Nelson Bay

Financial Services office

Nelson Bay

Building on a nationwide heritage of leading financial services and expert advice to businesses and individuals from all walks of life, we have the reputation of being the financial adviser Port Stephens locals can rely on for a good reason.

We deliver advice and services that are tailored to your own specific needs, and we are apartner to your financial success and health at every step of the way

Our Financial Advisors

John Morello

Advisor Profile

Trent Shanahan

Advisor Profile


Nelson Bay

Suite 14, First Floor,
Corner Donald & Stockton
Streets, Nelson Bay
NSW 2315
02 4981 4768

Office Hours

Monday 8:30am–5:00pm
Tuesday 8:30am–5:00pm
Wednesday 8:30am–5:00pm
Thursday 8:30am–5:00pm
Friday 8:30am–5:00pm
Saturday Closed
Sunday Closed

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