Job Description

Coastal Advisory Australia Pty Ltd – Melbourne VIC

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Join a business where your focus is advice!

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At Coastal Advisory Australia, we believe great financial advice changes lives. As one of Australia's fastest-growing privately owned advice businesses, we're building something different - a national advice firm that combines the resources of a large organisation with the culture and flexibility of a local practice.

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We're looking for an experienced Financial Adviser to join our team and take over an established portfolio of existing clients, allowing you to focus on what you do best: building trusted relationships, delivering high-quality advice and helping clients achieve their financial goals.

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About the Role

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This is an opportunity to inherit an existing client book while continuing to grow your portfolio through referrals, client opportunities and the support of our marketing and business development initiatives.

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You'll work alongside experienced Client Service and Technical Support professionals, allowing you to spend more time with clients and less time on administration.

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Your responsibilities will include:

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- Managing and developing an established portfolio of clients.
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- Building trusted, long-term client relationships.
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- Providing strategic financial advice across wealth creation, retirement planning, superannuation, investments and personal insurance.
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- Identifying opportunities to deepen client relationships and deliver additional value.
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- Working collaboratively with our lending, accounting, aged care and insurance specialists to provide holistic advice solutions.
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- Maintaining the highest standards of compliance, professionalism and client care.
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- Contributing to a culture of continuous improvement and collaboration.
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About You

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You'll be someone who genuinely enjoys helping clients make better financial decisions and values long-term relationships over transactional advice.

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You'll also bring:

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- Current ASIC Financial Adviser registration (or eligibility to provide personal financial advice in Australia).
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- Relevant qualifications that meet the Financial Adviser education standards.
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- Robust technical knowledge and advice capability.
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- Excellent relationship-building and communication skills.
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- A commercial mindset with a genuine commitment to client outcomes.
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- A collaborative approach and willingness to contribute to a positive team culture.
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Why Coastal?

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At Coastal, we've invested heavily in creating an environment where advisers can focus on advice.

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You'll benefit from:

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- An established client portfolio from day one.
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- Dedicated Client Service and Technical Support teams.
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- National specialist support across lending, accounting, insurance and aged care.
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- Modern systems and technology designed to improve adviser efficiency.
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- A collaborative leadership team that invests in your success.
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- Ongoing professional development and career progression opportunities.
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- The opportunity to be part of a growing national business with ambitious plans for the future.
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Most importantly, you'll join a business that believes quality advice, exceptional client service and strong relationships are the foundations of long-term success.

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📌 Financial Adviser (Victoria)
🏢 Coastal Advisory Australia
📍 Victoria