Women working in the for-purpose sector

Coastline Advice is a leading financial advice and mortgage broking firm with offices in Torquay, Anglesea, Barwon Heads and Wonthaggi.

Since 2002, they have helped countless individuals along the Victorian coastline to not only envision, but also attain their full financial potential.

Dedicated to bridging the gender gap in finance, Coastline Advice boasts a professional team largely consisting of women.

Through their mentoring program, they have created a pathway for many local women to thrive in the finance industry, which in part has earnt them a nomination for the ASTRUM Cultural Champion Award.

Julie Penfold is the Senior Financial Adviser at the firm.

 

Julie has been helping reshape the Bellarine’s financial narrative for nearly three decades.

Once owning a thriving financial advice business in Barwon Heads, Julie has now joined the team of senior financial advisers at Coastline Advice.

Julies greatest joy is cultivating long-term relationships with clients and guiding successive generations towards financial freedom.

She’s been a trailblazer in the finance industry and continues to advocate the importance of having women in finance.

“There are very few women in finance, yet there is a significant need as we provide a different approach and outlook which can resonate better with some clients,” Julie said.

“It’s imperative to have equal representation so women can access the guidance they need without feeling intimidated.”

Julie continues to be a key mentor in the Coastline team, guiding up and coming women in the business and helping them achieve their full potential.

Beyond her career, Julie actively contributes to her community and has been nominated for a Women in Community Life award by the City of Greater Geelong.

Her dedication to both her profession and community exemplifies her unwavering commitment to making a positive impact in the lives of others.

Evelyn Ounsworth is the accredited Mortgage Consultant for Coastline Advice.

Evelyn chose a career in finance because of the genuine connections she builds with clients and the positive impact she can have on their financial well-being.

With experience at institutions like Bank of Melbourne and Westpac, Evelyn found her niche as a mortgage broker, blending property, finance, and customer service seamlessly.

Throughout her career, Evelyn has witnessed the transformative power of financial independence, particularly among financially empowered women.

“Working with these financially savvy women made me realise the importance of financial freedom for women and I wanted to extend this to others,” she said.

“Once you grasp the fundamentals of finance, you understand that milestones, like property ownership and financial stability are not just aspirations but attainable goals.”

With her expertise and approachability, Evelyn is able to create an environment where her clients feel motivated and supported throughout their financial journeys.
Coastline Advice offers a team of expert financial professionals ready to assist.

Phone Julie, Evelyn and the team on 5264 7700 for a free consultation or head to coastlineadvice.com.au for more.