Coastline Advice

Coastline Advice Your local Financial Advisers and Mortgage Brokers
Torquay • Anglesea • Barwon Heads • Wonthaggi
🏆 2022 Practice of the Year - ASTRUM Awards 🏆

Our team at Coastline share a passion for providing the best possible advice that can benefit everybody. Combining this passion with our expertise, experience and accreditations, we help our clients find financial freedom so they can focus on achieving their ideal lifestyle. In 2002, Darryn had a vision to create a business with the absolute focus on the financial well-being and livelihoods of peo

ple within his community. Founding Coastline Advice from a small office in his hometown of Anglesea, Darryn’s unwavering passion for financial planning saw the business quickly expand into Torquay, the Bellarine and the Bass Coast. From the beginning Darryn maintained that conversations with clients should be focused on their goals in life – big or small, realistic or seemingly impossible. Imagine the life you want

Coastline Financial Group P/L (ABN 21 117 070 710), trading as Coastline Advice, is an authorised representative and credit representative of AMP Financial Planning Pty Limited ABN 89 051 208 327, Australian Financial Services Licensee and Australian Credit Licensee. For more information visit: https://linktr.ee/coastlineadvice

Today, our financial advisers and associates had the opportunity to hear from renowned economist  Oliver, who shared val...
03/09/2026

Today, our financial advisers and associates had the opportunity to hear from renowned economist Oliver, who shared valuable insights into the economic and investment outlook for the year ahead.

We came away with some great key takeaways, fresh perspectives and valuable industry knowledge to help us continue delivering informed advice and supporting our clients with confidence.

A big thank you to Shane for sharing his expertise and insights with our team!

👋 Meet Jed!We're thrilled to have Jed as part of the Coastline Advice team. His dedication, positive attitude, and passi...
24/08/2026

👋 Meet Jed!

We're thrilled to have Jed as part of the Coastline Advice team. His dedication, positive attitude, and passion for helping clients make him a valued member of our team.

It's time for some quick-fire questions so you can get to know Jed a little better!

✨If Jed wasn’t working at Coastline Advice, what would he be doing instead?
I would have liked to be a professional golfer, it was a dream of mine as a kid, fell a long way short but still a passion of mine outside of work.

✨ What’s something you’re genuinely excited about right now (work or life)?
Finishing university in a couple months’ time is pretty exciting, feels like a long time coming be a big weight off my shoulders.

✨What’s the best piece of advice you’ve ever received (financial or otherwise)?
Nothing is ever as good or bad as it seems

✨If you could instantly master one skill tomorrow, what would it be — and why?
Surfing, a big regret of mine not spending more time on it growing up, would fit in well around the office with that skill too!

✨What does a perfect day off look like for you?
Starts off with a coffee, even a big breakfast at a café, then some time spent with mates would be a must, enjoying each other’s company whether it be on the golf course or some sort of activity.

✨What values guide the way you show up at work and in life?
Hard work, reliability, and preparation I would say has shaped me whether it be in sport growing up, through school/uni translates well into working at Coastline, making great use of an awesome opportunity.

✨Why Coastline?
I would say the connection to the business, my grandparents being clients gave me a sense on how Coastline actually impacts those in the community, I think I gravitated towards this. Darryn and Kate saw this connection, as a meaningful one.

We're lucky to have him as part of the Coastline Advice family!

On Friday, we stepped away from our desks and came together for a Team Culture Day at the Geelong Library. 😊It was great...
04/08/2026

On Friday, we stepped away from our desks and came together for a Team Culture Day at the Geelong Library. 😊

It was great to reconnect, reflect, and spend time together as a team. We're grateful for the strong culture we've built at Coastline Advice and the people who make it possible. 💙

💗 Coastline Advice is proud to support DonateLife! 💗Our team is proudly wearing their pink beanies and hats to help rais...
31/07/2026

💗 Coastline Advice is proud to support DonateLife! 💗

Our team is proudly wearing their pink beanies and hats to help raise awareness and encourage conversations about organ and tissue donation.

A big thank you to our amazing team for getting involved and showing their support for such an important cause. 🌟

⭐ Meet Dave Evans, Senior Financial Adviser ⭐🌟 What’s the best piece of advice you’ve ever received (financial or otherw...
13/07/2026

⭐ Meet Dave Evans, Senior Financial Adviser ⭐

🌟 What’s the best piece of advice you’ve ever received (financial or otherwise)?
Focus on what you can control and stay consistent. Whether it’s finances, health, or family life, small, disciplined actions taken over time tend to deliver the best results.

