Our Team
Your Advisers
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 20 years experience in financial services including extensive knowledge of financial issues relevant for Senior Executives, Business Owners & Professional People. Chris has completed his Advanced Diploma in Financial Planning and is a Certified Financial Planner.
Christopher's qualifications and specialties include:
Ben Sullivan B.Bus. Dip FP
Financial Planner
Ben joined the team at CCA Financial Planners in 2008 as a financial planner. With a background in marketing, corporate sales and client services, Ben has a strong focus on customer satisfaction and helping people achieve their financial and lifetime goals.
Ben's qualifications include:
Oliver Adamkiewicz Dip FP
Financial Planner
Oliver has previously worked for leading banks in both the UK and Australia. He was a key player in implementing a retention strategy for Comminsure and the driver for its success. During this time he quickly identified that his passion lies in helping people with their financial planning so he chose to pursue a career as a Financial Adviser. Oliver joined CCA Financial Planners in August 2009 to help clients with their Risk Insurance, Superanuation and Debt reductions strategies. Oliver prides himself on his customer services and helping his clients achieve their goals.
Oliver's qualifications include:
Mark Montalto
Lending Manager
Mark has been in the banking industry for over 5 years and of this and has specialised in Home Lending. Mark is an accredited and full member with the Mortgage & Finance Association of Australia (MFAA). Mark is very client focused and assists in guiding clients every step through the Home Loan process.
Your Support Team
Simone Bernard
Office Manager, Senior Paraplanner
Simone joined CCA Financial Planners in August 2008. She has over 10 years experience in the financial planning industry, initially beginning as a personal assistant progressively moving to a senior paraplanner position. Simone has extensive experience in assisting financial planners and handling all client queries.
Simone's specialities include:
Sarah Alford B.Comm.
Client Service Manager
Sarah Alford is a young and vibrant worker. Since joining the team at CCA Financial Planners she has illustrated her ability to assist clients with their queries, implement strategies on time and to the client's preferences. Sarah has a Bachelor of Commerce, Majoring in Accounting, Finance and Financial Planning.
Sarah's qualifications include:
Stephanie Farrar Adv. DipFS
Client Service Manager
Stephanie came to CCA Financial Planners in 2001 and since then has become an invaluable addition to the practice. Stephanie has directly assisted in developing the practice through her ability to provide clients with the information and care required. Stephanie has previously completed both her Advanced Diploma in Financial Services and Diploma in Financial Planning.
Stephanie's qualifications and specialties include:
Sarah Harris Adv. Dip Acc
Client Service Manager
Sarah has been with apart of the CCA Financial Planners team since 2003 and has been a splendid addition to the team, assisting both the financial planners directly and several clients with their issues and queries. Sarah is been involved in the financial services industry since 1995 and has completed Advanced Diploma in Accounting.
Sarah's qualifications and specialties include:
Ilona Walker
Client Service Manager
Ilona came to the financial planning industry in 2004 with a strong customer service background and has since gained vast experience in assisting advisers and clients. Ilona joined the team at CCA in August 2009.
Ilona's qualifications include:
Jenni Trajcevski
Client Service Officer / Receptionist
Jenni joined the team at CCA Financial Planners in August 2009 . She has extensive administration experience. Jenni's friendly nature is a splendid addition to our team.
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 20 years experience in financial services including extensive knowledge of financial issues relevant for Senior Executives, Business Owners & Professional People. Chris has completed his Advanced Diploma in Financial Planning and is a Certified Financial Planner.
Christopher's qualifications and specialties include:
- Certified Financial Planner
- Advanced Diploma in Financial Services
- Self Managed Superannuation Fund Specialist
- Alternative Business Structures and Asset Ownership Specialist
- Risk Insurance Specialist
- Corporate Super Fund Specialist
Ben Sullivan B.Bus. Dip FP
Financial Planner
Ben joined the team at CCA Financial Planners in 2008 as a financial planner. With a background in marketing, corporate sales and client services, Ben has a strong focus on customer satisfaction and helping people achieve their financial and lifetime goals.
Ben's qualifications include:
- Bachelor of Business (Marketing)
- Diploma of Financial Services (Financial Planning)
Oliver Adamkiewicz Dip FP
Financial Planner
Oliver has previously worked for leading banks in both the UK and Australia. He was a key player in implementing a retention strategy for Comminsure and the driver for its success. During this time he quickly identified that his passion lies in helping people with their financial planning so he chose to pursue a career as a Financial Adviser. Oliver joined CCA Financial Planners in August 2009 to help clients with their Risk Insurance, Superanuation and Debt reductions strategies. Oliver prides himself on his customer services and helping his clients achieve their goals.
Oliver's qualifications include:
- Diploma of Financial Services
Mark Montalto
Lending Manager
Mark has been in the banking industry for over 5 years and of this and has specialised in Home Lending. Mark is an accredited and full member with the Mortgage & Finance Association of Australia (MFAA). Mark is very client focused and assists in guiding clients every step through the Home Loan process.
Your Support Team
Simone Bernard
Office Manager, Senior Paraplanner
Simone joined CCA Financial Planners in August 2008. She has over 10 years experience in the financial planning industry, initially beginning as a personal assistant progressively moving to a senior paraplanner position. Simone has extensive experience in assisting financial planners and handling all client queries.
Simone's specialities include:
- Client and Business Relationship building
- Client Care Specialist
- Development of dynamic holistic financial plans
Sarah Alford B.Comm.
Client Service Manager
Sarah Alford is a young and vibrant worker. Since joining the team at CCA Financial Planners she has illustrated her ability to assist clients with their queries, implement strategies on time and to the client's preferences. Sarah has a Bachelor of Commerce, Majoring in Accounting, Finance and Financial Planning.
Sarah's qualifications include:
- Bachelor of Commerce, Majoring in Accounting, Finance and Financial Planning
- Client Care Specialist
Stephanie Farrar Adv. DipFS
Client Service Manager
Stephanie came to CCA Financial Planners in 2001 and since then has become an invaluable addition to the practice. Stephanie has directly assisted in developing the practice through her ability to provide clients with the information and care required. Stephanie has previously completed both her Advanced Diploma in Financial Services and Diploma in Financial Planning.
Stephanie's qualifications and specialties include:
- Advanced Diploma in Financial Services
- Diploma in Financial Planning
- Client Care Specialist
Sarah Harris Adv. Dip Acc
Client Service Manager
Sarah has been with apart of the CCA Financial Planners team since 2003 and has been a splendid addition to the team, assisting both the financial planners directly and several clients with their issues and queries. Sarah is been involved in the financial services industry since 1995 and has completed Advanced Diploma in Accounting.
Sarah's qualifications and specialties include:
- Advanced Diploma in Accounting
- Client Care Specialist
Ilona Walker
Client Service Manager
Ilona came to the financial planning industry in 2004 with a strong customer service background and has since gained vast experience in assisting advisers and clients. Ilona joined the team at CCA in August 2009.
Ilona's qualifications include:
- Client Care Specialist
Jenni Trajcevski
Client Service Officer / Receptionist
Jenni joined the team at CCA Financial Planners in August 2009 . She has extensive administration experience. Jenni's friendly nature is a splendid addition to our team.
