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CCA Financial Planners
- Finance
- Docklands, VIC
About this business
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. |
Anjali was very clear and helpful in discussing changes to my superannuation plan from Bank First to CCA. It was easy for me understand and ask questions. Helpful advice.
Anjali explained everything I needed to know very clearly and was happy to answer all of my questions. I feel very confident in the advice that she has given me.
Anjali has always been helpful and pleasant while providing us with guidance and advice on our retirement financial preparations. We’ve never felt anxious or unsure in our multiple dealings with her. She provides easy to understand descriptions of the products and services we have utilised. I’m happy to recommend Anjali and CCA to anyone looking for financial planning assistance and guidance.
Good feedback, excellent update on my current situation and advice on how to proceed in the future.
Elton was. Kind and patient with us when we expressed that we wanted to do other things. Managed our tricky questions and sought advice when needed. So as first time investors, we are grateful to have Elton guide us through
Our advisor was clear and succinct especially as far as costings and the value of maintaining our present risk level superannuation scheme! We appreciate having been linked with Paul especially as we are able to understand him and this gives us a greater sense of security than we have experienced with other financial advisors in the past and we trust we can continue with him as our advisor!
Paul managed to make clear our options for the future investment opportunities. No mean feat His ability to relate using Australian vernacular was appreciated without a difficult accent often found in the financial services
Very thorough explanation of changes in a way I could understand. Pleased with service and that Ben is continuing to assist me.
Always helpful and extremely competent with all our requests and financial activities especially dealing with Cenrelink on our behalf. Raymond is prompt, informative and a pleasure to deal with.
Frequently asked questions about CCA Financial Planners
How is CCA Financial Planners rated?
CCA Financial Planners has a 4.9 star rating with 369 reviews.
When is CCA Financial Planners open?
CCA Financial Planners is closed now. It will open tomorrow at 8:00 a.m.