Built on experience.
Driven by growth.
Backed by people.
Award-Winning
Excellence
4.9
Google rating from 300+ reviews
We’ve always wanted to be the one people trust most.
Every person who walks through our doors has a different story, different goals, and a different vision for the future. That’s why we take the time to listen first, understand what matters most, and provide guidance that brings clarity and confidence every step of the way.
Thank you for trusting us to be part of your journey. It’s a responsibility we’re proud to carry, every single day.
Daniel Brown
Chairman & Chief Executive Officer
From Small Beginnings
Expanded Nationally
Merged with Calder Wealth Management
Rebranded as Coastal Advisory Australia
One Team.
One Shared Purpose.
We exist to give people the financial power to live completely, on their own terms.
Plan everything. Regret nothing
17
Offices across
Australia
100+
Professionals and
financial advisers
5K+
Australians helped
achieve their goals
We’re Proud to be B Corp
We’re more than a business — we’re part of a global movement for good. Achieving B Corp Certification means we meet the highest verified standards of social and environmental performance, transparency, and accountability. It’s our commitment to balancing profit with purpose, creating positive impact for our people, community, and the planet.
Our Guiding Principles
People First
People FirstWe 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.
This looks like:
Being present, considering the impact on all involved with the decisions we make, our attitude and behaviour on a daily basis regardless of our roles.
Work Together/ Win Together
Work Together/ Win TogetherExcellence 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
No Limiting BeliefsWe 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
100% of the truth/100% of the timeSharing 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. Shared purpose.
Behind every conversation, every recommendation, and every milestone is a team that genuinely cares. We’re a group of passionate people who support one another, challenge each other to grow, and work together to help our clients move forward with confidence.
What makes this a great place to work isn’t just the work itself, it’s the people. We celebrate wins together, support each other through challenges, and never lose sight of why we do what we do.”
– Coastal Advisory Team
A Place to Meet, Connect And Work Together
Our offices are where our people come together to connect, collaborate and share ideas.
They reflect the way we work at Coastal: with openness, care and a genuine focus on people. We work closely with our clients, share knowledge across our team and build strong relationships within the communities we serve. We believe good things happen when people work together.
Trusted. Recognised. Recommended.
Winner
RI Advice Group 2021 Platinum Club
Winner
RI Advice Group 2021 Rising Star Award – Kristy Coulin
Winner
RI Advice Group 2020 Rising Star Award – Rosie Copp
Winner
Central Coast Local Business Awards 2020 Outstanding Professional Services – Company
Winner
IFA Excellence Awards 2022 Transformation of the Year – Company
Winner
Financial Standard Power 50 2022 50 Most Influential Advisers – Daniel Brown
As Featured in
Our Board of Directors
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.
Daniel Brown
Chairman & Chief Executive Officer
Ben Calder
Director & Chief Advice Officer
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.
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