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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. |
I have been supported with care and understanding during some difficult times for me.
Paul and I had aninteresting consultation. It took longer than I thought it would, but it was comprehensive. His diagrams are simple to understand rather than trying to interpret charts and statistics. I appreciate his friendly competent persona. Thanks. Glen B PS The Criterion had a delicious lunch. Please thank the receptionists for their recommendation
Elton was a clear speaking young man who gave me confidence that he knew is stuff and I could trust him to do the right thing.
I was very pleased with Dhruv’s prompt response and support followed by Elton’s supportive email.
Business response:
Thank you so much, Janet, for your wonderful 5-star review! We’re delighted to hear you were pleased with Dhruv’s prompt response and support, along with Elton’s follow-up email. Providing timely, helpful service is something we pride ourselves on, so it’s great to know the team delivered for you. We truly appreciate your kind feedback and support. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Ben is always polite, patient and informative and we learn a lot listening to him.
Business response:
Thank you so much for your kind 5-star review, Joseph & Julia! We’re delighted to hear that Ben has been polite, patient, and informative in your interactions. It’s wonderful to know you’re gaining valuable insights and learning along the way—helping you feel confident and informed is exactly what we aim for. We truly appreciate your support. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
They were very thorough in providing options and gave thoughtful advice about policies.
Business response:
Thank you so much for your fantastic 5-star review, Julie! We’re delighted to hear that you found the team thorough in presenting options and that the advice around policies was thoughtful and helpful. Providing clear, well-considered guidance is something we strive for, so your feedback is truly appreciated. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Was greeted warmly and politely and on time. Felt confident that Steve was interested and capable with all the knowledge necessary for my investments to be taken care of and that I could contact him at any time if I was concerned.
Business response:
Thank you, Sally, for your 4-star review and for sharing your experience with us. We’re so pleased to hear you were greeted warmly and felt confident in Steve’s knowledge and capability to look after your investments. It’s also great to know you feel comfortable reaching out whenever needed—that ongoing support is very important to us. We truly appreciate your feedback and the opportunity to continue supporting you. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Ben went through issues related to my account; explaining changes, answering questions, giving advice. He was very generous with his time and I didn’t feel rushed during the review.
Business response:
Thank you so much for your wonderful 5-star review, Athalie! We’re delighted to hear that Ben took the time to thoroughly walk you through your account, explain changes clearly, and answer your questions without making you feel rushed. Providing thoughtful, unhurried advice is something we value greatly. We truly appreciate your kind feedback and are glad we could support you. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Thank you for the efficient professional advice I received
Business response:
Thank you so much for your lovely 5-star review, Norma! We’re so pleased to hear you found Ben’s advice efficient and professional. Providing clear and reliable guidance is what we strive for, and your feedback means a great deal to us. We truly appreciate your support. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Frequently asked questions about CCA Financial Planners
How is CCA Financial Planners rated?
CCA Financial Planners has a 4.9 star rating with 463 reviews.
When is CCA Financial Planners open?
CCA Financial Planners is open now. It will close at 8:00 p.m.