management.

I provide comprehensive financial advice across superannuation, retirement planning, wealth creation, investment management and cashflow structuring - tailoring each recommendation to my clients’ goals, circumstances and values.

I pride myself on my thoroughness, professionalism and the strong relationships I build with my clients and my focus is to consistently deliver high quality financial planning to all areas of Australia and help clients move forward with clarity and confidence.