Book Appointment Closed for new clients Christopher Cachia Senior Financial Planner, Director – Chief Executive Officer, Business Principal Christopher Cachia is the Director and Senior Financial Planner with CCA Financial Planners. He has over 20 years experience in financial services including extensive knowledge of financial issues relevant for Senior Executives, Business Owners & Professional…
Marcello RoglianoSenior Financial Planner & Head of Financial Planning Starting as a graduate in 2014, Marcello has progressed through CCA Financial Planners in various roles including, Client Services, Para-planning and Office management before his appointment in 2017 as a licensed Financial Adviser. Marcello has been working in the finance industry since 2011 and prides himself…
Anjali SharmaSenior Financial Planner With over 28 years of experience in the financial services industry, Anjali has spent more than a decade specialising in personalised financial advice. Since beginning her career in 1999, she has built lasting relationships with clients, guiding them through every stage of life with confidence and care. Anjali is dedicated to…
Ben HolianSenior Financial Planner Ben is a seasoned financial planner with 20 years of experience, dedicated to delivering high-quality advice tailored to his clients’ unique needs. His expertise is particularly strong in working with education professionals, where he has developed a deep understanding of retirement planning, including those with defined benefit superannuation schemes. With a…
Paul PatmanSenior Financial Planner With a career in the finance industry beginning in 1989, Paul brings over three decades of experience across banking and financial planning. His professional journey has included pivotal roles in paraplanning, personal risk advising, and comprehensive financial planning. Since embarking on his financial advice career in 1997, Paul has focused on…
Steve PerrettSenior Financial Planner Steve has been in the financial services industry since 1995 and a financial planner for over 20 years. His main focus has been on pre- and post-retirement planning as well as wealth creation. Steve prides himself on building relationships with his clients and providing exceptional customer service. Steve’s expertise spans a…
Elton RodriguesFinancial Planner I’m a driven young professional on the path to becoming a certified financial planner, currently completing my professional year. My journey into the world of finance began at RMIT, where I completed a double degree in financial planning and accountancy, laying a solid foundation of knowledge and expertise. Beyond my academic achievements,…
Xavier CachiaGeneral Manager With a Bachelor of Commerce in Finance & Management from Melbourne University, complemented by a Leadership Diploma from Alphacrucis College, I bring a robust blend of academic achievement and practical experience to my professional endeavors. My career journey has been characterized by diverse roles including Senior Sales at Trek, Accountant Vacationer at…
Jiing Chiang Senior Paraplanning & Compliance Manager Jiing brings a wealth of experience and a unique perspective to his role as Compliance Manager. Beginning his career as a paraplanner, Jiing progressed to Head of Paraplanning and Compliance Manager. His journey also includes roles in audit, as an associate adviser, and paraplanning coach – giving him…
Cigi CiniSenior Administration & Practice Manager Cigi is dedicated to providing a seamless and welcoming experience for our clients, ensuring that from the very first interaction, you feel like a valued part of our family. She will coordinate your appointments and addressing your needs, all while creating a comfortable and supportive environment. With Cigi, you…