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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 greatly appreciated the fact that even though we were nearly an hour early for the appointment we were sent, and even though Anjali had been informed of a different appointment time, she happily dropped everything and saw to us. Then through the whole process all our questions were answered with clear definitions for our limited understanding of the legal jargon, financial concepts and acronyms! The results being we believe the CCA is offering us the very best financial planning for our future, and we are very thankful.
Business response:
Thank you, Kayleen, for your fantastic 5-star review! ⭐ It’s wonderful to hear how Anjali went out of her way to accommodate you, even with the timing mix-up, and still made sure you felt comfortable and supported. We’re so pleased she was able to explain everything clearly and simply, turning complex financial concepts into easy-to-understand advice. It’s great to know you feel confident that CCA is providing you with the very best planning for your future. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® pr... read more
Stephen was friendly, obliging and explained our plan in clear and simple terms.
Business response:
Thank you, Marion, for your wonderful 5-star review! ⭐ We’re so pleased to hear that Stephen was friendly, obliging, and able to explain your plan in clear and simple terms. Making financial planning easy to understand and approachable is something we value greatly, and it’s fantastic to know Stephen delivered that for you. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
Stephen explained the investment strategy very clearly. The advantages were evident.
Business response:
Thank you, Neil, for your fantastic 5-star review! ⭐ We’re so pleased to hear that Stephen explained the investment strategy clearly and that the advantages were evident to you. Clarity and confidence are exactly what we want our clients to feel, and it’s wonderful to know Stephen achieved that for you. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
Elton explained things clearly.
Business response:
Thank you, John, for your great 5-star review! ⭐ We’re so pleased to hear that Elton explained everything clearly. Clear communication is such an important part of building confidence in your financial planning, and it’s wonderful to know Elton delivered that for you. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
Anjali was very informative regarding the recommendations and took me through all the requirements to achieve my financial goals. Her advise was easy to understand and any questions I had were answered comprehensively. I feel the experience was extremely positive working with Anjali.
Business response:
Thank you, Heather, for your fantastic 5-star review! ⭐ We’re so pleased to hear that Anjali provided clear and comprehensive guidance, making sure you fully understood the recommendations and requirements to achieve your financial goals. It’s wonderful to know the experience was such a positive one for you. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
Always have the time to explain things thoroughly weather its in person or on the phone
Business response:
Thank you, Maria, for your wonderful 5-star review! ⭐ We’re so pleased to hear that you always feel things are explained thoroughly, whether in person or over the phone. Taking the time to ensure our clients feel confident and informed is something we pride ourselves on, and it’s lovely to know this has been your experience. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
It's a pleasure dealing with Marcello; the review was great & he answered the few questions I had which I understood.
Business response:
Thank you, Nantes, for your fantastic 5-star review! ⭐ We’re so pleased to hear that meeting with Marcello was such a positive experience. It’s wonderful to know he made the review clear and took the time to answer your questions in a way that was easy to understand. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
Very professional experience lots of information
Business response:
Thank you, Bridget, for your excellent 5-star review! ⭐ We’re so pleased to hear you had such a professional experience and received plenty of helpful information. Providing clarity and confidence is exactly what we aim for, and it’s wonderful to know that came through for you. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
I have been very satisfied with my experience, so far, since moving to CCA Financial Planners. The staff I have dealt with have been understanding and supportive of my needs. The review, conducted today by phone with Marcello, was the most concise and informative meeting I have had with an advisor.
Business response:
Thank you, John, for your wonderful 5-star review! ⭐ We’re delighted to hear that your experience since moving to CCA Financial Planners has been so positive. It’s great to know our team has been understanding and supportive of your needs, and we’re especially pleased that your review with Marcello was the most concise and informative meeting you’ve had with an adviser. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
Frequently asked questions about CCA Financial Planners
How is CCA Financial Planners rated?
CCA Financial Planners has a 4.9 star rating with 342 reviews.
When is CCA Financial Planners open?
CCA Financial Planners is closed now. It will open at 8:00 a.m.