Daniel Brown

With over 21 years of experience in providing financial advice, Daniel’s expertise is unparalleled in the industry. He established his first office in Newcastle in February 2016, which evolved into the Coastal Advice Group. Now, with four locations along the east coast of NSW and recent expansion into Adelaide, South Australia, Coastal Advice Group continues to grow.

In 2024, Daniel decided to step back from providing financial advice and committing himself full-time to the Coastal Advice Group Leadership Team.

Under Daniel’s leadership, the ever-expanding team and locations are dedicated to creating a personalised client experience. Our team remains aligned with our mission of helping clients achieve financial freedom. Coastal Advice Group’s culture is driven by our core values: 1) Client First, 2) 100% of the Truth, 100% of the Time, and 3) No Limiting Beliefs.

Having transitioned from day-to-day advisory roles, Daniel now focuses on leading the business as CEO through a sustained growth period. Our client-first approach has led to the investment in our own lending, accounting, and specialist insurance claims services.

Daniel is committed to continuous learning, drawing insights from leading financial advice businesses around the world. This commitment ensures that Coastal Advice Group remains at the forefront of the industry, consistently delivering the best possible outcomes for our clients and team members.