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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. |
After our first meeting with Marcello we felt relaxed and well informed. Looking forward to ongoing support from the skilled team at CCA. Also we are very happy still to have Cini who has been so helpful on many occasions.
Business response:
Thank you so much Brendan and Alison for your glowing 5-star review! We’re absolutely delighted to hear that your first meeting with Marcello left you feeling relaxed and well informed. That initial sense of trust and clarity is something we deeply value, and Marcello takes great pride in making sure every client feels confident from the very beginning. It’s also wonderful to hear your appreciation for Cini — her dedication and helpfulness truly make a difference, and we’re thrilled she’s been able to support you on multip... read more
This was our first meeting with our new financial planner Steve. It was good to meet him. He was friendly, thorough and well prepared. Steve studied our portfolio and had some suggestions for our future direction, which we have accepted. He gave us conifence and we plan to meet again next year to follow up on a few suggestions. Many thanks.
Business response:
Thank you, John and Susan, for your fantastic 5-star review! 🌟 We’re so pleased to hear your first meeting with Steve was a positive experience. It’s wonderful that his preparation, friendly approach, and thoughtful suggestions gave you confidence moving forward. We truly value your trust and look forward to supporting you in the years ahead. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Paul is always prompt in answering any queries and requests. I find him knowledgeable snd helpful in his addistance
Business response:
Thank you, Kiri, for your fantastic 5-star review! 🌟 We’re so glad to hear that Paul has been prompt, knowledgeable, and helpful in assisting with your queries and requests. Your kind words and trust mean a great deal to us. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Annalise explained our options well.
Business response:
Thank you, Margaret, for your 4-star review! ⭐ We’re glad to hear Annalise explained your options clearly. Your feedback is very much appreciated, and it gives us the opportunity to keep improving while continuing to provide you with helpful guidance. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
We first met Chris 15 years ago He was so helpful then, made you feel at ease, spot on with his knowledge and advice and we never looked back 15 years on we are thrilled with the service and expertise, we wouldn’t dream of going to anyone else
Business response:
Thank you so much, Cheryl, for your amazing 5-star review! 🌟 It means a great deal to me personally that you’ve trusted me for the past 15 years. I’m so pleased to hear that my advice and support have made a lasting difference for you, and I’m truly grateful for your loyalty and kind words. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Anjali was very informative and kept us up to date with what was happening with our investment. Her suggestions about our portfolio were very clear and easy to follow. It made sense to agree with what her suggestions were and made it clear what the timeline would be on what we have agreed to. Very welcoming and friendly.
Business response:
Thank you, Neil, for your fantastic 5-star review! 🌟 We’re so pleased to hear that Anjali’s clear guidance and friendly approach gave you confidence in the decisions around your portfolio. It’s wonderful to know you felt well-informed and supported throughout the process. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Highly recommend Chris and the team at CCA financial services for the service they provide In managing my superannuation. The advice they provide puts my mind at ease, had a great annual review with Chris and looking forward to our next review, Great catching up with the team at CCA.
Business response:
Thank you, Mary, for your wonderful 5-star review! 🌟 I’m so pleased to hear you had a great annual review and that our advice gives you peace of mind with your superannuation. It was lovely catching up, and I look forward to continuing to support you into the future. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Great to speak with Ben again he was helpful and patient with me and my husband.
Business response:
Thank you so much, Patricia, for your 4-star review. We’re delighted to hear that Ben was helpful and patient with both you and your husband. Your feedback means a lot to us, and we truly appreciate you taking the time to share your experience. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
Elton you are very warm and engaging. Your financial knowledge is excellent and as a result we have a very good understanding of our financial situation
Business response:
Thank you, John, for your wonderful 5-star review. We’re so pleased to hear that Elton’s warmth, engaging approach, and financial knowledge have helped you gain a clear understanding of your financial situation. Your feedback is greatly appreciated. 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 388 reviews.
When is CCA Financial Planners open?
CCA Financial Planners is closed now. It will open tomorrow at 8:00 a.m.