Make a difference in the lives of individuals and families by providing expert financial advice. Your work here goes beyond numbers; it shapes futures and realises dreams.
At Coastal Advisory Australia, we believe in the power of financial guidance to transform lives. As a leading player in the industry, we are dedicated to creating a workplace that fosters growth, collaboration, and a commitment to excellence.
About our Company
At Coastal, we’re not just here to give advice, we’re here to change what people expect from it. Our team is driven, future-focused and unapologetically proactive. We move early, think big and keep pushing for better… in strategy, technology and the way we show up for clients. Our amazing team has hundreds of years of combined experience in the Finance Industry and we keep growing.
We focus on the areas that matter most to your financial future. No guesswork. Just clever data-backed strategy and personal advice, tailored to you. We work under a defined investment philosophy and process with a focus on providing financial advice that is both affordable and high quality to our 2,000 clients. We have the ambitious growth plan to be known as one of Australia’s leading providers of financial planning advice, helping all our clients establish a future without limitation.
Life at Coastal Advisory Australia
At Coastal Advisory Australia, we foster a workplace where your professional aspirations align with a meaningful purpose. Our culture is anchored in our core values: People First, Work Together, Win Together, No Limiting Beliefs, 100% of The Truth – 100% of The Time.
At CAA, we invest in your growth with continuous learning and clear career pathways. Our inclusive culture values collaboration, open communication, and diverse perspectives. Plus, we offer the flexibility you need to balance work and life while thriving professionally. Join us and build a career where your potential shines.
Benefits
At Coastal Advisory Australia (CAA), we believe in creating a workplace that supports, inspires, and rewards our team. We offer flexible work arrangements to help you balance your professional and personal life, along with competitive salaries that reflect your expertise and contributions. Our team enjoys access to leading industry technology, empowering them to deliver exceptional results efficiently and effectively.
We are passionate about your growth, providing learning and development allowances, as well as comprehensive internal and external training support. You’ll have direct access to industry leaders who can inspire and guide your career journey. Beyond professional development, we offer a wide range of benefits within our Employee Value Proposition (EVP) designed to enhance your experience with us.
At CAA, camaraderie is key—we host regular team-building days and events, fostering a vibrant and collaborative culture where you’ll feel truly valued. When you join us, you’re not just part of a team; you’re part of a company that invests in your success and well-being.
Competitive Salaries
We believe in compensating our employees fairly for their hard work and dedication. Our salaries are competitive and reflective of industry standards.
Flexible Work Arrangements
We understand that everyone has different needs and responsibilities outside of work. That’s why we offer flexible scheduling options and work from home arrangements for many of our positions.
Employee Value Program
At Coastal Advisory Australia, our Employee Value Proposition (EVP) is about more than benefits. It’s about creating a workplace where you feel recognised, supported, and inspired to grow.