
Financial Planner
Coastline Private Wealth
Posted 6 days ago
Financial Adviser – Boutique Wealth Advisory Firm
Full-time or Part-time | Flexible Working Options | Client-focused Role
Are you a relationship driven Financial Adviser looking to join a boutique wealth advisory business dedicated to delivering high-quality advice that truly improves clients’ lives.
About Us
We are a privately owned, growing advice firm that believes in genuine client relationships that leads to long-term client success.
Our approach is personal — we take the time to understand our clients and build strategies that align with their goals and values.
You will join a supportive environment where collaboration, professional development, and balance are genuinely encouraged.
The Opportunity
We are seeking a motivated Financial Adviser to provide professional advice to a small number of existing clients.
The role offers flexibility — full-time or part-time — and the autonomy to manage your clients with the backing of an experienced support team and systems.
Key Responsibilities:
Provide holistic financial advice across investments, superannuation, insurance, and retirement planning.
Build and maintain strong, long-term client relationships.
Develop tailored strategies aligned with client objectives.
Work collaboratively with our support and paraplanning team.
Ensure advice and compliance obligations are met.
About You
You are an adviser who genuinely cares about clients and values doing things the right way. You bring professionalism, empathy, and curiosity to every conversation.
Qualifications & Experience:
Relevant tertiary qualifications and Financial Adviser registration (ASIC).
FASEA-approved or equivalent qualification.
Minimum 1 years’ experience providing advice.
Strong communication and relationship skills.
Commitment to client-first advice and compliance excellence.
About Coastline Private Wealth
This company does not have any further information provided at this time. We encourage you to research the company by searching for them to learn more about the company or role in question before applying.
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