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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. |
Steve was very well-prepared and explained everything very clearly. He provided us with a number of options and have reasons for his particular recommendation, which we accepted.
Business response:
Thank you, Bryan, for your great 5-star review! I'm so pleased to hear Steve was well-prepared and clear in his explanations. It’s great that he could present a range of options and guide you confidently toward the right recommendation. We appreciate your trust and look forward to supporting you further. Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Steve clearly explained the adjustments in our superannuation that he recommended, so we understood the benefits. He outlined some possible changes to be considered over the next few years. Steve patiently answered our queries and was understanding of our preference to receive hard copies of paperwork that needed to be signed.
Business response:
Thank you, Geraldine, for your thoughtful 5-star review! It’s wonderful to hear that Steve took the time to clearly explain your superannuation adjustments and outline future considerations. I'm especially pleased he was patient and respectful of your preferences, ensuring everything was communicated in a way that suited you. We truly appreciate your kind words and trust. Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Anjali Sharma has been incredibly helpful sorting out our finances as well as providing us with immediate assistance on several difficult occasions. She is professional and committed to providing us with detailed information and explanations in a friendly and compassionate manner. We love her.
Business response:
Thank you, Margaret, for your beautiful 5-star review! I’m so glad to hear how incredibly helpful Anjali has been—especially during challenging moments. Her professionalism, compassion, and commitment to supporting you shine through, and it means a lot to know how much you value her care. And I couldn’t agree more—we love Anjali too! She’s a genuinely caring person and a wonderful part of our team. Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Information I needed to make on going decision's in my retirement financial matters. Clear and factual.
Business response:
Thank you, Annette, for your fantastic 5-star review. We’re so pleased to hear that you received the clear and factual information you needed to make ongoing decisions about your retirement financial matters. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
The pre meeting information enabled me to prepare & focus. Steve Perrett understood my needs and provided a range of options for me to consider for improved development of my ongoing investment in superannuation . My meeting with Steve was a genuine two way discussion . A good first experience with CCAFP.
Business response:
★★★★★ Thank you so much, Philip, for your thoughtful 5-star review! We’re delighted to hear that your first experience with CCA Financial Planners was a positive one. It’s great to know the pre-meeting information helped you feel prepared and focused, and that Steve Perrett took the time to understand your needs and guide you through the available options. We’re especially pleased that the meeting felt like a genuine two-way conversation — that’s exactly the kind of service we aim to provide. We look forward to supporting ... read more
New experience I hope I can submit another review in 6 months . So far all appears ok Thankyou.
Business response:
★★★★★ Thank you, Margaret, for your 5-star review! We're so pleased to hear that your experience with us has started off on the right foot. Your kind words and positive outlook are greatly appreciated. We’d absolutely welcome another review down the track — it’s wonderful to know you're already looking ahead, and we look forward to supporting you every step of the way. Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
I was happy with the time frame the settlement was completed in and that I did not have to contact the hospital for any details the insurance company may have required.
Business response:
★★★★ Thank you, John, for your great 4-star review! I’m glad to hear the settlement process was handled efficiently and that we could take the pressure off by managing the hospital details on your behalf. We really appreciate you taking the time to share your experience — it's feedback like yours that helps us continue to deliver smooth and stress-free service. Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
Elton, was terrific, he put me at ease and explained everything to me, he also answered all my questions. I came out of the meeting feeling confident that CCA will handle my financial affairs to the best of their ability. Thank you Elton
Business response:
★★★★★ Thank you, Sandra, for your lovely 5-star review! It’s fantastic to hear that Elton made you feel comfortable and well-informed. He’ll be so pleased to know his clear explanations and support gave you confidence in our team. We're grateful for the opportunity to assist with your financial affairs and are committed to delivering the highest level of care. Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
Good advice and depth of knowledge regarding the whole tax and super landscape.
Business response:
★★★★★ Thank you, Phil, for your great 5-star review! We really appreciate your kind words. It’s fantastic to hear that you found the advice helpful and the depth of knowledge valuable — especially when it comes to navigating the complexities of tax and super. We're always here to ensure you feel confident in every step of your financial planning. 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 closed now. It will open tomorrow at 8:00 a.m.