Financial Adviser

RGIT Australia; Perth; On-site; AUD 90,000 - 130,000; Full time

Job summary

Coastal Advisory Australia is seeking an experienced Financial Adviser to take over an established portfolio, delivering high-quality financial advice and building trusted client relationships. You will work with a supportive team, focusing on holistic strategies across wealth creation, retirement planning, and personal insurance.

You will join a growing national firm with marketing and business development support, enabling you to grow your portfolio through referrals while maintaining high

Qualifications

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

Responsibilities

• Manage and develop an established portfolio of clients.
• Build trusted, long-term client relationships.
• Provide strategic financial advice across wealth creation, retirement planning, superannuation, investments and personal insurance.
• Identify opportunities to deepen client relationships and deliver additional value.
• Collaborate with lending, accounting, aged care and insurance specialists to provide holistic advice solutions.
• Maintain the highest standards of compliance, professionalism and client care.
• Contribute to a culture of continuous improvement and collaboration.

Skills

ASIC registration

Financial Adviser qualifications

Technical knowledge

Relationship building

Commercial mindset

Collaborative approach

Education

Financial Adviser education standards

Qualifications meeting education standards

Job description

Perth, Western Australia 6000, Australia

Full-time Permanent Mid-level Senior

Posted 23 Jul 2026

Description

Join a business where your focus is advice!

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.

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.

About the Role

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.

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

Your responsibilities will include:

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

About You

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

You'll also bring:

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

Why Coastal?

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

You'll benefit from:

• An established client portfolio from day one.
• Dedicated Client Service and Technical Support teams.
• National specialist support across lending, accounting, insurance and aged care.
• Modern systems and technology designed to improve adviser efficiency.
• A collaborative leadership team that invests in your success.
• Ongoing professional development and career progression opportunities.
• The opportunity to be part of a growing national business with ambitious plans for the future.

Most importantly, you'll join a business that believes quality advice, exceptional client service and strong relationships are the foundations of long-term success.

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.