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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. |
Steve was very well-prepared and explained everything very clearly. He provided us with a number of options and have reasons for his particular recommendation, which we accepted.
Steve clearly explained the adjustments in our superannuation that he recommended, so we understood the benefits. He outlined some possible changes to be considered over the next few years. Steve patiently answered our queries and was understanding of our preference to receive hard copies of paperwork that needed to be signed.
Anjali Sharma has been incredibly helpful sorting out our finances as well as providing us with immediate assistance on several difficult occasions. She is professional and committed to providing us with detailed information and explanations in a friendly and compassionate manner. We love her.
Information I needed to make on going decision's in my retirement financial matters. Clear and factual.
The pre meeting information enabled me to prepare & focus. Steve Perrett understood my needs and provided a range of options for me to consider for improved development of my ongoing investment in superannuation . My meeting with Steve was a genuine two way discussion . A good first experience with CCAFP.
New experience I hope I can submit another review in 6 months . So far all appears ok Thankyou.
I was happy with the time frame the settlement was completed in and that I did not have to contact the hospital for any details the insurance company may have required.
Elton, was terrific, he put me at ease and explained everything to me, he also answered all my questions. I came out of the meeting feeling confident that CCA will handle my financial affairs to the best of their ability. Thank you Elton
Good advice and depth of knowledge regarding the whole tax and super landscape.
Frequently asked questions about CCA Financial Planners
How is CCA Financial Planners rated?
CCA Financial Planners has a 4.9 star rating with 154 reviews.
When is CCA Financial Planners open?
CCA Financial Planners is closed now. It will open at 8:00 a.m.