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CCA Financial Planners

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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

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WeekdayScheduleStatus
Mon8:00 a.m. to 8:00 p.m.
Tue8:00 a.m. to 8:00 p.m.
Wed8:00 a.m. to 8:00 p.m.
Thu8:00 a.m. to 8:00 p.m.
Fri8:00 a.m. to 8:00 p.m.
Sat8:00 a.m. to 8:00 p.m.
Sun8:00 a.m. to 8:00 p.m.
5.030 reviews
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Kendrea N.'s profile image
Kendrea N. 
on Birdeye

a week ago

Marcello & his team are fantastic! So professional and easy to work with, nothing is ever a problem. Marcello is so generous with his time & has helped us enormously. Love working with CCA and having all our needs taken care of. Highly recommend the superb CCA team x 

Business response:

Thanks Kendrea! We appreciate your kind words and are delighted to hear about your positive experience with our team. Thank you for recommending CCA Financial Planners. Cheers Marcello 

Helen T.'s profile image
Helen T. 
on Birdeye

a month ago

Both my husband and I have been clients of CCA for just over a year. Truthfully, we were slightly scared at the beginning as you have to put your trust and your future savings in their hands. Further, it was all new to us as our parents never sought advice from anyone. (I wish they had). A year on we couldn't be happier. The staff are so professional, and welcoming. The staff have also assisted in other matters and I must say their patience and professionalism is outstanding. We highly recommend CCA Financial Planners. Reg... read more

Georgina S.'s profile image
Georgina S. 
on Birdeye

2 months ago

Appreciated the advice, Marcello was very engaging, felt comfortable. I left feeling very relieved to know my future financial plans. He provided very professional advice and would highly recommend him to anyone. I already have advised anyone I have spoken to use his services. He is responsive, with phone calls, emails, very efficient. 

Business response:

Thank you Georgina for the lovely feedback. More importantly, it’s great to know that you are feeling comfortable about your future retirement plans. We look forward to continuing to work with you.😊 

Annesley W.'s profile image
Annesley W. 
on Birdeye

2 months ago

As far as Wealth Managers go CCA go the extra mile. They hold your hand through the troughs and celebrate with you in the peaks. The team including Zafar and Chris are very professional, competent and confident. Zafar in particular is willing to share his SKE (skill, knowledge & experience) 

Business response:

Thank you Annesley It was an absolute pleasure for me and Zafar to help you navigate the Australian financial maze with confidence, and honour your brother's legacy. We wish you and the Wright family a Merry Xmas and a Happy New Year. Cheers Chris  

Trevor B.'s profile image
Trevor B. 
on Birdeye

2 months ago

The empathy & personal touch from Chris & his team through out the process of insurance claims & setting up our super funds has been nothing but fantastic. In a real difficult situation in my life they have made the whole process so easy. Thank you Team CCA Financial Planners. 

Business response:

Thank you Trevor for choosing my team and I to help you navigate your financial planning needs. Both you and Jane were an absolute pleasure to deal with navigating the difficulties of the financial planning maze to develop a plan so you can fulfil all the number of your days with confidence; purpose and life. I look forward to working with you for many years and wish you and Jane a Merry Xmas and a Happy New Year. Cheers Chris  

Vicki C.'s profile image
Vicki C. 
on Birdeye

2 months ago

Has been very professional and patient in how he has been handling a very difficult situation 😊 

Business response:

Thank you, Vicki, my team and I enjoyed helping you navigate this difficult process and finding the best outcome for you. Thank you for those chocolates. The team really appreciated this warm gesture. Merry Christmas. 

Madlene Cachia's profile image
Madlene Cachia 
recommend  Recommended
10 years ago

Great people and great office check it out even if I do say so myself! 

Frequently asked questions about CCA Financial Planners

How is CCA Financial Planners rated?

CCA Financial Planners has a 5 star rating with 30 reviews. 

When is CCA Financial Planners open?

CCA Financial Planners is open now. It will close at 8:00 p.m.