Technical Services Associate – Financial Advice Support Brisbane

06 Nov

Coastal Advisory Australia

Brisbane

06 Nov

Coastal Advisory Australia

Brisbane

Coastal Advisory Australia Pty Ltd in Brisbane is seeking an experienced Associate, Technical Services to join our Client & Technical Services team. This technical, quick-paced role supports Financial Advisers by turning advice strategies into tangible client outcomes.

You will prepare SOAs and ROAs, coordinate implementation across superannuation, investments, insurance and pensions, and maintain accurate client records. Solid attention to detail and proactive problem solving are essential.
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📌 Technical Services Associate – Financial Advice Support Brisbane
🏢 Coastal Advisory Australia
📍 Brisbane

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