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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. |
I was incredibly impressed with the service Elton provided. He came to my home and took the time to discuss my finances and helped set up all of my online accounts, ensuring I could easily access my IOOF account. As someone who struggles with technology, I would have found it very difficult to do this via the online meeting that was originally planned. Elton was patient, professional, and went above and beyond to help. I’ve never had anyone provide this level of personal service before, and I’m extremely grateful for his sup... read more
Always feel welcome at CCA. The meeting with Marcello was productive, informative and very friendly. My super is preforming very well, thanks to the team at CCA.
Ben as always was very helpful and explained everything
Subject matter knowledge great, well informed confident. In tune with my profile, to recommend strategy to make my dollars work harder. Marcello honest and astute with ups and down of Australia and International funds performances.
We usually do online reviews because we live in Wangaratta so decided for once we’d take the train into the city from Sunbury. It was good for once seeing where Ben works and probably easier to review things in person. A good experience.
As usual l was greeted by a lovely young lady whose name escapes me at present lm ashamed to say. She was extremely pleasant to chat with and offered coffee or water. As usual Ben was very helpful, friendly and extremely knowledgeable and patiently explained anything l didn't understand. I couldn't be more happier nor confident with his advice.
Anjali makes a stressful yearly event proceed very smoothly. She explains everything clearly and is easy to understand She is always very professional and very patient. She provides personal advice and guidance when asked for my long-term financial plan.
At my recent review, as always, I felt well informed & advised by Anjali. It was reassuring to view & discuss my portfolio after some uncertain times. Anjali is patient & I feel that I’m in safe hands. Thank you
We have just had our annual meeting with Anjali Sharma. As usual we always find Anjali friendly, helpful and informative. Everyt7is explained in a clear and easily understood manner. She is always very thorough. Thanks Anjali Neil and Marg Morris
Frequently asked questions about CCA Financial Planners
How is CCA Financial Planners rated?
CCA Financial Planners has a 4.9 star rating with 728 reviews.
When is CCA Financial Planners open?
CCA Financial Planners is open now. It will close at 8:00 p.m.