About Coleman Financial Group
Premium Financial Services Team
Our team may be small, but our services are extensive. We offer comprehensive solutions including financial planning, bookkeeping, business accounting, mortgage broking and SMSF compliance. Despite our broad capabilities, our values remain focused, we aim to be your trusted partner for all things financial, easy to reach, and committed to delivering expert advice with a personal touch.
Our Team
Darcy
Principal
Darcy, our Registered Tax Agent and Principal, handles all accounting tasks, including preparing, reviewing, and analysing financial statements and tax returns. He has a strong interest in SMSFs and is also a qualified mortgage broker.
Sharon
Principal
Sharon has over 30 years of experience in financial services, with expertise in banking, lending, compliance, and financial planning. She holds a Master of Financial Planning and is a Justice of the Peace.
Krishneel
Practice Manager
Krishneel is our Practice Manager and is based offshore. He has 15 years of experience in Accounting/ Management Information Systems. In his role as Practice Manager, he utilises his strong interest in systems and IT.
Gillian
Principal
Gillian sits on reception. Gillian ensures the smooth running of the office and manages the flow of client work in and out of the office. She will also liaise with the ATO on the client’s behalf in relation to lodgement extensions and tax debt payment arrangements.
Naveen
Senior Accountant
Naveen, our Senior Accountant, is located offshore in Fiji. Holding a Master's degree in Accounting and boasting more than fifteen years of experience in accounting and finance, Naveen is a dedicated lifelong learner. In his position, he handles various accounting tasks such as preparing, reviewing, and analysing financial statements, along with meeting tax compliance requirements.
Preston
Staff Support
Preston is our Financial Planning Staff Support Specialist, assisting with key administrative tasks to ensure seamless operations and exceptional client service. Currently pursuing a Graduate Diploma of Financial Planning, he is committed to enhancing his expertise and supporting our team with dedication and professionalism.
Our Location
- (02) 4344 7114
- admin@colemanfinancialgroup.com.au
- 1/234 West Street Umina Beach NSW 2257