Advice Associate - with Professional Year PathwayAdvice AssociateBuild Your Career With One of Australia's Most Recognised Advice FirmsIf 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 up-to-date, 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 PlannersHolistic Adviser of the Year – Marcello RoglianoClient Services Coordinator of the Year – Cigi CiniInnovator of the Year – Xavier CachiaThis 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 PathwaysWe 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 pathwayStructured Professional Year support (where applicable)Ongoing mentoring from senior advisersRegular development reviews and growth planningExposure to high-level strategy conversationsWe don't hire to fill seats.
We hire future leaders.Be Part of a Fast-Growing, Forward-Thinking FirmGrowth 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 RoleAs 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 developmentPrepare and assist in presenting SOAs and ROAsSupport advice implementation and compliance processesConduct investment, superannuation and insurance reviewsAssist in managing client relationships and meeting preparationProvide technical support across super, risk, retirement and investment strategiesContribute to strategic discussions and internal improvementsThis role offers real responsibility and real development — not just administrative support.What You'll Bring2+ years' experience in the advice industryStrong experience in advice implementationRG146 compliant with relevant tertiary qualificationsExperience preparing SOAs and supporting client meetingsHigh attention to detail and strong written communicationConfidence working with clients and internal stakeholdersA proactive, growth-oriented mindsetXplan experience highly regardedAdvanced Microsoft Office skills (especially Excel)Most importantly, you want to grow.What We OfferA structured and transparent career pathwayProfessional Year support (where applicable)Ongoing mentoring and trainingA collaborative, high-performance cultureFlexible work-life balance initiativesExposure to award-recognised advice processesCompetitive salary package: $75,000 – $95,000 (commensurate with experience)A team that genuinely invests in your long-term successAt 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.Be careful - Don't provide your bank or credit card details when applying for jobs.
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📌 Advice Associate - With Professional Year Pathway (Melbourne)
🏢 CCA Financial Planners
📍 Melbourne