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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 very successful holistic approach to suit my requirements
Terry and the team have always assisted and at times acted on our behalf with any of our enquires and concerns.
Marcello always explains everything and answers all of my questions.
I ‘worked’ with Raymond on. a one to one basis dealing mainly with the financial aspects of my ‘contract’. I found him to be well informed and a very patient , caring advisor who was well informed and clearly aware of my goals. During these visits he assisted to set up my Macquarie Cash account as well as assist me to reorganise my current accounts.. There is no way I could have done this by myself and greatly appreciated his patience and guidance .
Very professional. Very informative . Very respectful. Very helpful. Very relevant. Very relatable. Very relaxed.
Paul Patman is very good at what he does. Things are clear and well explained. Very helpful assisting me.
Business response:
Hi Joan, Thank you so much for your wonderful 5-star review! We’re delighted to hear that you’ve had such a positive experience and that Paul has been able to support you with clear explanations and helpful guidance. He’ll be thrilled to know his efforts have made such a difference for you. If there’s ever anything more we can help with, please don’t hesitate to reach out. And as always, the finest compliment we can receive is a referral from a valued client – please don’t keep us a secret! Cheers Christopher Cachia / Dip... read more
Very professional. Time taken to explain; not rushed. Great service provided.
Business response:
Hi Vanda, Thank you so much for your wonderful 5-star review. It’s great to hear that you felt the process was professional, unhurried, and clearly explained. Marcello will be very pleased to know his care and attention made such a positive impression. If there’s ever anything more we can assist you with, please feel free to reach out. And remember, the finest compliment we can receive is a referral from a valued client – please don’t keep us a secret! Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® profes... read more
Stephen Perret explained our finances carefully and we were pleased with his suggestions.
Business response:
Hi Judith and Arthur, Thank you so much for your wonderful 5-star review. It’s great to hear that Stephen explained your finances clearly and that you were pleased with the suggestions provided. He’ll be delighted to know his support has been helpful for you both. If there’s anything more you need, we’re always here to assist. And remember, the finest compliment we can receive is a referral from a valued client – please don’t keep us a secret! Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional CC... read more
Everything was made very easy with succinct explanations It was great to meet first hand and have our concerns addressed as easily as they were handled. A very positive time for me andy wife. It wasl a time that reduced financial stress admirable. Thank you Peter Hassold
Business response:
Hi Peter, Thank you so much for your wonderful 5-star review. I’m really pleased to hear that everything felt easy and clearly explained, and that meeting in person helped address your concerns. It’s great to know the experience reduced financial stress for both you and your wife — that means a lot to us. If there’s anything more we can do to support you, please don’t hesitate to reach out. And remember, the finest compliment we can receive is a referral from a valued client – please don’t keep us a secret! Cheers Christo... 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 358 reviews.
When is CCA Financial Planners open?
CCA Financial Planners is closed now. It will open at 8:00 a.m.