Terry LewisSenior Advice Associate Terry has been with CCA for 5 years now and was formerly an adviser with his own practice. He has been in the industry since 2001 and brings a wealth of knowledge and insight to CCA. Terry’s knowledge of financial strategies and options is extensive, and he enjoys rolling up his…
Flora LanSenior Advice Associate Starting her career with a strong financial planning and risk management foundation, Flora Lan has progressively advanced through various roles within the financial services industry. Holding the prestigious Certified Financial Risk Manager (FRM®) designation, Flora has demonstrated exceptional proficiency in managing financial risks and implementing effective risk management strategies. With a…
Dhruv Brahmbhatt Senior Advice Associate Dhruv is a dedicated and experienced professional who joined CCA with confidence, driven by a strong desire to learn & grow, making him a valuable asset to the CCA family. He holds a Master of Business Administration (MBA) with dual specialisations in Financial Management and Business Laws. With over four…
Alisa Surya Advice Associate Alisa Surya is a Registered Financial Adviser with a comprehensive background in accounting, finance, and strategic advisory. With over 15 years of experience in the financial services industry, she has developed a reputation for delivering insightful, client-focused solutions that support long-term financial wellbeing. Holding a Master of Applied Finance and a…
Raymond El Bazouni Advice Associate Since entering the financial planning industry in 2018, I’ve developed a strong foundation in helping clients navigate their financial futures. I hold both a Master of Financial Planning and a Graduate Diploma in Financial Planning, which have equipped me with the technical expertise and ethical grounding essential to delivering high-quality…
Payal ShahAdvice Associate Payal is a highly dedicated and client-focused financial services professional with over eight years of experience in the industry. Her career began with a Bachelor of Commerce (majoring in accounting) and progressed through the Diploma and Advanced Diploma in Financial Planning, including full RG146 compliance. Her professional journey started as a Paraplanner,…
Adye Douglas Advice Associate An aspiring Financial Adviser, I’m passionate about all things finance, investing and making a positive difference to the lives of others. Currently undertaking my professional year, it’s my ambition to help others improve their financial wellbeing and achieve their financial goals. Beyond work, I’m a keen sportsman with strong interests in…
Dominic D’SouzaAdvice Associate Aspiring professional with a special interest in building a long-term career as a Financial Advisor. Dominic is a personable and driven individual pursuing his Bachelor of Commerce, majoring in Finance. His journey into financial advising stems from family aspirations to build a legacy of financial security and empowerment, inspired by the value…
Ashleigh DaveyClient Services Officer I am an ambitious and dedicated financial planning professional, completing my Bachelor of Business with a major in Financial Planning. My passion lies in helping individuals and families achieve financial security and build wealth with confidence. With a background in accounting and bookkeeping, I bring a strong foundation in financial management,…
Thavisha Ravi Abeynayaka Client Services Officer With a background in pharmacy and a passion for helping others, I’m currently transitioning into financial planning and completing the qualifications required to become a certified advisor. I bring a strong academic mindset, a genuine desire to support clients, and a deep interest in investments, retirement planning, wealth creation,…