Join an Industry-Leading, Holistic Financial Planning Firm

CCA Financial Planners (CCAFP) is a well-respected, award-winning financial planning firm, recognised as an industry leader in delivering holistic financial services. We provide comprehensive financial advice tailored to our clients’ needs, covering investments, retirement planning, insurance, estate planning, and wealth management.

We are seeking a Financial Planner who may have experience as a Paraplanner or Administrator, but holds the necessary qualifications to step into an advisory role. This is a fantastic opportunity for an ambitious professional looking to develop their career in a supportive, client-focused environment.

Why Join Us?

• Recognised Industry Leader – Providing holistic financial advice and services.
• State-of-the-Art Office – Located in Docklands with cutting-edge technology.
• Strong Career Progression – Structured training and mentorship available.
• Client-Centric Culture – Backed by over 100 five-star client reviews.
• Competitive Remuneration – Salary package based on experience.

About the Role

As a Financial Planner, you will work closely with clients to provide high-quality financial advice, ensuring their goals and financial security are met. You will be supported by a team of experienced paraplanners and administrators, allowing you to focus on delivering strategic, client-focused advice.

Key Responsibilities

• Provide holistic financial advice across investments, superannuation, retirement planning, risk insurance, and estate planning.
• Conduct client meetings, develop financial strategies, and implement tailored plans.
• Work alongside paraplanners and admin staff to ensure seamless client service.
• Build and foster strong client relationships through high-quality service.

Minimum Requirements to be a Financial Planner

• Approved Bachelor’s degree (e.g., Financial Planning, Commerce, or equivalent).
• Completion of FASEA Exam.
• Completion of Professional Year (PY) (if required).

• Can be an experienced Financial Planner or an aspiring adviser with experience as a Paraplanner or Administrator.

• Relevant Financial Planning Qualifications:
• Experience:
• Strong technical knowledge in wealth creation, superannuation, investments, and insurance.
• Excellent communication and client relationship skills.
• Xplan experience is desirable but not essential.

What We Offer

• Clear Pathway to Success – Structured mentorship and career development.
• Supportive Team Environment – Work with experienced planners, paraplanners, and admin staff.
• Quality Training & Development – Gain exposure to a wide range of financial strategies.
• Work-Life Balance – Flexible, professional work environment.

Our philosophy is built on helping our clients and team members be the best they can be. If you’re a passionate financial professional looking for an exciting career move, we encourage you to apply.

Apply Now! Contact CCA Financial Planners to explore this opportunity further.