Coastwealth

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Coastwealth
Category: Accounting Services

Key contact details for Coastwealth
Phone
07 5452 7205
Email
Email business
Website
www.coastwealth.com.au
Address
Suite 7 â, Maroochydore Qld, 4558
 

Accounting

Financial Planning

Retirement


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Business profile

In 2013 the first arm of the CoastWealth named group was opened, with Coast Wealth Services, with the issue of our own Australian Financial Services Licence which has been issued by the Australian Securities and Investments Commission We have specialists across a diverse range of advice areas including Personal Protection, Superannuation Planning, SMSF Advice and Strategies, Retirement & Aged Care Planning, & Wealth Creation Strategies to deal with clients of all sizes and needs As the needs of our clients grew, so did Kevin P Scambler & Associates, with three full time accountants on board providing a tax and accounting service Kevin also held a Diploma in Financial Planning and our clients were able to benefit from Financial Planning Advice too

  • Business profile

    In 2013 the first arm of the CoastWealth named group was opened, with Coast Wealth Services, with the issue of our own Australian Financial Services Licence which has been issued by the Australian Securities and Investments Commission We have specialists across a diverse range of advice areas including Personal Protection, Superannuation Planning, SMSF Advice and Strategies, Retirement & Aged Care Planning, & Wealth Creation Strategies to deal with clients of all sizes and needs As the needs of our clients grew, so did Kevin P Scambler & Associates, with three full time accountants on board providing a tax and accounting service Kevin also held a Diploma in Financial Planning and our clients were able to benefit from Financial Planning Advice too

Coastwealth's Keywords

Accounting | Financial Planning | Retirement | Financial Services Licensee