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CCA Financial Planners
- Finance
- Docklands, VIC
About this business
CCA Financial Planners is a name you can trust when it comes to providing financial advice, comprehensive research to compare current and discontinued life insurance policies, superannuation, pension funds and effective measures for income protection. As a financial planner since 1989, we have been doing this service for over 33 years now. You can be assured to get only the best strategy and advice for all your financial planning and insurance requirements.
Location details
Level 15/401 Docklands Drive, Suite 19, Docklands, VIC, 3008, Australia
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 8:00 p.m. | |
| Tue | 8:00 a.m. to 8:00 p.m. | |
| Wed | 8:00 a.m. to 8:00 p.m. | |
| Thu | 8:00 a.m. to 8:00 p.m. | |
| Fri | 8:00 a.m. to 8:00 p.m. | |
| Sat | 8:00 a.m. to 8:00 p.m. | |
| Sun | 8:00 a.m. to 8:00 p.m. |
Steve listened to how I felt about my finances and advised accordingly. I feel as though I could trust what he says.
Steve explained everything clearly and gave us the confidence to continue with him as our financial adviser after the move from Bank First.
Ben has always been clear and informative. This week was no exception.
I was very impressed with Elton’s comprehensive delivery & financial strategy advice today & am looking forward to continuing my association with him & CCA in the future.
Elton was patient and explained things well. He was happy to explain things in a variety of ways to ensure we were clear about what was being discussed. We are happy with the product offered and the ongoing support.
Marcello continues to explain procedures and processes thoroughly to ensure we have gained a comprehensive understanding of the portfolio. He is most personable and respectful so we have entrusted him with our future needs and finances with the knowledge that he is providing us with a quality service. Thank you , Marcello.
Ben Holian has been our advisor for many years and has always explained our finances clearly. Our Super fund has grown beyond expectations and we are grateful for his sage advice. We have often mentioned the wonderful service we have received through Ben and the Bankfirst staff and now through CCA. It is a pleasure to be able to speak to a person at CCA and have oir requirements delt with so promptly.
A most informative and stress free event. Anjali our adviser was able to explain what CCA was offering and how it would benefit us most. Angali answered our questions and concerns fully, and we felt very comfortable with what she offered and are happy to go forward with her advice. Thank you Anjali
I greatly appreciated the fact that even though we were nearly an hour early for the appointment we were sent, and even though Anjali had been informed of a different appointment time, she happily dropped everything and saw to us. Then through the whole process all our questions were answered with clear definitions for our limited understanding of the legal jargon, financial concepts and acronyms! The results being we believe the CCA is offering us the very best financial planning for our future, and we are very thankful.
Frequently asked questions about CCA Financial Planners
How is CCA Financial Planners rated?
CCA Financial Planners has a 4.9 star rating with 248 reviews.
When is CCA Financial Planners open?
CCA Financial Planners is open now. It will close at 8:00 p.m.