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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. |
A comprehensive consultation , after which, I felt confident in the planning of my portfolio . My consultant was both attentive , thorough ,and professional in our review.
Procedures / Changes were explained with clarity and patience and my questions were answered fully. I was thus able to accept advice given with confidence. I was assisted by Steve Perrett and Adye Douglas
We have been with CCA for a few years now and we couldn’t be happier. Just did our annual review with Elton and as usual he’s warm friendly and very professional. We are very happy and feel very secure in our retirement ever since we were referred to this wonderful company. Chris should be proud of the team they have built and Elton is a definite asset who is wonderful to deal with.
Very good job! Thank you
Marcello provided me with a thorough assessment of my portfolio, strategies for consideration for the near and long term future. With many thanks
From the beginning with your company I have appreciated the professionalism of the team who have assisted me. Adye has always been helpful and understanding of my needs as an older not very computer literate person. He has handle my affairs with Centrelink ably assisted by Steve. I would happily recommend your firm to friends. Steve has also dealt with my other financial matters in a friendly and professional manner.
Dhruv and Swathika have tirelessly worked to ensure a positive outcome for Kevin. They have always assisted us promptly and efficiently with all the requirements for Services Australia. We are very grateful for their support and guidance during this process. They were excellent.
Hui Marcello, You requested some feedback after our meeting. Overall a good meeting but: 1. If you are going to present on electronic media, make sure it is working properly prior to us arriving. 2. Data must be current and accurate, within a week of the meeting. 3. What we needed to know in a concise format: A. Rex's balance 2025 B. Debbie's balance 2025 C. Rex's balance 2026 and how much has been made (before and after fees). D. Debbie's balance 2026 and how much has been made (before and after fees). E. Total In... read more
Business response:
Hi Rex & Debbie — thank you for the thoughtful feedback. We really appreciate you taking the time to share it, as it helps us keep improving how we present and deliver our advice. We do build a lot of this analysis into the material provided, and we completely understand that when there are detailed figures and moving parts, it isn’t always easy to see the key takeaways in a simple, succinct snapshot on the day. We’ll take this on board to keep improving how we present the information and the summary outcomes. Marcello will ... read more
My wife and I have just concluded our annual review with Anjali. As always, she is extremely friendly, knowledgeable and very good at explaining the situation. The main reason we will keep coming back to Anjali is that I trust her and, as a result, I have benefited by her financial expertise over the years that she has been our financial adviser. As long as she is holding the reins, I am not worried about my financial future.
Frequently asked questions about CCA Financial Planners
How is CCA Financial Planners rated?
CCA Financial Planners has a 4.9 star rating with 481 reviews.
When is CCA Financial Planners open?
CCA Financial Planners is closed now. It will open at 8:00 a.m.