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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. |
Marcello was fantastic to deal with gave as a full outline of our last 12 months and how well all our investments went, we are very happy customers.
An informative and interesting phone call regarding my portfolio.
Business response:
Thank you, Alister, for your 5-star review. We're delighted to hear that you found your discussion about your portfolio both informative and interesting. Providing clear insights and helping clients stay informed and confident about their financial future is something we take great pride in. Thank you for your trust and support. We look forward to continuing to assist you on your financial journey. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER® professional
Clear explanation of investment options and polite answers to my needs and concerns.
Business response:
Thank you, John, for your 5-star review. We're pleased to hear that you found the explanation of your investment options clear and that your questions, needs, and concerns were addressed with care and professionalism. Helping our clients make informed decisions and feel confident about their financial choices is always our goal. We appreciate your feedback and look forward to continuing to support you. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER® professional
Always great talking with Elton. His confidence coupled with ability to listen and provide informed and concise information is greatly appreciated.
Business response:
Thank you, Stuart, for your 5-star review. We're delighted to hear about your positive experience with Elton. His ability to listen carefully, provide clear and informed guidance, and build confidence through meaningful conversations is something we greatly value. We appreciate you taking the time to share your feedback and will be sure to pass your kind words on to Elton. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER® professional
Review was excellent. Marcello explained everything I wanted to know and was very reassuring about my investments. Easy to understand and answered all of my concerns in a way that was easily understood.
Business response:
Thank you, Kent, for your 5-star review. We're delighted to hear that Marcello was able to clearly explain your investments and provide reassurance during your review. Taking the time to address concerns and present information in an easy-to-understand way is an important part of helping clients feel confident about their financial decisions. We appreciate your kind feedback and will be sure to pass your comments on to Marcello. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER® professional
A thorough review conducted by a friendly experience financial adviser. We covered all bases in a 45 minute session and I was able ask tings that I was not sure of. The recommendations gave me assurance and I was able to leave the interview with the assurance that my needs were being catered for by experts with my best, aging interests at heart Thank you Ben Thank you CCA GORDON
Business response:
Thank you, Gordon, for your 5-star review. We're delighted to hear that you found your review meeting thorough, informative and reassuring. It's wonderful to know that Ben took the time to cover all aspects of your financial situation, answer your questions, and provide recommendations that gave you confidence moving forward. Helping our clients feel informed, supported and secure in their financial future is at the heart of what we do. We greatly appreciate your kind words about Ben and the team, and we're pleased that yo... read more
Always very professional Marcello is very helpful and knowledgeable Great service by all staff
Business response:
Thank you, Daniela, for your 5-star review. We're delighted to hear about your positive experience with Marcello and the team. Your kind words about Marcello's professionalism, knowledge and helpfulness are greatly appreciated. It's also wonderful to hear that you've received great service from all our staff, as we strive to provide a consistently high standard of care and support to every client. Thank you for your continued trust and support. We look forward to assisting you for many years to come. Cheers Christopher Ca... read more
Marcello explained everything in plain English about our financial position. Very informative and great advice
Business response:
Thank you, Luigi, for your 5-star review. We're delighted to hear that Marcello was able to explain your financial position in plain English and provide advice that you found informative and valuable. We believe that clear communication is essential when it comes to financial planning, so it's wonderful to know that Marcello helped make everything easy to understand while giving you confidence in your financial direction. Thank you for taking the time to share your feedback. We will be sure to pass your kind words on to Ma... read more
Marvellous as always was thorough and responsive to our wishes. His guidance and well researched advice makes him a very trusted consultant Although he may not agree with our wishes he very thorough in his analysis of our we could best achieve our wish without too much disruption to the portfolio
Business response:
Thank you, Brian, for your 5-star review. We're delighted to hear that Marcello's guidance, thorough research and responsiveness continue to provide value and confidence in your financial journey. It's especially pleasing to know that, even when exploring different approaches, Marcello takes the time to carefully analyse the options and help you achieve your goals while considering the broader impact on your portfolio. Providing thoughtful, well-researched advice tailored to each client's objectives is something we take gre... read more
Frequently asked questions about CCA Financial Planners
How is CCA Financial Planners rated?
CCA Financial Planners has a 4.9 star rating with 685 reviews.
When is CCA Financial Planners open?
CCA Financial Planners is open now. It will close at 8:00 p.m.