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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. |
Our advisor was clear and succinct especially as far as costings and the value of maintaining our present risk level superannuation scheme! We appreciate having been linked with Paul especially as we are able to understand him and this gives us a greater sense of security than we have experienced with other financial advisors in the past and we trust we can continue with him as our advisor!
Paul managed to make clear our options for the future investment opportunities. No mean feat His ability to relate using Australian vernacular was appreciated without a difficult accent often found in the financial services
Very thorough explanation of changes in a way I could understand. Pleased with service and that Ben is continuing to assist me.
Always helpful and extremely competent with all our requests and financial activities especially dealing with Cenrelink on our behalf. Raymond is prompt, informative and a pleasure to deal with.
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.
Frequently asked questions about CCA Financial Planners
How is CCA Financial Planners rated?
CCA Financial Planners has a 4.9 star rating with 364 reviews.
When is CCA Financial Planners open?
CCA Financial Planners is closed now. It will open tomorrow at 8:00 a.m.