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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 personable and easy to speak to. She provided excellent feedback on all areas of my port folio. She answered all queries honestly. Thank you so much for coming to our house so we could meet you personally. Lois Middleton.
Marcello explained our financial position clearly and in detail
Very good communication and information throughout the time we have been dealing with the crew at CCA.
Always a very comprehensive report! Thank you for taking the time to explain things to me! Steve always makes the meeting friendly and professional! Thanks in advance for preparing the Commonwealth Pension application!
Ben was well prepared & efficient as usual. He took us thru the data and explained where necessary.
It was good to catch up with Ben again for our Annual Review. We have trust in him managing our portfolio even if we don’t fully understand all the information and data he presents.
Very supportive and clear iinfomation. Helpful for me as I’m a bit of a layman on financial details.
We had a very professional consultation via Teams for our annual review. Everything is really well organised, with pre-meeting documents provided in a timely way, the appointment scheduled to our needs and helpful reminders. We are encouraged to be engaged, clarify our understandings in a relaxed and caring atmosphere. We feel very comfortable and secure with Marcello's management of our finances. This was our second meeting and we feel confident with Marcello's review and recommendations for the next 12 months as well as hi... read more
We needed to withdraw funds from our investment for house repairs and Anjali was so helpful.. She always returns calls promptly and it's a pleasure to deal with her.
Frequently asked questions about CCA Financial Planners
How is CCA Financial Planners rated?
CCA Financial Planners has a 4.9 star rating with 677 reviews.
When is CCA Financial Planners open?
CCA Financial Planners is open now. It will close at 8:00 p.m.