This profile has been claimed by the business owner or representative.
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. |
Marcello was very Professional in Financial planning/Investment review
The company has alway kept us up to date with regards for financial matters .
High knowledge levels of options with related pro’s and con’s and how they relate to my situation
My meeting covered all the things I needed to know and I was very happy with the outcome
Before my retirement I was very unsure about our financial future and was referred to CCA financial planners and I have to say it has to be one of the best decisions of my life. I have been with them for 4 years now and our lives have been so less stressful to say the least. It’s very comforting having these group of wonderful people guiding us along through our retirement. Elton is definitely an asset to the firm and his team especially Dhruv is always kind and helpful with anything we need.
Very thorough explanation of what suits my finances best
Paul always greets us warmly even if we haven't seen him for some time. This is appreciated. He reviews our current circumstances and fully explains any suggestions for changes to our finances that he may recommend.
We were very happy with Ben’s explanations & felt comfortable with all decisions made.
Yesterday we had our annual financial plan reviewed by Paul Patman. As always, his advice was presented clearly and professionally , We left feeling comfortable that our funds will grow and be managed to give the best outcome possible
CCA Financial Planners has a 4.9 star rating with 568 reviews.
CCA Financial Planners is closed now. It will open tomorrow at 8:00 a.m.