Advice Associate

Build Your Career With One of Australia’s Most Recognised Advice Firms

If you’re ambitious, growth-focused, and serious about building a long-term career in financial planning, this could be the opportunity that changes your trajectory.

CCA Financial Planners has tripled in size and continues to expand rapidly. We are a high-growth, privately owned financial planning firm with over 35 years of history, combining the strength of an established practice with the energy and innovation of a modern, forward-thinking business.

We’re not just growing in size, we’re growing in reputation.

In the most recent IFA Excellence Awards, we were named Top 10 finalists in four major categories:

Holistic Advice Firm of the Year – CCA Financial Planners

Holistic Adviser of the Year – Marcello Rogliano

Client Services Coordinator of the Year – Cigi Cini

Innovator of the Year – Xavier Cachia

This recognition reflects the culture we’ve built, one centred on excellence, innovation, collaboration, and genuine client impact.

Now, we’re looking for someone who doesn’t just want a job, but wants to grow with us.

Why Join CCA?

Clear Career Progression Pathways

We are intentional about career development. Whether your goal is to become a fully qualified Adviser, move into leadership, or deepen your technical expertise, we provide:

A clearly mapped progression pathway

Structured Professional Year support (where applicable)

Ongoing mentoring from senior advisers

Regular development reviews and growth planning

Exposure to high-level strategy conversations

We don’t hire to fill seats. We hire future leaders.

Be Part of a Fast-Growing, Forward-Thinking Firm

Growth creates opportunity.

Because we are expanding, new roles and leadership opportunities are emerging. You’ll join a team where performance, initiative, and contribution are recognised and rewarded.

You’ll work in our stunning waterfront Docklands office, using industry-leading technology and systems, alongside a collaborative team that values ideas, improvement, and innovation.

If you want to develop, stretch yourself, and accelerate your career, this environment will support that.

The Role

As an Advice Associate, you will play a key role in delivering high-quality, holistic advice to our clients.

You will:

Work closely with senior advisers on strategy development

Prepare and assist in presenting SOAs and ROAs

Support advice implementation and compliance processes

Conduct investment, superannuation and insurance reviews

Assist in managing client relationships and meeting preparation

Provide technical support across super, risk, retirement and investment strategies

Contribute to strategic discussions and internal improvements

This role offers real responsibility and real development — not just administrative support.

What You’ll Bring

2+ years’ experience in the advice industry

Strong experience in advice implementation

RG146 compliant with relevant tertiary qualifications

Experience preparing SOAs and supporting client meetings

High attention to detail and strong written communication

Confidence working with clients and internal stakeholders

A proactive, growth-oriented mindset

Xplan experience highly regarded

Advanced Microsoft Office skills (especially Excel)

Most importantly, you want to grow.

What We Offer

A structured and transparent career pathway

Professional Year support (where applicable)

Ongoing mentoring and training

A collaborative, high-performance culture

Flexible work-life balance initiatives

Exposure to award-recognised advice processes

Competitive salary package: $75,000 – $95,000 (commensurate with experience)

A team that genuinely invests in your long-term success

At CCA, you won’t be a number. You’ll be part of a firm that is expanding, evolving, and building something meaningful — and we want people who are excited to build with us.