ABOUT US

Built on experience. Driven by growth. Backed by people.

OUR STORY

Coastal Advice Group began in 2016 as a small team of three in Newcastle with an ambitious mindset and a drive to do things differently. Since then, we’ve grown into a national financial services firm with over 5,000 clients, 100 team members and more than 500 years of combined experience.

Our recent merger with Calder Wealth Management in South Australia, one of the most established advisory firms in the country with a 50-year legacy, marks a bold next chapter in our story.

Together, now as Coastal Advisory Australia, we’re building something smarter, more personal and truly future-focused. At our core, we’re a team of proactive, ethical and motivated professionals who believe great advice can change lives. We remain 100% client-focused and founder-led to ensure the best possible outcomes for our client and our staff… and we’re just getting started.

OUR PROCESS

Before we talk strategy, we get clear on your goals because a financial plan means nothing unless it’s built around your life, your values and your vision for the future.

Let’s Talk

We kick things off with a quick phone call to get to know each other.

Discovery Meeting

In-person or virtual — whatever suits you. This is where the real work begins. You’ll meet with a qualified adviser and a technical specialist to:

Optional Roadmap Session

Want to go deeper? Let’s map it out. This extra session uses powerful financial modelling to explore:

Behind the Scenes

Our team goes to work designing your plan. We assess strategies, compare products, and run the numbers.

Strategy & Advice Presentation

We’ll sit down and walk you through your Statement of Advice (SOA). You’ll get:

We Get It Done

Once you’re confident and ready, we take care of the rest, from applications to implementation.

Ongoing Advice & Support

Because life (and legislation) changes. Good advice isn’t a one-off. We offer ongoing services to help you:

OUR PURPOSE

We exist to give people the financial power to live completely, on their own terms.

GUIDING PRINCIPLES

People First

We lead with empathy and act with care; for our clients and each other. Relationships always come before transactions. Because when people feel seen, supported, healthy and happy, they thrive.

Work Together/ Win Together

Excellence is never a solo act. The best outcomes happen when we bring people and expertise together. We listen closely, share openly and are committed to a culture of continual learning.

No Limiting Beliefs

We don’t do small thinking. Not for ourselves and certainly not for our clients. Whether it’s financial freedom, early retirement, launching a business, or rewriting a legacy, we help each other go after it.

This looks like:
Always exploring to find a better process over a band aid solution.
Coaching our clients and people beyond fear-based decision-making.
Challenge the assumptions of others.
A mindset of, if not us then who.

100% of the truth/100% of the time

Sharing your truth, allows others to hear, learn and respond.
No withholding, share your perspective, ask questions, give and receive feedback.
Being 100% complete with our communication allows others to benefit from your wisdom.

OUR TEAM

Real people. Backed by experience. All in on your future.

At Coastal, your advice team is handpicked to fit your goals, your stage of life and your mindset. We match you with advisers who not only bring the right expertise but who get what drives you. Because the right advice starts with the right relationship.

Meet your Local Team

Our Board of Directors

Daniel Brown

Chairman & Chief Executive Officer

Daniel Brown is the CEO and Chairman of Coastal Advisory Australia. He sets the strategic direction and empowers his team to deliver client-first financial advice. With over 20 years in the finance industry, Daniel brings visionary leadership and a passion for transforming how Australians experience advice. He’s a dedicated family man, avid reader, Pinot enthusiast, and loyal Parramatta Eels supporter.

Ben Calder

Director & Chief Advice Officer

Ben Calder is Chief Advice Officer and Board Member at Coastal Advisory Australia. He leads national advice strategy, ensuring advisers deliver tailored, relationship-driven advice. With over 30 years in financial services across Australia and the UK, Ben brings deep expertise and a passion for ethical, impactful advice. He previously founded Calder Wealth Management and led its merger with Coastal in 2025. A proud country dad, Ben finds balance on his family farm and enjoys rally cars.

David Haintz AM CFP®

Non-Executive Director

David Haintz is Founder of Global Adviser Alpha and a Certified Financial Planner. He built a 28-year career in advice, co-founded Shadforth Financial Group, and served as a director of the FPA. With global consulting experience across 18 countries, David brings unmatched insight and professionalism. He’s the only adviser to win both Australian Financial Planner and Best Practice of the Year. Outside work, he’s an author and advocate for advice that connects with deeper client meaning.

Daniel Brown

Chairman & Chief Executive Officer

Daniel Brown is the CEO and Chairman of Coastal Advisory Australia. He sets the strategic direction and empowers his team to deliver client-first financial advice. With over 20 years in the finance industry, Daniel brings visionary leadership and a passion for transforming how Australians experience advice. He’s a dedicated family man, avid reader, Pinot enthusiast, and loyal Parramatta Eels supporter.

Ben Calder

Director & Chief Advice Officer

Ben Calder is Chief Advice Officer and Board Member at Coastal Advisory Australia. He leads national advice strategy, ensuring advisers deliver tailored, relationship-driven advice. With over 30 years in financial services across Australia and the UK, Ben brings deep expertise and a passion for ethical, impactful advice. He previously founded Calder Wealth Management and led its merger with Coastal in 2025. A proud country dad, Ben finds balance on his family farm and enjoys rally cars.

David Haintz AM CFP®

Non-Executive Director

David Haintz is Founder of Global Adviser Alpha and a Certified Financial Planner. He built a 28-year career in advice, co-founded Shadforth Financial Group, and served as a director of the FPA. With global consulting experience across 18 countries, David brings unmatched insight and professionalism. He’s the only adviser to win both Australian Financial Planner and Best Practice of the Year. Outside work, he’s an author and advocate for advice that connects with deeper client meaning.

View our staff by location

Looking for someone local? Find and connect with our team members in your area. Explore our staff by location to see who’s nearby and get the expert support you need… wherever you are.

Meet your local team

Build your future with us.

We are a place for people who want to do work that matters, with people who really care. You’ll bring your expertise, energy and ideas. We’ll bring support, opportunity and a team that’s all-in. Because when you’re helping others plan a future with no regrets, your own career should be no different.

Explore Job Opportunities

CONTACT US

If our story resonates with yours, let’s talk. We’d love to learn where you’re headed and help you get there with advice that actually means something.

Book a Discovery Call