Brand profile · Financial Services

Coastline Private Wealth

Wembley, Western Australia-based Coastline Private Wealth operates in Financial Services. It is privately held, and its site is coastlinepw.com.au. It holds one address on record, all in Australia. Headcount on record is 7. Its work is tagged investment advice and financial advice. It is listed alongside five similar brands, mostly in Financial Services.

Profile live Privately Held Founded 2012 1 office country

Key facts

Counted staff
7
self-reported 2–10 band
Founded
2012
14 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
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Description

"We help you to get your financial affairs in order, giving you time to focus on what matters most".

Our Advice Methodology:

We break down our advice into 3 distinct areas which we consider to be inter-related, which are Health, Wealth and Well-being. Each area plays a pivotal role in providing you with the best probability of reaching the goals you have set, while mitigating risk on the journey.

In today's dynamic and complex world we believe in dedicated specialists that work together to ensure you get the best advice and timely implementation.

This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, you should consider whether the information is appropriate in light of your particular objectives, financial situation and needs.

Coastline Private Wealth is a Corporate Authorised Representative of Oreana Financial Services Limited ABN 91 607 515 122 AFSL 482234

Email: solutions@coastlinepw.com.au

Specialties

All 3 specialties
  • Financial Advice
  • Personal Insurance Advice
  • Investment Advice

Locations

Country footprint

Offices in 1 countryCountry footprint: 1 country, primary AU. Codes: AU.1 countryprimary AUAU
Show as table · Offices in 1 country
Offices in 1 country
Countries1
Primary countryAU

All codes: AU

Addresses

  • AUUnit 19; 127 Herdsman Parade; Wembley, Western Australia 6018Primary

Grid intelligence Members

Spending power

TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.

Spending power

Signals & hiring

Hiring, headcount and registry-change signals, streamed to members.

Latest signal
Hiring activity
Headcount trend

Financials

Registry-filed capital and financial indicators, standardised by TheGrid.

Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss

People & contacts

4 employee profiles on record · names withheld.

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FAQ

How many people work at Coastline Private Wealth?

7 counted staff profiles at January 2026, inside the self-reported 2–10 band.

Where does Coastline Private Wealth have offices?

One address on record, Australia only. Primary: Unit 19, 127 Herdsman Parade, Wembley, Western Australia 6018.

Has Coastline Private Wealth raised funding?

None linked to this brand.

What does Coastline Private Wealth list as its specialties?

Three tags on the brand's own list, among them investment advice and financial advice.

Which companies are listed alongside Coastline Private Wealth?

2 profiles list Coastline Private Wealth as a peer — 54th percentile in Financial Services. It lists six peers of its own. Silvan Ridge Wealth and Inspired Money list it back.

What is Coastline Private Wealth's website?