Coastline Advice

Coastline Advice is a financial planning firm located on the Surf Coast of Victoria. Very much driven by the philosophy "Work smarter, not harder", we help clients to achieve their lifestyle goals through highly targeted financial planning and advice. It's a mantra that every member of our team follows in their own lives – in striking the perfect work/life balance ourselves, we feel we're in a great position to help our clients strike it too.


General Advice Warning

This page contains general information only. It does not take into account your objectives, financial situation or needs. Please consider the appropriateness of the information in light of your personal circumstances.

The Coastline Financial group of companies consists of Coastline Financial Group Pty Ltd 79 984 003 171 and Coastline Advice Pty Ltd 33 602 513 548. Both trade under the name “Coastline Advice” and are Authorised Representatives and Credit Representatives of AMP Financial Planning Pty Limited, ABN 89 051 208 Australian Financial Services License and Australian Credit License No. 232706.For further details including financial services we can offer you and how we are remunerated, please read the Financial Services and Credit Guide + Supplementary here: http://www.coastlineadvice.com.au/content/dam/blue/Documents/FSG/Coastline_FSCG_Dec%202014.pdf