Financial Adviser, Brisbane

Advice Region – QLD & Vic • Brisbane, Queensland 4000, Australia • Full-time
AI Job Summary
  • Current ASIC Financial Adviser registration, or eligibility to provide personal financial advice in Australia.
  • Minimum 2 years providing strategic financial advice across wealth creation, super, investments, retirement and personal
  • Strong technical knowledge and ability to clearly explain complex financial information to clients.

Role Type

On-site • Permanent • Full-time • Mid-level Senior

Description

Financial Adviser | Brisbane

Are you ready to take the next step with a growing national advice business?

Imagine spending your day having meaningful conversations, building trusted client relationships and helping people make confident decisions about their future—supported by experienced teams who help bring your advice to life.

Coastal Advisory Australia is continuing to grow, and we’re looking for an experienced Financial Adviser to join our Brisbane team and play an important part in what comes next.

What will you be doing?

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.

You’ll:

  • 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; and
  • maintain high standards of advice, compliance and client care.

Is this you?

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

You’ll also bring:

  • 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; and
  • a commercial mindset grounded in positive client outcomes.

Why Coastal?

Coastal is a national advice business built through organic growth and acquisition, creating new opportunities for our clients and our people.

You’ll be supported by experienced Client Service and Technical Support teams, modern systems and specialists across our broader service offering—giving you more time to focus on quality advice and strong client relationships.

You’ll also have access to ongoing professional development, career progression opportunities and employee benefits supporting your wellbeing, development and financial health.

If you’re ready to make an impact and grow alongside an ambitious national business, we’d love to hear from you.

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.