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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. |
Very helpful to have our ongoing financial advisor. Time taken to explain, listen and answer any queries. His friendly professional manner makes it easier for us to understand.
Business response:
Thank you, Janet, for your fantastic 5-star review. We’re so pleased to hear that having your ongoing adviser, with their friendly and professional approach, has made it easier to understand your financial situation. Taking the time to explain, listen, and answer your questions is always our priority. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
Anjali has been my advisor since she took over my file after my long term Advisor died several years ago. Anjali has always listened respectfully to any concerns or issues I raise in relation to my investment . She answers my questions clearly , and ensures that I do understand the implications of any suggested strategies for my individual circumstances by reflecting on my responses . She had been able to assist me with support in the most effective ways to go about contacting Centrelink and sourcing and assisting me to comp... read more
Business response:
Thank you, Margaret, for your fantastic 5-star review. We’re so pleased to hear how Anjali’s respectful listening, clear explanations, and tailored advice have supported you over the years. It’s great to know she has been able to assist you not only with your investments but also in navigating processes like Centrelink, always responding promptly to your queries. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
As one who is basically clueless when it comes to understanding and navigating the complexities of financial planning, I would like to sincerely thank Ben Holian for his advice, clarifications, guidance and support (&patience!) throughout the review process.
Business response:
Thank you, Nadia, for your wonderful 5-star review. We’re delighted to hear that Ben’s advice, clear explanations, and patient guidance helped make the review process easier to navigate. It’s great to know you felt supported every step of the way. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
Presented professionally and personally in our home. Much appreciated.
Business response:
Thank you, Des, for your fantastic 5-star review. We’re so pleased to hear you appreciated the professional and personal approach during your home meeting. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
As usual Ben was great in explaining the complicated process and emphasising the positives & negatives of various options. It was a most positive experience overall.
Very informative. Took time to explain everything in detail . Answered all our queries honestly and gave us peace of mind. We really appreciated Chris coming to our house for this meeting. He used an excellent personal approach,putting himself in our position. Thank you
Business response:
Thank you, Lois, for your wonderful 5-star review. I’m so pleased to hear you found our meeting informative and that I could answer all your questions honestly, giving you peace of mind. It was a pleasure to come to your home and provide a personal approach tailored to your situation. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
I felt very satisfied that I was listened to and suitably questioned so that all necessary information to make future decisions were in the open. Future directions were well explained with all my questions answered. Thank you.
Business response:
Thank you so much, Maureen, for your thoughtful 5-star review! Great to hear Marcello looked after you and listened to you. I'm truly pleased you felt supported and that everything was clearly explained. It’s so important to us that your future planning is well-informed and your questions are fully answered. Looking forward to continuing to help you work towards your financial goals. Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Marcello spoke in a friendly and patient manner. Very knowledgeable and understanding with a better understanding of my individual needs. I feel very confident with the advice given. Thanks Marcello.
Business response:
Thank you, Bernice, for your wonderful 5-star review! I'm so pleased to hear Marcello was friendly, patient, and took the time to truly understand your individual needs. It's great that you feel confident with the advice given — that’s exactly the kind of experience we aim to provide. We appreciate your kind words and look forward to supporting you on your financial journey. Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Excellent kt
Business response:
★★★★★ Thank you, Ron, for your fantastic 5-star review! We're thrilled to hear you had an excellent experience with Marcello. He truly is a valued part of our team, and it's great to know his support made a positive impact. We appreciate your kind words! 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 294 reviews.
When is CCA Financial Planners open?
CCA Financial Planners is closed now. It will open tomorrow at 8:00 a.m.