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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. |
We had a very productive and informative review with Elton. Great review session. Walking away from the meeting feeling very happy with the advice and comfortable with our financial position.
An excellent annual review. Marcello inspires trust and professional confidence and has a very warm relational style. Very pleased to recommend him and CCA.
Very personable. Gave clear explanations. Answered all my pertinent questions.
I can highly recommend CCA to anyone to manage their financial status. I had my annual review with Marcello Rogliano Ashleigh, Tiffania and Flora have been so helpful and I am always very confident in positive results financially Very efficient with their communication, emails , phone calls and actions to be implemented I am confident with the management of my finances which is so important for everyone It is so easy to get there to the office with parking across the road, which is great
We appreciated the informative meeting as it clarified many of our questions on how our portfolio is managed. We have a clearer understanding of what fees we are charged and the benefits of switching to ETF’s, plus a comparison of risks and returns. We were pleased to meet with Steve and Adje and they were very efficient and helpful.
Clearly explained our current position and other options available. A lot to take in but comforting to know that we can always make contact if necessary.
The paperwork to prepare for today’s appointment arrived in a timely manner. Marcello was willing to listen to my questions and clarified them all. He summarised my financial plan satisfactorily and suggested a remedy to access some funds quickly.
Very positive experience. Elton was very thorough and explained the investments so they were easy to understand by a lay person. CCA goes about their business in a very professional way. Happy to do business with them.
Very easy and informative chat.
Frequently asked questions about CCA Financial Planners
How is CCA Financial Planners rated?
CCA Financial Planners has a 4.9 star rating with 438 reviews.
When is CCA Financial Planners open?
CCA Financial Planners is closed now. It will open at 8:00 a.m.