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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. |
Paul was very helpful.He explained to me about solid shares and Vanguard!
I find a lot of the material quite difficult to understand but, Ben is very professional, very patient and, very clear in his presentation. I come away better informed and very much at ease due to Ben’s expertise.
Ben, as always, was professional, friendly and, clear in his explanations. Ben is always open questions and provides full and accurate answers.
Anjali was excellent I would highly recommend her.
Elton and his team has helped us with all the advice and explanation with our financial planning. We didn’t feel rushed at all and he worked out the best strategy for us for our financial goal and plan. He takes the time and effort to explain and work everything for us and to put our needs first with everything.
Because this area of investing is new to me, I have needed a great deal of explanation to understand all the "why and wherefores" over all these months. Dominic has unstintingly explained, and explained yet again, with unfailing patience until I have finally understood a particular concept. I value this patient, calm and generous use of his time and making sure each query has been fully comprehended by me.
Anjali was excellent with her down to earth & thorough explanations of the changeover from Bank First finance planning to CCA and the benefits to be had with my superannuation investment.
Did a great job organising my insurance. No issues, just smooth sailing
Marcello provides me with a comprehensive review of my portfolio that is easy for me to understand. He is very thorough and provides advice on making my assets perform as best they can. I also appreciate the regular email communication that gives up to date expert advice on the state of play in the financial world especially in times of global uncertainty
Frequently asked questions about CCA Financial Planners
How is CCA Financial Planners rated?
CCA Financial Planners has a 4.9 star rating with 520 reviews.
When is CCA Financial Planners open?
CCA Financial Planners is open now. It will close at 8:00 p.m.