Shrey MandaliyaParaplanning Team Lead Shrey is our distinguished Paraplanner with a remarkable academic background and over two years of experience in the financial planning industry. Honoured with ‘Gold medal’ in Masters in Business Administration (MBA) with a specialisation in Finance, Shrey brings a blend of academic excellence and practical expertise to the table. Recognised for…
Khushali ShahParaplanner Khushali Shah brings a strong foundation and passion for financial planning to her role as Paraplanner. With 4 years of experience in the financial planning industry, she has completed a Master’s in Finance and Marketing, reflecting her commitment to ongoing professional development and delivering high-quality support to clients. Khushali has a keen interest…
Roshni Shah Junior Paraplanner Roshni Shah is a dedicated junior paraplanner with one year of experience in the financial planning industry. She is currently pursuing the Certified Financial Planner (CFP) certification, reflecting her commitment to ongoing professional development and delivering high-quality support to clients. She has a strong interest in building efficient financial solutions and…
Pranav Vyas Junior Paraplanner Pranav is a dedicated Junior Paraplanner with 1.5 years of experience in the financial planning industry. He’s passionate about helping clients achieve financial freedom while focusing on preserving and growing their wealth. With a Master of Business Administration and a specialisation in Finance, Pranav combines strong analytical skills with a client-focused…
Yeshvi Sheth Junior Paraplanner Yeshvi is a committed Junior Paraplanner with over one year of hands-on paraplanning experience and an additional 1.5 years in the broader financial services industry. With an MBA in Finance, she pairs strong technical foundations with a clear understanding of how advice needs to be structured, justified, and compliant. She is…
Sue LaiAccounts A long time ago in a land far, far away (actually New Zealand), I graduated with a Bachelor of Commerce degree (majoring in Accounting). After working in Multinationals and several local industries, I have happily landed at CCA Financial Planners. It is a joy coming in and working with Chris and his dedicated and…