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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 were very happy with the level of service provided by Marcello in the course of the review. He assisted us greatly in deciding the way forward.
Business response:
Thank you, Vince and Connie, for your wonderful 5-star review. We’re absolutely delighted to hear that Marcello’s support during your review made the process clear and helped you confidently decide the way forward. It’s always our goal to ensure you feel informed and supported every step of the way, and knowing we achieved that means a great deal to us. We truly appreciate you taking the time to share your experience and for allowing us to be part of your financial journey. Cheers Christopher Cachia / DipFp CERTIFIED FINANC... read more
Anjali has been my financial adviser for a number of years now. She always explains things in terms that I can more easily understand which I really appreciate. She is easy to talk to, friendly, very professional and very understanding. I always feel very comfortable dealing with her. If I ever have a concern she is only a phone call away and is only too happy to help.
Business response:
Thank you, Helen, for your glowing 5-star review! ⭐ It’s wonderful to hear how Anjali has supported you over the years with clear explanations and a caring, professional approach. We’re so pleased you feel comfortable and confident with her guidance, and that she’s always there to help when needed. That ongoing trust and relationship mean a great deal to us. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
We were very happy with the level of service provided by Marcello in the course of the review. He assisted us greatly in deciding the way forward.
Business response:
Thank you, Vince and Connie, for your fantastic 5-star review! ⭐ We’re so pleased to hear that Marcello provided you with such a high level of service during your review. It’s wonderful to know he was able to assist you greatly in deciding the best way forward with confidence. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
I was offered a more in depth session with Anjali to up date me on the recent changes. She was most generous with her time, patient with my questions & clear with her explanations. I came away feeling that I was indeed a valued client as well as my interests were seriously considered in a way that my intentions are being very well taken care of.
Business response:
Thank you so much, Frances, for your wonderful 5-star review. It’s fantastic to hear that Anjali provided you with such a generous, patient, and clear session to guide you through the recent changes. We’re so pleased you felt valued and confident that your interests are being well looked after — that’s exactly the experience we aim to provide every client. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771 Email: chris@ccafp.com.au
We have been with CCA for almost a decade now and what they have provided for us is truly life changing!! We have a Self Managed Super Fund which contains a property and also a shares portfolio. They have also set us up with a personal shares portfolio. This will allow us to retire when we choose and live comfortably in retirement. Thanks Team!!
Business response:
Thank you, Rod, for your incredible 5-star review and for trusting CCA for nearly a decade. It’s wonderful to hear how the strategies we’ve implemented together — from your Self Managed Super Fund with property and shares, to your personal portfolio — have set you up for the retirement you want, on your terms. We’re truly honoured to be part of your journey and thrilled to see the life-changing impact it’s having. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771 Email: chris@... read more
We were very impressed by Steve Perrett today. After an initial explanation of the new CCA take over we were able to understand what was happening. We had no idea previously so now it is all clearer His advice on our portfolio was very thorough and we feel very confident in our decision .
Business response:
Thank you, Dee-arn, for your wonderful 5-star review. We’re delighted to hear that Steve was able to clearly explain the recent CCA transition and provide such thorough advice on your portfolio. It’s great to know you now have clarity and confidence in your decisions — that’s exactly what we aim for with every client interaction. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771 Email: [chris@ccafp.com.au](mailto:chris@ccafp.com.au)
Pleased with my review. Elton explained the changes clearly and I look forward to a successful partnership going forward.
Business response:
Thank you, Lynne, for your fantastic 5-star review. We’re so pleased to hear that Elton clearly explained the changes and that you’re feeling positive about the road ahead. We look forward to working with you towards a successful partnership and helping you achieve your goals. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771 Email: [chris@ccafp.com.au](mailto:chris@ccafp.com.au)
Informative. Anjali explained everything in such a way it was easy for me to follow her. She is very professional and very aware of the needs of the person she was dealing with. At no point did I feel overwhelmed by the information she was imparting. She made the experience very positive.
Business response:
Thank you, Michelle, for your wonderful 5-star review. We’re delighted to hear that Anjali made everything clear and easy to follow, while ensuring your needs were front and centre. It’s great to know you felt comfortable and supported throughout the process, and that the experience was such a positive one. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Ben's preparation for both my appointments has been outstanding. Ben and his team prepared the paperwork which suited my personal needs exactly and during both appointments Ben explained everything clearly and patiently which took all the stress l was feeling away. Having known Ben from Bank First l was confident in him but still very wary of the change to CCA. I am now more than happy with the change and even more confident l will be far better off and less stressed as with CCA Ben can help me more than previously. I co... read more
Business response:
Thank you, Loreto, for your fantastic 5-star review. It’s wonderful to hear how Ben’s preparation, attention to your personal needs, and clear, patient explanations helped remove any stress and build your confidence in the move to CCA. We’re so pleased you’re feeling happy with the change and assured that you’ll be even better supported moving forward. 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 294 reviews.
When is CCA Financial Planners open?
CCA Financial Planners is open now. It will close at 8:00 p.m.