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LOCATION / MELBOURNE

Financial Advisers in Melbourne, putting your goals first.

Personalised advice backed by national expertise, so you can plan with confidence.

7/136 Exhibition Street, Melbourne, 3000, Australia

Award-Winning
Excellence

4.9

Google rating from 300+ reviews

1:1

Personalised
service

Financial advice tailored to every stage of life.

Wherever life takes you, our Melbourne Financial Advisers provide personalised advice tailored to your goals.

Retirement
Planning

Investment
Advice

Aged Care

Insurance
Advice

Superannuation
Strategies

Why Melbourne clients choose Coastal Advisory Australia

Personalised advice, national expertise and the convenience of secure online appointments.

Local advice you can trust

Work with local Financial Advisers who understand Melbourne and its community.

National expertise behind every recommendation

Receive personalised advice backed by the experience and expertise of a national team.

Advice that evolves with you

Your financial strategy should evolve as your goals and circumstances change.

A long-term partner in your financial journey

Receive ongoing advice from a Financial Adviser who supports you through every stage of life.

Take the first step with our Melbourne team.

It starts with a conversation about your goals and how we can help.

Step 1

Book your complimentary Discovery Call

Choose a time that suits you and tell us a little about what you’d like support with.

Step 2

Book your Initial Meeting with an Adviser

Meet with our team in person or online to discuss your goals, priorities, and current financial position.

Step 3

Receive a personalised strategy

We’ll guide you through the right next steps with advice tailored to your circumstances and built around your goals.

Book a Call

No pressure. Just friendly conversation about your goals.

Meet your Melbourne Financial Advisers

A team that listens first, understands what matters most to you, and helps you plan with greater confidence.

Joshua Parrott

Joshua Parrott

Financial Adviser

Matthew Smith

Matthew Smith

Financial Adviser

Carlos Ortega

Carlos Ortega

Financial Adviser

David Purain

David Purain

Financial Adviser

Visit our Melbourne office

Appointments available at our Melbourne office or online, whichever works best for you.

7/136 Exhibition Street, Melbourne, 3000, Australia

(03) 9663 3031

ask@coastaladvisory.com.au

Monday – Friday: 9:00am-5:00pm

Customer Reviews On Google

★★★★★
4.9 stars 312 Google reviews

See why Melbourne clients trust Coastal Advisory Australia

★★★★★
I can’t recommend Rosie highly enough. She is a genuinely human, professional and thoughtful financial adviser who brings clarity and calm to what can otherwise feel like an overwhelming space. Her advice is tailored, insightful and grounded in a real understanding of my goals, values and life stage. I now feel I have a robust, well-structured financial plan that is truly designed for me – that will grow and adapt over time, support the fun and meaningful parts of my life, and still safeguard my future.

Anne

Central Coast, NSW

Google
★★★★★
We were clients of Calder Wealth prior to the amalgamation with Coastal Advisory Australia. We were extremely happy with our service and have continued to be so. Like others we were a little nervous about the change, but we had absolute trust in Liz, who have helped us so much over the years we assured nothing would change and nothing did. We have recommended to anyone who would benefit from the service. The assistance and advice we have received has been exemplary. Thank you.

Yasmine

Adelaide, SA

Google
★★★★★
We have been clients of Coastal Advisory Australia for several years, under the expert guidance of Rosie. Throughout our journey towards retirement, Rosie has been an outstanding financial adviser, consistently providing us with confidence and clarity. She is consistently approachable and patient, making the entire process seamless and straightforward. With Rosie’s insightful guidance, we feel well-prepared and secure in our financial plan and highly recommend her to anyone seeking reliable and trustworthy financial advice.

Antonina

Central Coast, NSW

Google
★★★★★
I have been a client of Coastal for more than 20 years and partnered with Matthew Simpson-Foster for nearly 15 years. Throughout this time, I have found Matthew to be exceptionally approachable and always willing to provide clear, thorough guidance on any query. I highly recommend partnering with Matthew and the Coastal Advisory team for expert superannuation management and comprehensive insurance solutions.

Gavin

Central Coast, NSW

Google
★★★★★
Kerryn Shaw has been our Advisor for nearly 7 years and we have always found her to be very helpful in assuring us in our transition from full time work to retirement. The initial hard work done by Kerryn now shows a clear pathway ahead with our finances, which we understand and can work with. More recently Kerryn also helped me navigate an application with MyGov and Centrelink, which made me achieve the goal without the stress previously associated with this.

Sally

Adelaide, SA

Google
★★★★★
Murray was professional, thorough, and took the time to understand our needs, ultimately arranging policies that were far better suited to our situation and saved us a considerable amount of money. During a later annual review, I mentioned that I had undergone cancer treatment the previous year. Murray recognised that this may qualify as a claim under my trauma policy and referred us to Jackie Munday who assisted us through the claims process. Within one to two months, the claim was approved and we are extremely grateful.

Tonaya

Coffs Harbour, NSW

Google
★★★★★
Five-star service from Tom Momsen and team. They provided excellent guidance on my superannuation and were incredibly thorough in structuring and obtaining our investment property mortgage for the best possible outcome. If you need a financial advisor who actually listens and delivers tailored strategies, the A-team at CAA are your guys.

Liam

Newcastle, NSW

Google
★★★★★
Rosie, was such an asset to me as I was going through the sale of my house and helping me to set up my retirement / pension fund. Rosie also discussed and guided me through the financial process to have my husband transferred from a nursing home. There is never an issue when I need to call for clarification on something regarding my finances. Rosie was a God send for me during my move and is still here for me when I require any clarifications.

