Daniel Brown

Coastal Advice Group

Silver
23 Yrs Experience
The Junction, NSW 2291

Daniel is the CEO and a Senior Financial Adviser for Coastal Advice Group (comprising of Newcastle Financial Planning Group, Central Coast Financial Planning Group and Sydney Wealth Advisers) which was awarded with the RI Advice Group's CEO Practice of the Year Award.

Daniel has been a qualified Financial Planner for over 19 years, owning and operating both boutique and large Financial Planning operations in the Newcastle and Central Coast areas.

Daniel engages with clients in all different phases of life; from those looking to build strong foundations for themselves and their family, those looking to create wealth and also those preparing for retirement. He is passionate about working with clients where the relationship is open and honest as this ensures can he provide clarity and focus on building their ideal future with no limitations!

Daniel now operates and coaches multiple businesses in the professional services industry. He lives by the values of his business, and he’s known by his team for his passion, work ethic and commitment to his clients through providing the greatest opportunity for their financial future.

Across the Financial Planning businesses, we have the ambitious growth plan to be known as one of Australia’s leading providers of Financial Planning advice, helping our clients retire with financial peace of mind.

Daniel has worked hard to provide a great lifestyle for his family and enjoys being involved in all aspects of his children’s lives and also supporting his wife Julie to fulfil her own business dreams.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Redundancy
  • Aged Care
  • Property Investment
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Silver
  • First year providing advice 2001
  • Years of experience 23
  • Highest qualifications
    • Superannuation and Retirement Planning
    • Diploma of Financial Planning (DFP 1) (Introduction to Financial Planning)
    • Accredited Listed Product Adviser (ALPA)
    • Risk Management for Financial Planning Professionals
    • Investment Planning 1
  • Language spoken
    • English

Coastal Advice Group

15 Kenrick St
The Junction, NSW 2291

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

RetireInvest

AFSL 238429