Who We Are

Quadrant Financial Planning Wodonga is a regionally based financial planning business with an office in Wodonga that maintains a close knit family feel, whist being licensed to one of Australia’s leading private financial services licensees Capstone Financial Planning.

Capstone is privately owned and operated organisation, which means they are not owned by a bank, fund manager or other financial institution. This allows Quadrant Financial Planning to offer tailored and flexible solutions to our clients, and to ensure that we act in their best interests.

Currently Quadrant Financial Planning Wodonga manages over $190 million in clients funds. We offer our clients a wide range of experience and understanding in all areas of Personal Superannuation, Corporate Superannuation for employers, Self-Managed Superannuation Funds Advice and Administration (SMSF’s), Retirement Planning, Investment Planning, Direct Shares – Buying and Selling, Savings & Wealth Creation strategies, Salary Packaging Advice, Risk(Personal Insurance) protection, Estate Planning Considerations, Mortgage lending and Centerlink advice & maximization strategies and Specialist Aged Care Advice.

Stephen Coulston - Financial Planner

quadrant Stephen Coulston STEPHEN COULSTON Adv. Dip. FS (FP) - has worked in the Financial Services Industry since 1986. Stephen has a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Services (Financial Planning), a Certificate IV in Financial Services (Finance / Mortgage Broking) and a Diploma of Financial Services (Finance / Mortgage Broking Management). Stephen is a member of the MFAA (Mortgage Finance Association of Australia) & COSL (Credit Ombudsman Service Limited).

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STEPHEN COULSTON Adv. Dip. FS (FP)
Authorised Representative No 288523
Mobile No – 0400 595 312
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Melinda Stephens - Personal Assistant

quadrant Melinda Stephens 002

Melinda is a Personal Assistant and has been in the Financial Services Industry for a number of years. Outside of work Melinda is a very active member of the local community, involved in the Chiltern Football Netball Club, Chiltern Recreation Reserve Committee of Management and the Chiltern Red Cross, enjoys playing netball and spending time with family and friends.

Carla Coulston - Administrative Assistant

quadrant c coulston 002

Carla has now moved into the more senior role as an Administration Assistant in the office working with the rest of the team in the back office. Carla likes spending time with her family which include two teenage children. Carla also enjoys cooking and caring for her pets at home which are two cockatiels.

Neil Tolsher - Financial Planner

Neil Tolsher No 2 NEIL TOLSHER Adv. Dip. FS (FP) - has been in the Financial Industry since 2002. Neil has an Advanced Diploma in Financial Services and is able to provide advice on - Guidance on Budgeting and Goal Setting, Savings and Wealth Creation Strategies, Investment Planning, Superannuation Planning, Pre-retirement Planning, Retirement Planning, Estate Planning Considerations, Centrelink Planning, Risk and Insurance Analysis, Business Succession Planning, Salary Packaging Advice & Gearing Strategies. Neil is also an Aged Care Professional providing advice to individuals and families who are dealing with complexities of puttting someone into Care or Nursing Facilities and require assistance in dealing with the myriad of rules and paperwork.

Neil is also a member of the Credit Ombudsman Service Limited.

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NEIL TOLSHER Adv. Dip. FS (FP)
Authorised Representative No 285273
Mobile No – 0418 240 857
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Katie Taylor - Administrative Assistant

Taylor K Staff photo

Katie is an Administrative Assistant and has been in the Financial Services Industry for a number of years.

Katie has lived in the area for over 25 years. She started working in the Financial Planning industry in 2005 and completed a Cert III in Business Administration. Outside of work, Katie is a busy mum to 3 young children. Her family enjoys spending time in the outdoors – camping, fishing, bushwalking and bike riding.

Anita Hallandale - Administrative Assistant

Anita Hallandale 002

Anita has been working in the administration industry for a number of years and has been working in Administration/Reception at Quadrant Financial Planning for 3 years.

Outside of work Anita enjoys spending time with family and friends and loves to keep fit and active.