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Coastal Advice Group makes triple advice acquisition
['Shy-Ann Arkinstall']
Money Management
Coastal Advice Group has completed the acquisition of three businesses across Australia, continuing its national expansion strategy after the firm set its sights on major expansion over the next financial year.
“Together, these partnerships not only expand our reach but also ensure local advisers remain embedded in their communities, giving more Australians access to trusted, face-to-face financial advice where they live,” Coastal Advice said.
Coastal Advice CEO Daniel Brown said: “Our growth is not just about size, it’s about people.
“Every new step we take is powered by the incredible professionals who make up Coastal Advice Group.
Through this partnership, Merchant took a minority, non-controlling position in Coastal Advice, providing capital to drive the advice firm’s expansion.
['business'
'expansion'
'firm'
'wealth'
'makes'
'group'
'triple'
'growth'
'management'
'acquisition'
'coastal'
'financial'
'advice']