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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. |
Was greeted warmly and politely and on time. Felt confident that Steve was interested and capable with all the knowledge necessary for my investments to be taken care of and that I could contact him at any time if I was concerned.
Business response:
Thank you, Sally, for your 4-star review and for sharing your experience with us. We’re so pleased to hear you were greeted warmly and felt confident in Steve’s knowledge and capability to look after your investments. It’s also great to know you feel comfortable reaching out whenever needed—that ongoing support is very important to us. We truly appreciate your feedback and the opportunity to continue supporting you. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Ben went through issues related to my account; explaining changes, answering questions, giving advice. He was very generous with his time and I didn’t feel rushed during the review.
Business response:
Thank you so much for your wonderful 5-star review, Athalie! We’re delighted to hear that Ben took the time to thoroughly walk you through your account, explain changes clearly, and answer your questions without making you feel rushed. Providing thoughtful, unhurried advice is something we value greatly. We truly appreciate your kind feedback and are glad we could support you. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Thank you for the efficient professional advice I received
Business response:
Thank you so much for your lovely 5-star review, Norma! We’re so pleased to hear you found Ben’s advice efficient and professional. Providing clear and reliable guidance is what we strive for, and your feedback means a great deal to us. We truly appreciate your support. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
End to end amazing service. Elton was above and beyond. Recommended to anyone looking to streamline their finances.
Business response:
Thank you so much for your amazing 5-star review, Wayne! We’re thrilled to hear you experienced end-to-end service and that Elton went above and beyond to support you. It’s great to know we could help streamline your finances and make a positive difference. We truly appreciate your recommendation and support. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Steve explains things in terms that we understand and checks that we have no questions. We were relaxed and comfortable at our appointment. Staff were all friendly and helpful.
Business response:
Thank you so much for your wonderful 5-star review, Marg! We’re so pleased to hear that Steve explained everything in a clear and easy-to-understand way, and that you felt relaxed and comfortable during your appointment. It’s also great to know our team made you feel welcome with their friendly and helpful approach. We truly appreciate your kind feedback and support. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Raymond snd Chris are awesome!!! Ongoing support through every step we needed to take. Very encouraging. No such thing as a stupid question ever.
Business response:
Thank you so much for your amazing 5-star review, Johanna! It’s truly been a pleasure looking after you and your family over the past 27 years. I’m so glad to hear that Raymond and I have been able to support and encourage you every step of the way, and that you’ve always felt comfortable asking any questions. Your continued trust means a great deal—thank you for your kind words and support. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Well-prepared and warm personality .
Business response:
Thank you so much for your fantastic 5-star review, Kevin! We’re delighted to hear that Marcello’s preparation and warm approach made such a positive impression. Providing a welcoming and well-prepared experience is something we value highly. We truly appreciate your kind feedback and support. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Adye and Stephen were fabulous to deal with!! They were extremely helpful, courteous and carried though with what was required efficiently and professionally. Very happy and satisfied with the service that was provided!! Thank you very much CCA!!
Business response:
Thank you so much for your fantastic 5-star review, Max! We’re thrilled to hear that Adye and Stephen were fabulous to deal with and provided such helpful, courteous, and professional service. It’s great to know everything was carried through efficiently and that you’re very happy with the outcome. We truly appreciate your kind words and support—thank you for choosing CCA! Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Excellent service, extremely knowledgeable, especially with products available in terms of investment Explanations and examples provided very helpful Very professional and courteous. Always following through and ensuring that all our needs are met
Business response:
Thank you so much for your wonderful 5-star review, Meera! We’re delighted to hear you found the service knowledgeable and helpful, particularly around investment options. It’s great to know the explanations and examples made things clearer, and that the team’s professionalism and follow-through met your needs. We truly appreciate your kind feedback and support. 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 closed now. It will open tomorrow at 8:00 a.m.