Financial Adviser - Melbourne

coastal advisory australia; Melbourne; On-site; AUD 120,000 - 180,000; Full time

Benefits offered by this job

Discounted Financial Advice

Complimentary Annual Tax Returns

Salary sacrificing for Novated Leases

Purchased leave options

People First culture

Job summary

Coastal Advisory Australia is seeking an experienced Financial Adviser to join our Melbourne team. You will deliver tailored financial strategies across wealth creation, superannuation, investments, retirement planning and personal insurance.

You’ll grow your client portfolio through referrals and Coastal’s marketing activity, supported by experienced Client Service and Technical Support teams to ensure compliant, high-quality advice and long-term outcomes.

Qualifications

• Current ASIC Financial Adviser registration, or eligibility to provide personal financial advice in Australia.
• Strong technical knowledge and advice capability.

Responsibilities

• Build trusted, long-term client relationships.
• Provide strategic advice across wealth creation, superannuation, investments, retirement planning and personal insurance.
• Identify opportunities to help clients achieve more.
• Grow your client portfolio through referrals, new opportunities and Coastal’s marketing activity.
• Collaborate with specialists across lending, accounting, insurance, aged care and Centrelink.
• Maintain high standards of advice, compliance and client care.

Skills

Client relationships

Wealth creation

Superannuation

Investments

Retirement planning

Personal insurance

Job description

Passionate about helping people achieve their goals? Join Coastal Advisory Australia and deliver personalised financial advice that makes a genuine difference to the lives of your clients.

Who we are

At Coastal Advisory Australia, we help Australians achieve financial confidence through trusted advice, meaningful relationships and long-term thinking.

We’re 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

Coastal Advisory Australia is seeking an experienced Financial Adviser to join our growing Melbourne team. This is an opportunity to build meaningful client relationships, deliver tailored financial strategies and help individuals and families achieve their financial goals.

You’ll provide advice across wealth creation, superannuation, investments, retirement planning and personal insurance, while growing your client portfolio through referrals and new business opportunities. Supported by experienced Client Service and Technical Support teams, and a network of specialists, you’ll have the tools and support to focus on delivering quality advice, exceptional client experiences and long-term outcomes.

The impact you’ll have

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.

In this role, you will:

• Build trusted, long-term client relationships.
• Provide strategic advice across wealth creation, superannuation, investments, retirement planning and personal insurance.
• Identify opportunities to help clients achieve more.
• Grow your client portfolio through referrals, new opportunities and Coastal’s marketing activity.
• Collaborate with specialists across lending, accounting, insurance, aged care and Centrelink.
• Maintain high standards of advice, compliance and client care.

What you’ll bring

You care about the quality of your advice and the relationships you build—not simply the next transaction.

You will have:

• Current ASIC Financial Adviser registration, or eligibility to provide personal financial advice in Australia.
• Strong technical knowledge and advice capability.
• Confidence building relationships and explaining complex information clearly.
• A commercial mindset grounded in positive client outcomes.

We are growing organically and through acquisitions, creating opportunities for our people to broaden their experience, contribute ideas and help shape how we work. We value skill, integrity, initiative and a genuine commitment to delivering better outcomes for our clients and each other.

We offer:

• Discounted Financial Advice.
• Complimentary Annual Tax Returns.
• Salary sacrificing for Novated Leases.
• Purchased leave options.
• 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?

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.

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.