Advice Associate - with Professional Year Pathway
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 cooperative 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.
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📌 Advice Associate - With Professional Year Pathway (Melbourne)
🏢 CCA Financial Planners
📍 Melbourne