About Us

/About Us
accounting

More than just Accountants & Business Consultants

Coastal View Financial Services

About Us

Coastal View Financial Services is a highly reputable and globally respected Accounting and Business Services Company, located in Cowes on Phillip Island. Established sixteen years ago in 2001, our operations and practice are backed by over 50 combined years of success and growth, with a team offering extensive experience in the Accounting and Business Management Industry. Having successfully guided countless individuals and businesses through financial challenges with positive and rewarding outcomes, as well as significant and ongoing contributions with support for the community.

Our team is a collection of professional and cordial individuals, who are always ready and willing to offer their expertise to you. We integrate our personnel skill-sets and experience – covering all areas of personal and commercial accounting matters, with the standard accounting & business management techniques and trendy software & tools in all our operations, and we will always strive to deliver safe and highly efficient services.

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Our Vision

(what we do every day)
Every day we assist you on your journey to achieve your goals in business and in life.

Our Mission

(what we are striving to become)
We will be regarded as the regions leading firm for building better businesses, creating better work/life balance, and improving your ability to do what you love because we will handle the rest.

Our clients will recommend us for our mentoring, that they work smarter not harder, and our ability to grow and protect their wealth.

Our Values

(how we will achieve our vision)
Integrity & Trust
Leadership & Mentoring
Passion & Accountability
Fun

Our Team

The Coastal View Financial Services are a dedicated team of hardworking, licensed and certified professional accountants – specifically screened and trained with market leading standards and perspectives, such that our goals are always kept in sight and delivering beyond our clients expectations.

Director

Simon Manning

Tax, Small Business & Superannuation Specialist

With 35 Years Experience in Accounting & Finance Industry Simon has worked with all types of Small Businesses helping them grow and develop and protect their wealth.

Outside work have many varied interests and involved with several community organisations, A Director of Your My sunshine foundation, Director and Treasurer of Newhaven College and been on organising committee of the Cowes Classic Biathlon & Swim Classic for over 26 Years.

Qualifications

  • Bachelor of Business
  • Certified Practising Accountant
  • Diploma in Financial Planning
  • Specialist SMSF Adviser
  • Registered SMSF Auditor
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Jodie Ross

Head Of Accounting & Bookkeeping Services
Over 25 Years experience in Public Practice Certified Xero Advisor

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Max Mattock

Trainee Accountant
Certified Xero Advisor

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Julie Cooper

Bookkeeper & Superfund Administrator
Certified Xero Advisor

Deb Robinson

Office Manager & Bookkeeper
Certified Xero Advisor

Gail Widmer

Admin Services

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