Coastal Advice Group, comprising of local branch Newcastle Financial Planning Group, Central Coast Financial Planning Group and Sydney Wealth Advisers has been announced as the national winner of the RI Advice ‘Practice of the Year’ award for its superior approach to running a financial advice business. RI Advice is one of Australia’s oldest and most well-regarded financial advice groups, with over 40 years in the financial advice industry.
Peter Ornsby, CEO, RI Advice said: “The Practice of the Year’ award recognises a business that has demonstrated consistent high performance, exceptional client service and a commitment to growing their business. Coastal Advice Group is a high-quality practice and the award acknowledges its compliance, business operations and advice process.”
The Coastal Advice Group team is comprised of eight highly skilled specialist financial advisers, with over 160 years combined experience. The operations of the three businesses are managed by an in-house team of eleven industry professionals who are dedicated to strong compliance, technical knowledge, and quality client experience to ensure their clients receive a market-leading level of service and advice.
Coastal Advice Group’s CEO, Daniel Brown commented “This award truly represents the hard work and dedication of our team. Our unique and positive culture encourages our team to think outside of the square and not settle for the status quo. This has led to the exceptional results and growth we have achieved throughout all facets of our business operations.”
“With the scale that we now operate, we are able to pair our clients with an Adviser who has similar passions, experience and expertise in the areas of advice they require support; resulting in trusted long-term relationships with their Advice team. The connections we have forged with our clients pushes us to continually excel in the value we deliver to our clients.”
Coastal Advice Group specialises in providing tailored financial advice solutions for Young Professionals, Retirees and Aged Care from Sydney to the Mid North Coast.
If you are ready to start your journey with an award winning financial advice firm, book a complimentary appointment with one of our experienced Financial Planning Specialists. We have offices in Newcastle, Erina and Sydney.
DISCLAIMER: The views expressed in this publication are solely those of the author; they are not reflective or indicative of RI Advice Group’s position and are not to be attributed to RI Advice Group. They cannot be reproduced in any form without the express written consent of the author. This information (including taxation) is general in nature and does not consider your individual circumstances or needs. Do not act until you seek professional advice. Newcastle Financial Planning Group, Central Coast Financial Planning Group, Sydney Wealth Advisers, Coastal Advice Port Macquarie and Coastal Advice Ballina Byron are subsidiaries of Coastal Advice Group Pty Ltd which is a Corporate Authorised Representative of RI Advice Group Pty Ltd, ABN 23 001 774 125 AFSL 238429.