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Our Team

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JAKE SIDDLE

Founder / Senior Financial Planner

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MELISSA SINCLAIR

Principal / Senior Financial Planner

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We look forward to working with you to achieve your goals.

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Midcoast Financial Planning Group Pty Ltd trading as Midcoast Financial Planning Group is a Corporate Authorised Representative of RI Advice Group Pty Ltd, ABN 23 001 774 125 AFSL 238429. 

The information (including taxation) contained within this website does not consider your personal circumstances and is of a general nature only – unless otherwise stated. You should not act on it without first obtaining professional advice specific to your circumstances. This website holds information for Australian Residents only.

Important: We take your privacy very seriously and as such we will never ask you to transfer money via email request unless we have spoken to you in person or the transfer is between existing arrangements we already have in place with you. If you receive any such request that are outside the arrangements we have in place with you please contact our office immediately to confirm the validity the request before you do anything.

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JAKE SIDDLE

Founder / Senior Financial Planner

Jake has been providing advice to individuals and small to medium businesses since 2002.

Qualifications:

  • CERTIFIED FINANCIAL PLANNER™ Practitioner
  • Diploma of Financial Planning
  • Justice of the Peace
  • Aged Care Steps Accredited adviser
  • Direct Equities and ETFs Program

MEMBERSHIPS AND ASSOCIATIONS

  • Authorised Representative of RI Advice Group Pty Ltd
  • Financial Planning Association of Australia Member
  • Member of the Tax Practitioners Board – Individual tax (financial) adviser

PERSONAL INTERESTS

Outside of work, Jake is a loving husband to Karen and the father of 3 young boys. He is a keen martial artist with a passion for Brazilian Jiu Jitsu.

MELISSA SINCLAIR

Principal / Senior Financial Planner

Melissa has been working in the financial planning industry since 2007.

Qualifications:

  • Diploma of Financial Planning

MEMBERSHIPS AND ASSOCIATIONS

  • Authorised Representative of RI Advice Group Pty Ltd
  • Financial Planning Association of Australia Member

 PERSONAL INTERESTS

Melissa and her husband Jade are raising their three young children on a small six-acre property in Bulahdelah. With a love for soccer, they are both active committee members with the local Bulahdelah Bullets soccer club and love spending quiet weekends at home with their family and their border collies.