What can you achieve tomorrow, if you start today?

Whatever stage of life you’re at, the right financial advice and financial planning will help you live the life you want – both today and in the future. Our financial advice is an ongoing process, constantly evolving and changing with you and your needs.

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What's Your Goal?

Our goal is to help you achieve yours. Whether you are setting out to gain control of your money, are a first home buyer looking for a home loan or you need a financial advise, our team of experienced financial advisers are here to help. To help you achieve financial freedom, to achieve the lifestyle of your choosing and to help you help others to achieve.

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Achieve Financial Freedom

Achieve Your Ideal Lifestyle

Help Others Achieve

About us

Coastline Advice has evolved significantly since its inception in Anglesea, now proudly regarded as a leading financial advise and mortgage brokering firm across Victoria’s coastline, with four strategic offices.


Our unwavering commitment to the financial prosperity and overall well-being of our clients and community sets us apart. What truly distinguishes us is the dedicated time and effort we invest in comprehending each client’s unique needs, aspirations, goals, and potential, all while assessing and mitigating any associated risks.

Our financial planning Services

Clients return to us, time and again, for our trusted advice. We tailor all our financial strategies to your needs and offer a comprehensive range of services designed to empower you on your financial journey. Our experienced team of financial advisers specialise in personalised financial planning, investment planning, superannuation management, and retirement planning. We understand that every client is unique, which is why we take the time to tailor our services to your individual needs and aspirations. Discover the difference of working with a dedicated financial planner who truly cares about your financial well-being at Coastline Advice. See our range of financial planning services and discover how we can help you.

Meet The Team

Our team has grown to more than 20 amazing people who have a passion for ensuring the best possible financial advice is attainable for everyone. Combined with their expertise and accreditations, our team works hard for our clients to help them find financial freedom so that they can focus on their lifestyle goals. Discover what inspires our team at Coastline.

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Darryn Jacobs

Kate Gadd

Julie Penfold

Daniel Weigl

Michael Morse

Liam Russell

My Future First

Welcome to Coastline’s partnered managed portfolios, ‘My Future First’ and ‘Our Future First’.


We are committed to creating better value for clients through innovative investment solutions. Our ‘My Future First’ Managed Portfolios offer agile, transparent, and cost-effective investment capabilities. They are a range of Managed Accounts that are invested in direct shares, managed funds, Exchange Traded Funds (ETFs) and cash.


Our Clients

Discover what we offer and find the package that best suits your financial needs. We place our clients at the core of our business. We assist them in envisioning the life they desire, instilling the belief that it is attainable, and guiding them toward realising their dreams.

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