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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. |
Excellent professional and informative consultation and advice
Business response:
Thank you, Neale, for your excellent 5-star review! ⭐ We’re so pleased to hear that you found the consultation professional, informative, and helpful. Providing clear advice and support is exactly what we strive for with every client. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
Very well indeed .Elton explained everything and I am happy to leave everything he organised.
Business response:
Thank you, Margaret, for your wonderful 5-star review! ⭐ We’re so pleased to hear that Elton explained everything clearly and that you feel confident leaving everything he organised. That trust and peace of mind are exactly what we aim to provide for our clients. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
Steve gave a thorough financial plan outline in easy to understand language.
Business response:
Thank you, Andrew, for your fantastic 4-star review! ⭐ We’re delighted to hear that Steve provided you with a thorough financial plan and explained it in clear, easy-to-understand language. Helping clients feel confident and informed is exactly what we aim to achieve. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
All my questions were answered. Plus helpful advice.
Business response:
Thank you, Monica, for your excellent 5-star review! ⭐ We’re so pleased to hear that all your questions were answered and that you received helpful advice. Making sure our clients feel informed and supported is always our priority. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
Anjali provided excellent service during my recent Strategic Annual Review. She explained every aspect of the review material in a very clear and easy to understand manner. She provided me with all relevant and necessary information to enable me to make informed decisions affecting my portfolio with confidence. She answered all my queries and provided me with further options and assistance to help me achieve my financial goals.
Business response:
Thank you, Nola, for your glowing 5-star review! ⭐ We’re so pleased to hear that Anjali provided such excellent service during your Strategic Annual Review. It’s wonderful that she explained everything so clearly, gave you all the information needed to make confident decisions, and offered further options to help you achieve your financial goals. That level of care and support is exactly what we strive to deliver. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
Ben thoroughly explained the Statement of Advice and our future Superannuation payments. He reassured us that our future finances will be Ok.
Business response:
Thank you, Margaret, for your fantastic 5-star review! ⭐ We’re delighted to hear that Ben thoroughly explained your Statement of Advice and future superannuation payments. It’s wonderful to know he was able to give you the reassurance and confidence that your future finances will be secure. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
Ben fully explained the various details of our statement of advice, particularly future strategies.
Business response:
Thank you, Margaret, for your excellent 5-star review! ⭐ We’re so pleased to hear that Ben took the time to fully explain the details of your statement of advice, especially the future strategies. Clarity and confidence in planning ahead are so important, and it’s wonderful to know Ben provided that for you. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
Very helpful and informative advice. Appreciated your understanding and taking the time to formulate a positive path and direction moving forward
Business response:
Thank you, Neil, for your excellent 5-star review! ⭐ We’re so pleased to hear that you found the advice helpful and informative. It’s wonderful to know you appreciated the time taken to understand your needs and create a clear, positive path forward. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
We were very happy with the level of service provided by Marcello in the course of the review. He assisted us greatly in deciding the way forward.
Business response:
Thank you, Vince and Connie, for your wonderful 5-star review. We’re absolutely delighted to hear that Marcello’s support during your review made the process clear and helped you confidently decide the way forward. It’s always our goal to ensure you feel informed and supported every step of the way, and knowing we achieved that means a great deal to us. We truly appreciate you taking the time to share your experience and for allowing us to be part of your financial journey. Cheers Christopher Cachia / DipFp CERTIFIED FINANC... 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 342 reviews.
When is CCA Financial Planners open?
CCA Financial Planners is open now. It will close at 8:00 p.m.