Company History
Established in 1983 (formerly know as Macey Investment Services) the firm has been providing financial services to the South Coast, Illawarra, Southern Tablelands and Far South Coast with clients now spread across the globe thanks to modern technology and a desire for clients to continue dealing with us even though they have moved overseas.
In the early days the team consisted of a financial planner and a part time assistant whereas today the team has expanded to two financial planners and a full support team, including a paraplanner, two client services managers and an administration assistant.
The Team
DARREN MADGE – FINANCIAL PLANNER / DIRECTOR / RESPONSIBLE MANAGER
Darren has been in the financial services industry since 1994 and is well qualified in all aspects of financial planning. He has a Diploma of Financial Planning and is a Certified Financial Planner.
Darren is the Director and Responsible Manager of South Coast Wealth Management and has built a strong and secure company which is committed to providing service excellence to clients.
KAYLEIGH PATMORE - FINANCIAL PLANNER / DIRECTOR
Kayleigh has been a financial adviser since January 2008, prior to becoming a financial adviser Kayleigh worked within the industry as a Business Manager. Kayleigh's previous positions have been management roles in both the private and public sectors.
Kayleigh has a Diploma in Financial Services (Financial Planning) and an Advanced Diploma in Financial Services (Financial Planning) and was awarded her Master's in Financial Planning degree in early 2018.
In addition to Kayleigh's all-round financial planning knowledge her background within the financial services industry has seen her specialise in aged care financial planning and brings a wealth of knowledge for those moving into or already residing in residential aged care.
LEONIE MUTCH – CLIENT SERVICES MANAGER
KATRINA ATKINSON – CLIENT SERVICES MANAGER
Leonie and Katrina are our behind the scenes support team that allow Darren and Kayleigh to deliver high quality advice and are your first point of contact.