🌟 What does a perfect day off look like for you?
A perfect day off would start with an early surf, followed by some time at the gym, and then spending the rest of the day with my family — ideally outdoors, keeping things simple and active.

🌟 What values guide the way you show up at work and in life?
Integrity, consistency, and genuinely caring about people. I believe in doing what’s right, being reliable, and building trust over time — both with clients and in my personal life.

🌟 What is something you have on your desk that may surprise others?
Probably something tied to the outdoors — whether it’s a photo from a recent surf or snowboard trip or something that reminds me to keep balance between work and life. 🌊🏄‍♂️❄️

Welcome Dave to the Coastline Advice team!

🏡 Have you heard of rent-vesting?Rent-vesting means renting where you want to live, while buying an investment property ...
15/05/2026

🏡 Have you heard of rent-vesting?

Rent-vesting means renting where you want to live, while buying an investment property somewhere that may offer better affordability or stronger long-term growth potential.

It can be a smart strategy for people who want to get into the property market but may not be able to buy in their ideal suburb just yet.

Why clients consider rent-vesting:
🏙️ Lifestyle flexibility
🏡 A foot in the property market
📈 Potential capital growth
💰 Investment income
🔑 A pathway to future home ownership

This is a strategy many clients use to start building wealth sooner.

Want us to run your rent-vesting numbers? Call us on 1300 778 166 to book a discovery meeting with our team today.

Meet Ali, one of our new Associates at Coastline Advice! 🌟Get to know Ali with a few questions:✨What’s something you’re ...
06/05/2026

Meet Ali, one of our new Associates at Coastline Advice! 🌟

Get to know Ali with a few questions:

✨What’s something you’re genuinely excited about right now?
I am SO excited to be living permanently in Torquay with my partner and to have now joined the Coastline team.

✨What’s the best piece of advice you’ve ever received (financial or otherwise)?
To back yourself and trust your intuition!

✨What’s a small habit or routine that helps keep you grounded or sane during the week?
Keeping a clean and organised space, it makes me feel instantly relaxed.

✨If you could instantly master one skill tomorrow, what would it be — and why?
Masterchef level cooking ability, something I can enjoy daily but also treat my friends and family.

✨ WE’RE HIRING ✨We’re on the lookout for a warm, organised and people-first Receptionist to join our growing team at Coa...
05/05/2026

✨ WE’RE HIRING ✨

We’re on the lookout for a warm, organised and people-first Receptionist to join our growing team at Coastline Advice.
As the first point of contact for our clients, you’ll play a key role in creating a professional, welcoming experience while supporting the day-to-day running of our office.
At Coastline, we’re passionate about helping people achieve financial freedom and live the life they imagine — and we’re just as committed to building a supportive, high-performing team who enjoy what they do.

The successful candidate must:
✔️ Have confident communication skills that are open, honest, and concise
✔️ Have excellent organisational skills and manage their time effectively
✔️ Possess a high level of attention to detail and strong problem-solving skills

📍 Surf Coast / Geelong region
👉 Apply via the link in bio

How would you and your loved ones cope financially if something were to happen?We can help you plan now to save a lot of...
09/04/2026

How would you and your loved ones cope financially if something were to happen?

We can help you plan now to save a lot of potential financial pain and pressure down the track, particularly if you have dependents to protect or debts to pay off.

Feel free to contact us on 1300 778 166 to protect yourself and your loved ones from future risks ✨

We were excited to attend the much-anticipated Advice Live 2026 conference held in Auckland last week. Auckland has a re...
24/03/2026

We were excited to attend the much-anticipated Advice Live 2026 conference held in Auckland last week. Auckland has a refreshing energy and it made for a perfect destination to work, connect and learn together.

Thanks Akumin for hosting a great conference and we look forward to sharing our learnings with clients and the wider Coastline team.

Address

108-110 Surf Coast Highway
Torquay, VIC
3228

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 5pm

Alerts

Be the first to know and let us send you an email when Coastline Advice posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Coastline Advice:

Shortcuts

Share

Category