Coastal Advice Group
Financial Services • 
Newcastle, New South Wales, Australia • 21-50 Employees
Company overview
| Headquarters | 15 Kenrick St, Ground Level, The Junction, New South Wales 2291, AU |
| Phone number | +611300143510 |
| Websites | |
| NAICS | 52 |
| Keywords | Investment Planning, Wealth Creation, Financial Advice, Small Business, Cash Flow Management, Superannuation, Insurance, Financial Planning, Estate Planning, Self-Managed Super Funds, Borrowing To Invest, Aged Care Advice, Spending Plans, Centrelink (Age Pension) Advice |
| Employees | 21-50 |
| Socials |
Key Contacts at Coastal Advice Group
Daniel Brown
Chief Executive Officer
Jackie Munday
Director, Wealth Protection
Coastal Advice Group Email Formats
Coastal Advice Group uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@coastaladvicegroup.com.au), used 56.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@coastaladvicegroup.com.au | 56.2% |
{first initial}.{last name} | j.doe@coastaladvicegroup.com.au | 43.8% |
About Coastal Advice Group
Coastal Advice Group offers award-winning financial advice solutions to help Australians live their best life. Our team of financial planners are passionate about delivering the highest quality of advice for people in all stages of life, from building a strong financial foundation, to retirement-readiness, through to ensuring you are comfortable in your golden years with effective aged care strategies. We have nearly 300 years of combined experience assisting families and individuals to unlock their financial futures by providing advice in areas including Superannuation, Retirement Planning, Wealth Creation, Insurance, Aged Care and Estate Planning. Clients can be confident that we work to the highest professional and ethical standards, always working in their best interests. https://mtr.bio/coastal-advice-group
Coastal Advice Group revenue & valuation
| Annual revenue | $3,165,535 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $10,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Coastal Advice Group has 23 employees across 8 departments.
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Number of employees
Funding Data
Coastal Advice Group has never raised funding before.
Coastal Advice Group Tech Stack
Discover the technologies and tools that power Coastal Advice Group's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
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