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CCA Financial Planners
- Finance
- Docklands, VIC
About this business
CCA Financial Planners is a name you can trust when it comes to providing financial advice, comprehensive research to compare current and discontinued life insurance policies, superannuation, pension funds and effective measures for income protection. As a financial planner since 1989, we have been doing this service for over 33 years now. You can be assured to get only the best strategy and advice for all your financial planning and insurance requirements.
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, has been absolutely amazing: 1. Great communicator, 2. Very efficient and responsive in returning calls and emails 3. Really cares about his clients 4. Always extremely helpful, with my questions and follow ups 5. Feel very confident with the advice, given, 6. Would definitely recommend Elton, CCA 7. Very easy to talk to
I was more than happy with my session with Marcello on Tuesday when we met to go through the Statement of Advice. Cigi had emailed the information to me the day before which I found very helpful. Marcello is very professional and approachable. He is passionate about presenting the best outcome for you and explaining how this will be implemented. I am really grateful that Marcello took the time to contact me and organise a meeting which we had on 27 February when I was thinking of going elsewhere. I hope that Marce... read more
Chris clearly detailed how our portfolios are progressing and also suggested ways of improving interest being earned outside of our superannuation accounts.. Also explained the importance of having power of attorney papers in place.
presentation relevant and clearly explained
Business response:
Thank you so much for your 5-star review, Anne! I'm thrilled to hear you found the presentation both relevant and clearly explained. Your feedback means a great deal to us and encourages us to keep delivering advice that truly connects and empowers. Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771 Email: chris@ccafp.com.au
Chris explained clearly the future approach to take where my assets would bring in the best returns.
Business response:
Thank you, Brony, for the glowing 5-star review! I'm so pleased to hear that the future approach we discussed resonated with you and gave clarity on how to best position your assets for strong returns. It was a pleasure guiding you through it. Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771 Email: chris@ccafp.com.au
Marcello is very friendly & made us relaxed.
Business response:
Thank you so much for the wonderful 5-star review, Margaret! We're delighted to hear that Marcello made you feel comfortable and at ease — that's exactly the experience we aim to create. Friendly, professional service is what we’re all about! Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771 Email: chris@ccafp.com.au
We were advised by our previous financial advisor to go to CCA and meet up with them to see how we feel about using their services. We were impressed by their professional services and representatives and look forward to working with them in the future.
Business response:
Thank you, Stephen, for your thoughtful 4-star review. We're grateful you took the time to share your first impressions — and even more so that your previous adviser felt confident in recommending us. It’s wonderful to hear that you found our team professional and welcoming. We’re looking forward to supporting you on your financial journey ahead. Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771 Email: chris@ccafp.com.au
We met this time at the Coburg Office. Marcello explained everything clearly and we signed the relevant documents.
Business response:
Thank you, Margaret, for your fantastic 5-star review! We're so pleased to hear your visit to our Coburg office went smoothly and that Marcello was able to clearly explain everything along the way. It’s always our goal to make the process easy and transparent — and it sounds like Marcello did just that! Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771 Email: chris@ccafp.com.au
Very professional but at the same time our new advisor talks to us at a level that we can understand. Prepared with documentation and answer any questions we may have. Today we saw someone new. He was great but you could tell that he is new at being an advisor. (Reason being it’s very resent for him). He will become a great asset for the company and a great advisor for us. Looking forward to further discussing our needs. Xavier Cacia Thankyou for today!
Business response:
Thank you, John and Helen, for not just one, but two glowing reviews! 🌟🌟 We truly appreciate you taking the time to share your experience with CCA Financial Planners. It means so much to us that after a 2 years, you feel confident and happy with our service. We know that trusting someone with your financial future is a big decision, and we’re honoured to be on this journey with you. Your feedback on our team’s professionalism, patience, and support is incredibly rewarding, and we’re also grateful for your kind words ... 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 113 reviews.
When is CCA Financial Planners open?
CCA Financial Planners is open now. It will close at 8:00 p.m.