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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. |
Anjali was excellent with her down to earth & thorough explanations of the changeover from Bank First finance planning to CCA and the benefits to be had with my superannuation investment.
Did a great job organising my insurance. No issues, just smooth sailing
Marcello provides me with a comprehensive review of my portfolio that is easy for me to understand. He is very thorough and provides advice on making my assets perform as best they can. I also appreciate the regular email communication that gives up to date expert advice on the state of play in the financial world especially in times of global uncertainty
Marcello was able to provide a thorough informative explanation of our current financial status. He was able to articulate on all our inquiries in a polite professional manner.
Business response:
Thank you, Arch, for your 5-star review. We’re so pleased to hear that Marcello provided you with a thorough and informative overview of your current financial position. It’s great to know he was able to address all your questions clearly while maintaining a polite and professional approach. We truly appreciate your feedback and are glad you had such a positive experience. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Great, very fiod knowledge.
Business response:
Thank you, Enid, for your 5-star review. We really appreciate your kind feedback and are glad to hear you found the experience great and knowledgeable. It’s wonderful to know Ben was able to support you and provide the guidance you needed. Thanks again for taking the time to share your experience. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Very informative review, explaining the strategies in simple language. Marcello is reassuring in the cycles the financial markets take over the years.
Business response:
Thank you, Margaret, for your 5-star review. We’re so pleased to hear that you found the review informative and that the strategies were explained in a clear and simple way. Marcello takes great care in helping clients understand the bigger picture, especially when it comes to navigating market cycles with confidence and reassurance. We truly appreciate your kind feedback and are glad you had such a positive experience. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Great explanation of all financial matters and projections from Marcello.Very informative with a personal touch which is very much appreciated. Everything was explained in easy to understand language.
Business response:
Thank you, Margaret, for your 5-star review. We’re so pleased to hear that you found the review informative and that the strategies were explained in a clear and simple way. Marcello takes great care in helping clients understand the bigger picture, especially when it comes to navigating market cycles with confidence and reassurance. We truly appreciate your kind feedback and are glad you had such a positive experience. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Raymond and Chris have been very thorough in setting up personal insurance and financial planning. They have made the process very easy to understand and transparent.
Business response:
Thank you, Cameron, for your 5-star review. I’m really pleased to hear that Ray and I have been able to make the process of setting up your personal insurance and financial planning clear and transparent. It was a pleasure working with you, and I’m glad we could make everything easy to understand along the way. I truly appreciate your trust and your kind feedback. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Very professional advice and assistance by both Steve ( Perret ) and Adye. Clear and precise information provided to ensure understanding. Thorough communication at all times. Sincere thanks.
Business response:
Thank you, Fred, for your 5-star review. We really appreciate your kind words and are pleased to hear that Steve and Adye provided you with professional advice and clear, precise information throughout the process. It’s great to know their communication and attention to detail helped ensure everything was well understood. Thank you again for your sincere feedback — it means a lot to our team. 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 685 reviews.
When is CCA Financial Planners open?
CCA Financial Planners is open now. It will close at 8:00 p.m.