CCA Financial Planners

Name: CCA Financial Planners
Address: Level 15/401 Docklands Drive, Suite 19, Docklands, VIC, 3008, AU
Telephone: (03) 7037 9888
Rating: 4.9

4.9

Finance
Docklands, VIC

About this business

Finance

Location details

Level 15/401 Docklands Drive, Suite 19, Docklands, VIC, 3008, Australia

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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.

4.9584 reviews

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Penny M.

4 months ago

Spoke too quickly as Paul is quite deaf. But it was a very good experience. Learnt a lot.

Business response:

Thanks so much for your review, Penny ⭐️ We really appreciate you sharing your experience and your thoughtful feedback. It’s great to hear that overall it was a very good experience and that you learned a lot. Your comments are valuable and help us continue to improve the way we communicate and support our clients. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional The finest compliment we can receive is a referral from a valued client. Please don't keep us a secret.

Janette T.

4 months ago

Did very well followed our wishes and it all went smoothly And was very prompt. Thank you

Business response:

Thanks so much for the lovely review, Janette ⭐️ We’re delighted to hear that everything went smoothly and that your wishes were followed closely, with prompt service throughout. Thank you for taking the time to share your experience — it’s truly appreciated. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional The finest compliment we can receive is a referral from a valued client. Please don't keep us a secret.

Adam S.

4 months ago

Great experience. Explained options very well. Gave us advantages and disadvantages well. Nice manner.

Business response:

Thanks so much for the great review, Adam ⭐️ We’re pleased to hear you had a great experience and that the options were explained clearly, including the advantages and disadvantages. It’s also lovely to know our team’s manner made the process comfortable and easy for you. Thanks again for taking the time to share your feedback. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional The finest compliment we can receive is a referral from a valued client. Please don't keep us a secret.

Marilyn and Jim O.

5 months ago

(I tried feedback by mobile phone but concerned it didn't send so 2nd try) Having Anjali visit was a very pleasant and valuable experience. Her friendly approach, clear explanations and willingness to listen were a feature of her visit. We particularly appreciated her interest in us as individuals. We felt it was a very worthwhile visit and are grateful for the time given to.

Business response:

Thanks so much for the wonderful review, Marilyn and Jim ⭐️ We’re delighted to hear that Anjali’s visit was such a pleasant and valuable experience for you both. Her friendly approach, clear explanations and genuine willingness to listen are qualities we value highly, and it’s lovely to know you felt she took a real interest in you as individuals. Thank you for your kind words and for taking the time to share your feedback. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional The finest compliment ... read more

Patricia B.

5 months ago

It was great talking n bringing me up to speed with the changes which gad occurred since my previous appointment Explained it clearly with an changes I chose to make Afterwards and as able to complete some jobs which had been waiting to be done

Business response:

Thanks so much for the great review, Patricia ⭐️ We really appreciate you taking the time to share your experience. It’s lovely to hear that the discussion helped bring you up to speed with the changes since your previous appointment, and that everything was explained clearly. We’re also pleased you were able to make your chosen updates and get those outstanding jobs completed — that’s a great outcome. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional The finest compliment we can receive is a re... read more

Ann E.

5 months ago

Information was provided clearly. My options for the future were thoroughly explained.

Business response:

Thanks so much for the lovely review, Ann ⭐️ We’re pleased to hear that the information was provided clearly and that your options for the future were thoroughly explained. Thank you for taking the time to share your feedback — it’s greatly appreciated. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional The finest compliment we can receive is a referral from a valued client. Please don't keep us a secret.

Vicki M.

5 months ago

Dealing with Ben instils confidence and trust. He explains complex matters clearly and with patience. I look forward to continuing working with him.

Business response:

Thanks so much for the wonderful review, Vicki ⭐️ It’s great to hear that working with Ben has instilled confidence and trust. His ability to explain complex matters clearly and patiently is something we value highly, and we’re pleased you’re looking forward to continuing the relationship. We really appreciate you taking the time to share your feedback. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional The finest compliment we can receive is a referral from a valued client. Please don't keep us ... read more

Georgina S.

5 months ago

Flora, has been amazing in her contact, ie Communication, always consistent, efficient, engaging and always so helpful , Always, friendly, sends emails and follows up, She is a great asset to the organisation as well as Tiffania, Tiffiana, also has been amazing with correspondence and efficient with everything she has helped with recently All the best to them and the team for a good 2026

Business response:

Thanks so much for the wonderful review, Georgina ⭐️ We really appreciate you taking the time to share such thoughtful feedback. It’s fantastic to hear how consistently helpful, friendly and engaging Flora has been, and how much you’ve valued her communication and follow-ups. We’re also pleased to hear your positive experience with Tiffania and her efficiency with recent correspondence. They’re both valued members of our team, and your kind words will mean a great deal to them. Thank you for the well wishes, and all the ve... read more

Peter H.

5 months ago

All good. Elton is very informative, and patient with my ramblings. Again, very happy with the service provided by CCA and will recommend CCA to anybody who asks.

Business response:

Thanks so much for the great review, Peter ⭐️ We’re really pleased to hear you’re very happy with the service and that Elton’s informative and patient approach made the experience a positive one. Your recommendation of CCA means a lot to us, and we truly appreciate you taking the time to share your feedback. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional The finest compliment we can receive is a referral from a valued client. Please don't keep us a secret.