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Females employed in the non-profit sector

Posted on June 11, 2024

Meet the Team at Coastline Advice: Leading Financial and Mortgage Experts in Victoria’s Coastal Region

Coastline Advice: Leading the Way in Financial Empowerment for Women

Coastline Advice, a prominent financial advice and mortgage broking firm with offices along the Victorian coastline, is making waves in the finance industry with their dedication to bridging the gender gap and empowering women.

Since 2002, Coastline Advice has been instrumental in helping individuals in Torquay, Anglesea, Barwon Heads, and Wonthaggi achieve their financial goals. With a professional team predominantly made up of women, the firm is committed to providing a different approach and outlook that resonates with clients.

Julie Penfold, the Senior Financial Adviser at Coastline Advice, brings nearly three decades of experience to the table. Having previously owned a successful financial advice business in Barwon Heads, Julie is now a key mentor in the Coastline team, guiding up-and-coming women in the business and helping them reach their full potential.

Julie’s passion for cultivating long-term relationships with clients and advocating for equal representation of women in finance has earned her a nomination for the ASTRUM Cultural Champion Award. She believes that having more women in finance is essential for providing the guidance and support that clients need without feeling intimidated.

Evelyn Ounsworth, the accredited Mortgage Consultant for Coastline Advice, also plays a crucial role in empowering women through financial independence. With a background in institutions like Bank of Melbourne and Westpac, Evelyn has witnessed firsthand the transformative power of financial freedom for women.

Through their expertise and approachability, Julie, Evelyn, and the team at Coastline Advice create an environment where clients feel motivated and supported throughout their financial journeys. Whether it’s property ownership, financial stability, or achieving financial goals, Coastline Advice is dedicated to helping individuals along the Victorian coastline attain their full financial potential.

For a free consultation with Julie, Evelyn, and the team at Coastline Advice, you can reach them at 5264 7700 or visit their website at coastlineadvice.com.au. Join the many individuals who have already benefited from their expert financial guidance and support.

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