Elena

Central Coast, NSW

Google
★★★★★
I mainly deal with Janelle Kirk although if she is unavailable others are quite willing to help. Janelle explains things in layman’s terms and has no problem spending the extra time until you understand. None of my questions are treated as unimportant.I can honestly say Janelle is my Super Women. She is knowledgeable and very good at her job. She also makes you feel like you are her only client. I highly recommend Janelle to handle you’re financial portfolio as she will get you great results.

Stacey

Newcastle, NSW

Google
★★★★★
We have been clients of Calder Wealth (now Coastal Advisory Australia) for 5 yrs, prior to and during retirement. Anthony has been a pleasure to work with and has provided us with excellent advice and financial guidance throughout this time. We would happily recommend Anthony and CAA to any potential new clients looking for professional financial advice.

Phillip

Adelaide, SA

Google
★★★★★
My husband and I recently required guidance with our finances to enable me to retire, and we met with Rhys Moller who gave us very thorough advise and was incredibly honest. I have since retired and am enjoying a much-needed rest and more time with family. Rhys is now looking after my retirement funds, and I can get on with enjoying this time with no worries. Thanks Rhys

Debbie

Newcastle, NSW

Google
★★★★★
From the very beginning, they made what felt like an overwhelming and stressful process feel clear, manageable, and genuinely supportive. They took the time to understand our personal situation, goals, and concerns, and I truly felt like they had our best interests at heart. You can tell they genuinely care about helping people improve their financial future, not just “doing a job.” Melanie and the entire team are extremely knowledgeable, trustworthy, and incredibly supportive, I would absolutely recommend Coastal.

Tahlia

Central Coast, NSW

Google
★★★★★
We highly recommend our Financial Advisor, Jacob Lo Cascio at Coastal Advisory. Jacob and Coastal have been looking after our financial affairs for a number of years now, and we are not only impressed by the performance of our Superannuation Pension accounts, but we also highly value Jacob’s personal attention, expertise and integrity. Jacob remaps our strategies each and every year. Thanks Jacob and Coastal for providing us with so much peace of mind, and the ability to get on with and enjoy our lives!

Peter

Newcastle, NSW

Google
★★★★★
My husband & I trust Trent Sanfead implicitly. Trent is a lovely man who creates a natural, relaxed, professional consultancy for us. He is our source of honesty, confidence, & peace of mind.

Myra

Perth, WA

Google
★★★★★
My wife and I have dealt with Ben Calder and Aaron Doig in regard to our financial planning and Superannuation for several years. I have found both of them competent and understanding of our financial situation. More recently we have been dealing more with Aaron due to the structural change in their company. Aaron has the patience of Job, the biblical character, and painstakingly goes over every aspect of our finances and retirement planning even if I have forgotten certain previous aspects of my portfolio.

Alexander

Adelaide, SA

Google
★★★★★
I HIGHLY recommend this financial advisory service. My wife and I have been with Coastal almost since they started. We have always received sound financial advice delivered in a prompt and professional manner. Even small questions between our regular meetings are addressed with respect. We are now in the phase of enjoying and benefiting from consistently working the plan together as we head into retirement. Thank you James and the whole team.

Lorne

Adelaide, SA

Google
★★★★★
Joshua Parrott was able to help my wife and I with investment advice as we down size our home and organise our income in retirement. We found Josh to be very professional , easy to talk to, prompt, and knowledgable in our dealing with him. I would recommend Josh to anyone looking for informed financial advice. Someone with integrity and is honest.

Gary

Melbourne, VIC

Google
★★★★★
Excellent service – I have been actively been with these guys for many years and whoever I have spoken to, I have always received the same quality service. However, I would give a special shout out to Jackie who has guided me through the Insurance policy world. Upon first chatting with Jackie about Insurance, I could tell she was extremely passionate about the financial planning industry with extensive knowledge (I am yet to ask a question that she can’t answer). Thankyou to Coastal Advisory for always providing exceptional service.

Lisa

Newcastle, NSW

Google
★★★★★
We have been long time clients of Coastal Advisory Australia through their acquisition of our previous financial advisor. Although a little concerning at the time we were assured that the level of service that we had been accustomed to would not change,and I’m very happy to say it hasn’t. The advice and recommendations we receive is and has been excellent. We would not hesitate in recommending CAA to anyone wanting or needing financial direction for wealth creation purposes, insurances and/or financial protection.

Steve

Port Macquarie, NSW

Google

Have questions? We’re here to help.

Who can benefit from working with a Financial Adviser?

Whether you’re building wealth, planning for retirement, growing a business or navigating a major life change, our Melbourne Financial Advisers provide personalised advice tailored to your goals and circumstances.

Can I meet with a Financial Adviser online or in person?

Yes. You can meet with us at our Melbourne office or book a virtual appointment from wherever you are. You’ll receive the same personalised advice and ongoing support either way.

What can I expect during my first appointment?

Your first appointment is an opportunity for us to understand your goals, your financial situation and what’s important to you. We’ll answer your questions, explain how we can help and outline the next steps so you can move forward with confidence.

What financial advice can I get at your Melbourne office?

Our Melbourne team provides advice across retirement planning, investment advice, superannuation, insurance, estate planning, business advice and aged care. We’ll tailor our recommendations to your individual goals and circumstances.

How often should I review my financial plan?

Your financial plan should evolve as your life changes. Regular reviews help ensure your strategy continues to reflect your goals, priorities and changing circumstances.

How do I book an appointment with your Melbourne team?

Book a call online, contact our Melbourne office or send us an enquiry. We’ll arrange a time that suits you.

Let’s talk about your financial future.

Connect with our Melbourne Financial Advisers for personalised advice that helps you move forward with confidence.