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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. |
Elton was clear with his explanations and discussions. We had a productive meeting.
Expertise is evident from the manner in which they invest your money, their ongoing communication and their comprehensive reporting.
Steve explained everything clearly in language I could understand. He listened to me when I answered a question. He gave reasons as to why he was suggesting changes. It was a pleasant experience to talk with him.
I have been fortunate to have had Ben as my financial planner for over 20 years, and now additional assistance from Dominic as I commenced a change over of the financial group used. Both have been patient and helpful, explaining all the steps in the changes, especially Dom with his computer skills, assisting me with completing essential forms. Thanks
Re Strategic Annual Review As always, Ben was friendly, interested, patient and knowledgeable and clearly explained the reasons for his recommended changes to my portfolio. I am always daunted by the complexities of ‘finance’, so Ben’s calm and reassuring manner is always very much appreciated.
We decided to pop into the Docklands for our annual review yesterday. It was fortunate that we met Chris and Marcello in the foyer and they escorted us to the 15th floor for our meeting with our Financial Advisor Anjali Sharma. Anjali is extremely knowledgable and professional with a mix of warmth and friendliness. We were able to consider our current situation, review our financial plan for the next year, but also to talk through options and ideas we brought to the table ourselves. We were impressed with the company and its... read more
Anjali was very personable and easy to speak to. She provided excellent feedback on all areas of my port folio. She answered all queries honestly. Thank you so much for coming to our house so we could meet you personally. Lois Middleton.
Marcello explained our financial position clearly and in detail
Very good communication and information throughout the time we have been dealing with the crew at CCA.
Frequently asked questions about CCA Financial Planners
How is CCA Financial Planners rated?
CCA Financial Planners has a 4.9 star rating with 685 reviews.
When is CCA Financial Planners open?
CCA Financial Planners is open now. It will close at 8:00 p.m.