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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. |
I was very grateful to Elton,Dhruv and Dominic for guiding me through the setting up of a new Super pension scheme. We have been with CCA for many years. They have made our retirement so much easier
Business response:
Thank you so much for your wonderful 5-star review, Anne! We’re truly grateful for your continued trust over the years. It’s fantastic to hear that Elton, Dhruv, and Dominic made setting up your new Super pension scheme a smooth experience and have helped make your retirement easier. We’re honoured to be part of your financial journey. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
Paul Patman is the best financial advisor. He is extremely helpful, professional and always has time to address our financial needs and questions in a very timely manner. We have been with Paul for several years and would never consider working with another financial advisor.
Business response:
Thank you, Patrice and David, for your wonderful 5-star review! We’re thrilled to hear that Paul Patman has consistently provided you with helpful, professional, and timely support over the years. Your loyalty means a lot to us, and it’s great to know you feel confident with Paul by your side. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771 Email: [chris@ccafp.com.au](mailto:chris@ccafp.com.au) "The finest compliment we can receive is a referral from a valued client. Please... read more
Excellent, from Dom meeting us, Xavier explaining changes to management and the exceptional and clear information given by Elton. Thanks and congratulations on the team.
Business response:
We are delighted to hear about your excellent experience with Dom, Xavier and Elton. Thank you for recognizing our team's commitment to clear communication.
Elton did a great job of explaining the process that will occur and the end result of the process.
Business response:
We are delighted to hear that Elton provided clear explanations and guidance throughout your financial planning process. Your satisfaction matters to us.
Ben has always prepared appropriately for our assessments. We appreciate that he considers our requests and gives us clear and informed advice. Ben has promptly returned any updated correspondence. If he is able he alters our requests for change while we are present. We appreciate his knowledge of our situation and look forward to further consultations.
Business response:
We are delighted to hear about Ben's thorough preparation, clear advice, and prompt correspondence. Your appreciation of his knowledge and service means a lot to our team.
Ben provided very clear explanations about the new arrangements. He updated our current situation which led smoothly to making decisions for the present time regarding our priorities. Thanks to Ben, I feel confident about the future and the new directions that I may take advantage of.
Business response:
We are delighted to hear Ben provided clear explanations and helped build your confidence about future financial directions. Your trust means everything to us.
Marcello was so friendly , open and so informative Our first session was great and look forward to further appointments planning our future retirement
Business response:
Thanks for your positive feedback, Maree! We are honored to hear about your great experience with Marcello. Looking forward to helping you plan your future retirement further.
The review was conducted on Teams. It was a lengthy and detailed discussion. In other words, no short cuts were taken and we had the sense that Elton was absolutely invested in our requirements, he was knowledgable and ensured we had a clear understanding of the direction we were going in. Followed up was courteous and professional.
Business response:
Thank you for taking the time to provide your detailed feedback. We greatly appreciate your thorough review and are delighted to hear about your positive experience with CCA Financial Planners.
Team consultation interrupted by an internet failure early so conducted by phone. Marcello was clear and well researched so our options were made clear.
Business response:
We're elated to hear that Marcello provided clear and well-researched options during your phone consultation. Thank you for sharing your experience with us.
Frequently asked questions about CCA Financial Planners
How is CCA Financial Planners rated?
CCA Financial Planners has a 4.9 star rating with 131 reviews.
When is CCA Financial Planners open?
CCA Financial Planners is open now. It will close at 8:00 p.m.