Ellen Mooney

Coastal Compass Financial Planning

Gold
18 Yrs Experience
Yanchep, WA 6035

At Coastal Compass Financial Planning, our specialty is providing comprehensive financial advice tailored to meet the unique needs of our clients.

We are dedicated to helping individuals and families achieve their financial goals through personalised strategies and expert guidance. By understanding your specific circumstances and aspirations, we create a customised plan to assist you in establishing a secure and prosperous financial future.

Our commitment is to be your trusted partner in navigating the complexities of your financial goals, offering clarity and confidence every step of the way.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

Get in touch

At a glance

  • Adviser status Gold
  • First year providing advice 2007
  • Years of experience 18
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Coastal Compass Financial Planning

128 Yanchep Beach Rd
Yanchep, WA 6035

Licensed by

Matrix Planning Solutions Ltd

AFSL 238256