Do you love the technical side of financial advice and want to build a career towards becoming a Financial Adviser?

Who we are

At Coastal Advisory Australia, we are a growing national business, bringing together the expertise and resources of a larger organisation with the personalised service of local advice, accounting & lending teams. As we continue to grow, we’re also creating new opportunities for our people to develop, specialise and build rewarding careers.

The opportunity

As we continue to grow, we’re looking for an experienced Associate to join our Client & Technical Services team. This is a fast-paced role where you’ll work alongside Financial Advisers to transform advice strategies into exceptional client outcomes, while developing the technical knowledge and practical experience to progress your career towards becoming a Financial Adviser.

Through our Coastal Academy and structured Professional Year (PY) pathway, you'll have access to dedicated learning, coaching, supervision and practical development to support your progression from Associate through to becoming an Adviser.

The impact you’ll have

Working closely with Financial Advisers, you’ll play a critical role in delivering high-quality financial advice while building the technical expertise and experience needed for your future career in advice.

In this role, you will:

- Prepare and coordinate Statements of Advice (SOAs), Records of Advice (ROAs) and supporting documentation.
- Manage the implementation of approved advice strategies across superannuation, investments, insurance and pensions.
- Liaise with clients, product providers and our onshore and offshore support teams.
- Prepare portfolio reports, projections, product comparisons and technical information for Advisers.




- Maintain accurate client records within Xplan, Wealth Central and related systems.
- Monitor workflows to ensure advice is delivered accurately, compliantly and on time.
- Support Advisers before, during and after client meetings.
- Identify opportunities to improve processes and client outcomes.

What you’ll bring

You’ll bring experience in financial advice support together with exceptional attention to detail & excellent organisational skills. Most importantly, you'll have a genuine interest in developing your technical expertise and progressing your career towards becoming a Financial Adviser.

You will have:

- Experience preparing or supporting SOAs and ROAs.
- Experience implementing financial advice recommendations.
- Solid understanding of advice workflows and financial services administration.
- Experience working with Xplan or a similar advice software.
- Strong written communication and document review skills.
- A proactive mindset with a commitment to accuracy and continuous improvement.
- A genuine passion for learning and professional development.

Why join Coastal?

We’re committed to investing in our people and their futures. Through the Coastal Academy, we provide structured learning, coaching, career pathways and professional development to support our people at every stage of their career.

For those looking to progress into financial advice,



our PY pathway creates a clear and supported journey from Associate through to Adviser, combining practical experience, structured learning, coaching and supervision to help you build a successful career in advice.

We offer:

- Access to the Coastal Academy, with dedicated learning, coaching and career development opportunities.
- Discounted Financial Advice.
- Complimentary Annual Tax Returns.
- Salary sacrificing for Novated Leases.
- Purchased leave options.
- Exposure to experienced Financial Advisers and complex client strategies.
- A business committed to innovation, continuous improvement and operational excellence.
- A culture built around our guiding principles: People First; Work Together/Win Together; No Limiting Beliefs and 100% of the Truth, 100% of the Time.

Ready to join us?

If you’re looking for more than just your next role in technical support and want to invest in your future, develop your expertise and build a rewarding career towards becoming a Financial Adviser, we’d love to hear from you!

Apply now to join Coastal Advisory Australia.

Due to high application numbers, only successful candidates will be contacted.

Company Overview

At Coastal Advisory Australia, we’re the financial advisers for people who are all in on life. For those chasing big goals, taking clever risks and refusing to look back with regret. We don’t just help people save or invest. We help them plan everything with purpose, so their money fuels the life they want and works as hard as they have. We achieve this by delivering personalised strategies that help our clients move towards their aspirations with confidence, clarity and courage.

📌 Associate, Technical Services (Brisbane)
🏢 Coastal Advisory Australia
📍 Brisbane