Coastal Wealth Directions is all about empowering you to build your financial wellbeing

We partner with Personal Financial Services LTD who support us to provide a full and diverse range of services to our clients while meeting all our regulatory obligations.

Tania Powick
Founder, Financial Planner

Tania has nearly 30 years experience in financial services, with a background in accounting and business services before specialising in financial planning for the past 20 years.

Her passion for empowering others to create secure financial futures led her to launch Coastal Wealth Directions in 2012. Tania’s financial knowledge and technical expertise is coupled with an enquiring and empathic nature, so she is able to help clients clarify their goals, then work with them to create solutions

Tania’s dedication to improving lives through better financial education runs deep. She is actively involved in the community in various volunteer positions and often lends her time to do presentations around financial matters for community groups . Learn more >

Caron Collins
Financial Planner

Caron has been working in financial services for over 17 years and has a wealth of experience in all aspects of financial planning.

Caron started her career working in accountancy and moved to the world of financial planning 10 years ago. Caron loves to make a difference and excels in working with our clients to understand their needs and help them with strategies to unlock their financial potential.

She is great at keeping our clients organised and helping them through the maze of financial options that can sometimes be overwhelming. In her spare time, you’ll find her picking up the odd award for game fishing and working on her technique at kickboxing!

Bernadette O’Sullivan
Client Services

Bernadette brings a depth of experience to head up the Client Services role at Coastal Wealth Directions. Bernadette holds a Certificate IV Business Administration and has worked in various private and public organisations in regional NSW since moving to the Macleay Valley in 2011

Bernadette has a strong focus on customer service and efficiently manages the processes, systems and workflows, to ensure that all client needs are looked after.

In her spare time, you’ll find her running around after her 3 children and organising the family cattle business!

A fresh approach

We take a values-based approach to financial planning to create a strategy tailored to your vision for your best life.