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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. |
Marcello is very friendly & made us relaxed.
We were advised by our previous financial advisor to go to CCA and meet up with them to see how we feel about using their services. We were impressed by their professional services and representatives and look forward to working with them in the future.
We met this time at the Coburg Office. Marcello explained everything clearly and we signed the relevant documents.
Very professional but at the same time our new advisor talks to us at a level that we can understand. Prepared with documentation and answer any questions we may have. Today we saw someone new. He was great but you could tell that he is new at being an advisor. (Reason being it’s very resent for him). He will become a great asset for the company and a great advisor for us. Looking forward to further discussing our needs. Xavier Cacia Thankyou for today!
Business response:
Thank you, John and Helen, for not just one, but two glowing reviews! 🌟🌟 We truly appreciate you taking the time to share your experience with CCA Financial Planners. It means so much to us that after a 2 years, you feel confident and happy with our service. We know that trusting someone with your financial future is a big decision, and we’re honoured to be on this journey with you. Your feedback on our team’s professionalism, patience, and support is incredibly rewarding, and we’re also grateful for your kind words ... read more
My experience with CCA with interviews with Chris and Elton have been respectful, informative and helpful. All contacts I have had have been most comforting and encouraging that my interests are in good hands.
Business response:
Thank you so much, Jillian, for your **5-star review!** ⭐⭐⭐⭐⭐ It’s truly wonderful to hear that your experience with me and Elton has been respectful, informative, and reassuring. We strive to ensure our clients feel confident and supported every step of the way, so your kind words mean a lot. We appreciate your trust and look forward to continuing to help you achieve your financial goals! Cheers, **Christopher Cachia / DipFp** **CERTIFIED FINANCIAL PLANNER ® professional** 📞 0418 360 771 ✉️ chris@ccafp.com.au *... read more
After initial problems in communication with CCA Financial Planners which have been discussed I was very happy with my meeting with Marcello yesterday. I was ready to look elsewhere and Marcello phoned me to discuss the problems that I had had and and offered to come to meet me which happened yesterday at Hoppers Crossing Library yesterday. Marcello's document Retire in Style was very thorough. He is very professional and passionate about providing the best for his client. I appreciate that Marcello contacted m... read more
Business response:
Thank you, Margaret, for your **5-star review!** ⭐⭐⭐⭐⭐ We truly appreciate your honesty and patience as we worked through the initial communication issues. It’s wonderful to hear that Marcello’s dedication and professionalism helped turn things around and that you found value in the *Retire in Style* plan. At CCA Financial Planners, we are committed to delivering the best service and ensuring our clients feel heard, valued, and well-supported. Your trust means a lot, and we’re delighted you’re happy with the outcome! Chee... read more
Elton was introduced to us after our initial and informative meeting with Chris. Elton was well prepared and had an excellent understanding of our financial situation. He put us at ease very quickly while explaining and clarifying any of our concerns. We look forward to our follow up meeting with Elton in the near future.
Business response:
Thank you, Pauline & Rob, for your **5-star review!** ⭐⭐⭐⭐⭐ We’re delighted to hear that your experience with both myself and Elton has been informative and reassuring. It’s great to know that Elton’s preparation and understanding of your financial situation helped put you at ease. We appreciate your trust and look forward to your follow-up meeting to continue supporting you on your financial journey! Cheers, **Christopher Cachia / DipFp** **CERTIFIED FINANCIAL PLANNER ® professional** 📞 0418 360 771 ✉️ chris@ccafp... read more
Time spent explaining and answering questions. Very relaxed presentation
Business response:
Thank you, Wenn Rex, for your **5-star review!** ⭐⭐⭐⭐⭐ We're so pleased to hear that you found our approach relaxed and informative. Taking the time to explain and answer questions is key to ensuring confidence in your financial decisions, and we’re glad you had a positive experience. We appreciate your support and look forward to continuing to assist you! Cheers, **Christopher Cachia / DipFp** **CERTIFIED FINANCIAL PLANNER ® professional** 📞 0418 360 771 ✉️ chris@ccafp.com.au *"The finest compliment we can rece... read more
Elton was very thorough and answered all our questions satisfactorily. After talking to us he seemed to understand where we were coming from and what we required financially . It was also great that Chris joined the meeting as well .
Business response:
Thank you, Robyn, for your wonderful 5-star review! We’re so pleased to hear that Elton was thorough and answered all your questions, ensuring he understood your financial needs. It was a pleasure to join the meeting as well and be part of the discussion. We also appreciate your additional feedback earlier, and we’re grateful for the opportunity to assist you. Your support and trust in CCA Financial Planners mean the world to us! Cheers, **Christopher Cachia / DipFp** **CERTIFIED FINANCIAL PLANNER ® professional** ... read more
Frequently asked questions about CCA Financial Planners
How is CCA Financial Planners rated?
CCA Financial Planners has a 4.9 star rating with 107 reviews.
When is CCA Financial Planners open?
CCA Financial Planners is closed now. It will open at 8:00 a.m.