Do you want to spend more time advising clients—and less time on administration? Join one of Australia’s fastest-growing advice businesses and step into an established portfolio of clients from day one.
At Coastal Advisory Australia, you’ll be supported by experienced Client Service and Technical Support teams, giving you more time to build relationships, deliver quality advice and help clients achieve their goals.
The opportunity You’ll manage and grow an established client portfolio through referrals, new client opportunities and Coastal’s broader growth initiatives.
You’ll
- build trusted, long-term client relationships;
- provide strategic advice across wealth creation, superannuation, investments, retirement planning and personal insurance;
- identify opportunities to deliver greater value to clients;
- collaborate with specialists across lending, accounting, insurance, aged care and Centrelink; and
- maintain high standards of advice, compliance and client care
About you You’re an experienced adviser who values quality advice and lasting client relationships.
You’ll bring
- current ASIC Financial Adviser registration or eligibility;
- solid technical and strategic advice capability;
- excellent relationship-building and communication skills; and
- a collaborative, client-focused approach.
Why Coastal? Coastal is building a national advice business through strong organic growth and strategic acquisitions.
You’ll have an established client portfolio, experienced support teams, up-to-date systems and access to specialists across our broader service offering. You’ll also benefit from ongoing professional development, career opportunities and employee benefits supporting your wellbeing and financial health.
If you want to focus on clients, grow your career and help shape the future of a growing national business, we’d love to hear from you.
Due to high application numbers, only successful candidates will be contacted.
📌 Financial Adviser, Cairns
🏢 Coastal Advisory Australia
📍 Cairns
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