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Daniel Brown

CEO and Senior Financial Adviser

Daniel is the CEO and Senior Financial Adviser of Coastal Advice Group.
With 20 years in the financial planning industry, currently owning and operating four financial planning businesses on the NSW east coast, Daniel’s expertise in the industry is second to none.

Over the past 6 years, Daniel has led CAG to expand and succeed. The growing practice now has 12 qualified financial advisers who are helping people of all ages to achieve their financial goals.

As CAG continues to grow, Daniel lives by the idea that CAG should operate like a business that does financial planning, rather than the other way around. It is this mindset that has led Daniel to where he is today – operating and coaching multiple businesses in Financial Planning and Business Development.

Daniel mentors and coaches CAG’s advisers to share his expertise, and also coaches advisers across Australia to share his approach and systems that have led him to succeed.
He has long held the belief that “success leads clues” and when it comes to marketing strategies that have achieved results for Coastal Advice Group, he wants to share with others the very same path to success – which led to the creation of Marketing Branding Sales.

Daniel is constantly exploring platforms and technologies that can help to transform the advice industry and support more advisers. In conjunction with Coastal Advice Group, Daniel has founded Coastal Recruitment Group – a recruitment agency that specialises in the financial services industry to help financial businesses grow efficiently.

Further, Daniel is also creating a national-scale financial services hub where everyday Australians can learn more about their finances and be guided to make smart money decisions. This platform will also connect individuals looking for financial support to the right service provider based on their life stage and unique financial situation.

Innovation has always been an important factor to Daniel in his businesses. Through new industry-leading technology, Daniel’s aim is to disrupt the norms within the financial advice industry and bring CAG clients a truly unique, innovative experience to help them on their financial journey.

“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. We are continuing to expand along the coast of NSW to help more people in regional areas have access to high-quality financial advice.”

AFA - Member of AFA

Specialises in:

  • Superannuation
  • Self-Managed Super Funds
  • Insurance
  • Wealth Creation / Investment Advice
  • Property
  • Savings / Budgeting
  • Borrowing to Invest
  • Retirement Planning
  • SME’s

If you’d like to ask Daniel any questions please contact him by phone or email:

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