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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. |
We just completed our Financial Portfolio review on line with Elton and could not be happier. Once again all our questions were listened to and responded to clearly and concisely. Everything in relation to our investment goals and objectives was discussed in full and both myself and my wife were reassured of our current financial position is being soundly managed.by CCA Financial Planners.
Business response:
Thank you so much, John and Christine, for your 5-star review. We really appreciate your thoughtful feedback. I’m so pleased to hear your online financial portfolio review with Elton left you both so happy, and that all your questions were listened to and answered clearly and concisely. It’s wonderful to know your investment goals and objectives were discussed thoroughly, and that you both feel reassured your financial position is being soundly managed by CCA Financial Planners. Cheers Christopher Cachia / DipFp CERTIFIED F... read more
Our recent review with Steve Perrett & Ayde Douglas was both satisfying & comforting to us knowing that our financial interests were in good hands having received a comprehensive coverage of all our needs.
Business response:
Thank you so much, James and Sandra, for your 5-star review. We really appreciate your thoughtful feedback. I’m so pleased to hear your recent review with Steve Perrett and Ayde Douglas was both satisfying and comforting, and that you came away feeling confident your financial interests are in good hands. It’s wonderful to know you received such comprehensive attention to your needs. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
i am very happy with investment etc decisions. both druve and elton have always been most helpful and patient.
Business response:
Thank you so much, Jillian, for your 5-star review. We really appreciate your kind feedback. I’m so pleased to hear you are very happy with your investment decisions and that Dhruv and Elton have both been so helpful and patient in supporting you. It’s wonderful to know you feel well looked after throughout the process. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
I have been supported with care and understanding during some difficult times for me.
Business response:
Thank you so much, Monika, for your 5-star review. We really appreciate your kind feedback. I’m so pleased to hear Steve supported you with care and understanding during a difficult time. It means a great deal to know you felt well looked after and supported throughout. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
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
Business response:
Thank you so much, Glen, for your 5-star review. We really appreciate your thoughtful feedback. I’m so pleased to hear your consultation with Paul was comprehensive and that his simple diagrams made everything easier to understand. It’s wonderful to know you appreciated his friendly and competent manner. I’m also glad to hear you enjoyed lunch at The Criterion, and we will certainly pass your thanks on to our reception team for their recommendation. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professiona... read more
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.
Business response:
Thank you so much, David, for your 5-star review. We really appreciate your kind feedback. I’m so pleased to hear Elton spoke clearly, gave you confidence in his knowledge, and earned your trust. It’s wonderful to know you felt assured he would do the right thing and support you well. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
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
Frequently asked questions about CCA Financial Planners
How is CCA Financial Planners rated?
CCA Financial Planners has a 4.9 star rating with 583 reviews.
When is CCA Financial Planners open?
CCA Financial Planners is open now. It will close at 8:00 p.m.