Job Description
Coastal Advisory Australia Pty Ltd – Brisbane QLD
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Financial Adviser | Brisbane
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Are you ready to take the next step with a growing national advice business?
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Imagine spending your day having meaningful conversations, building trusted client relationships and helping people make confident decisions about their future—supported by experienced teams who help bring your advice to life.
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Coastal Advisory Australia is continuing to grow, and we're looking for an experienced Financial Adviser to join our Brisbane team and play an important part in what comes next.
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What will you be doing?
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You'll work with new and existing clients to understand what matters to them, develop quality strategies and provide advice that makes a genuine difference.
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You'll:
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build trusted, long-term client relationships;
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provide strategic advice across wealth creation, superannuation, investments, retirement planning and personal insurance;
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identify opportunities to help clients achieve more;
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grow your client portfolio through referrals, new opportunities and Coastal's marketing activity;
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collaborate with specialists across lending, accounting, insurance, aged care and Centrelink; and
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maintain high standards of advice,
compliance and client care.
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Is this you?
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You care about the quality of your advice and the relationships you build—not simply the next transaction.
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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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strong technical knowledge and advice capability;
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confidence building relationships and explaining complex information clearly; and
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a commercial mindset grounded in positive client outcomes.
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Why Coastal?
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Coastal is a national advice business built through organic growth and acquisition, creating new opportunities for our clients and our people.
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You'll be supported by experienced Client Service and Technical Support teams, up-to-date systems and specialists across our broader service offering—giving you more time to focus on quality advice and strong client relationships.
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You'll also have access to ongoing professional development, career progression opportunities and employee benefits supporting your wellbeing, development and financial health.
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Due to high application numbers, only successful candidates will be contacted.