The team of financial professionals at Coral Horizon are driven forward by one defining philosophy; dedication. Every single Coral Horizon staff member is simply dedicated to delivering our clients with accounting and taxation strategies that actually work for them and their businesses.
Since 2005, Anne Cavenagh has been striving to develop a work environment for her staff that brings out their full potential by enriching their work life experience. Our state of the art premises in the heart of Cockburn Central were developed to allow both our clients and staff the best possible environment to create accounting solutions.
Our entire staff is dedicated to ensuring that Perth’s southern suburbs receive a quality of accounting that exceeds all expectation and right in their backyard! We have always embraced working with different people, in different financial positions who are facing a wide range of financial challenges. Our approach is collaborative in nature, meaning that our staff work with our clients to create accounting and taxation solutions that work towards a simply better financial future. The Cockburn Central location is built in a way which promotes collaboration, which results in the development of truly better relationships.
For the staff at Coral Horizon, the dedication and collaboration we have with our clients is quite simply the only way we would choose to conduct our business. We are here to develop strategies with you, for you. For us, there is no other way.
Principal, Senior Planner & Mortgage Broker
Anne has more than 18 years’ experience in financial planning, banking and finance. Her experience extends across the full range of financial planning services with an emphasis on strategic planning, incorporating investment strategies, personal insurance strategies, direct equities advice and superannuation. Anne has extensive market understanding, analytical skills and experience in portfolio construction, including analysis, research and remedial strategies. Anne is also a finance broker and can negotiate loans with a large panel of lenders. Most lenders have different criteria when assessing the credit worthiness of a proposal and understanding the lender’s requirements is critical to constructing a portfolio where leveraging is a part of the process. Anne spent 9 years with Westpac Banking Corporation, providing financial planning and banking services, before joining Macquarie Bank in 2004 as a strategic portfolio manager and stock broker. Anne is a member of SPAA (Superannuation Professionals Association of Australia). Anne also holds an Advanced Diploma of Financial Planning and is studying towards a Master in Financial Planning.
Josh holds a Bachelor of Commerce (Finance and Banking) from Curtin University and both the Diploma and Advanced Diploma of Financial Planning from Kaplan Professional. He is a member of the Financial Planning Association of Australia (FPA). He is continuously putting time into his ongoing professional development and is aiming to become a Certified Financial Planner within the forth coming years. Josh has been involved in the provision of wealth management and financial advice since 2013. He specialises in providing a range of advice and focuses his attention on helping clients achieve a higher level of financial security and certainty. Josh’s passion is financial planning and helping clients achieve all that is important to them. He enjoys working closely with clients by helping them achieve both their financial and lifestyle goals and objectives. Outside of work, Josh enjoys spending time with his family and friends. Josh is a sporting enthusiast, he enjoys playing football, watching sports and lives an active lifestyle.
Rebecca joined Coral Horizon Finance in May 2011, and has since moved into the Practice Management role. Rebecca manages the day to day running of the business and the team, ensuring the group’s back office processes and procedures run smoothly and efficiently. Rebecca is highly focused on the business‘s valuable clients and their expectations. Rebecca holds a Certificate IV in Finance and Mortgage Broking and a Certificate IV in Property Services (Real Estate). Rebecca’s previous experience includes a number of years in a senior management position of State Visual Merchandising Manager, where she played a pivotal role in managing people, and developed a vast range of skills within management. During her time in this role she received her Certificate IV in Leadership and Management.
Client Relationship Manager
Tina joined Coral Horizon in March 2017, and is thoroughly enjoying working in our client friendly office. Her main role focuses on assisting our 2 Financial advisers in providing high level support to a range of clients within the business. Tina ensures that all clients experience the same high standard of service and expectations. Tina has been in the financial planning industry since 2009 doing various roles from Client Services, Para planning and Compliance. Tina’s experience extends across the full range of administration services with an emphasis on customer service. Tina is in the progress of completing her Diploma in Financial Planning. Away from work, Tina enjoys spending time with her and family & friends, especially participating in her children’s sporting activities as well as looking after her 2 pet puppies.