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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. |
Friendly helpful and clear
Business response:
Thanks so much for the lovely review, Susan ⭐️ We’re pleased to hear you found Anjali friendly, helpful and clear in her approach. Thank you for taking the time to share your feedback — it’s greatly appreciated and we’ll be sure to pass on your kind words to her. 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.
Dhruv was very patient with me and guided me through a process for payment. He is always helpful and very patient whenever I have had a query or problem. Each time the query or problem has been resolved with a minimum of fuss. Well done
Business response:
Thanks so much for the great review, Rex ⭐️ We really appreciate you taking the time to share your experience. It’s wonderful to hear that Dhruv has been consistently patient and helpful, and that he’s been able to guide you through processes smoothly while resolving any queries with minimal fuss. Your kind words will certainly be passed on to him. 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 sec... read more
Advice from Chris, of CCA is excellent as I have very little expertise in this field. My other contact there is Terry who is also very knowledgeable and also advises me also. Other staff there I have met on my annual meetings have been very nice and accommodating to me for my meetings. I am very happy 😊 with advice and results with my portfolio, thanks. Lester 😃
Business response:
Hi Lester, Thank you so much for the ⭐⭐⭐⭐⭐ rating and for taking the time to share such a generous review. I truly appreciate your kind words and I’m glad to hear that the advice has helped give you confidence, especially in an area you felt less experienced in. It’s also wonderful to hear your positive feedback about Terry and the wider CCA team — we’re fortunate to have such a knowledgeable and caring group, and I’m pleased your annual meetings have always been comfortable and accommodating. Knowing you’re happy with bot... read more
I am happy with the financial advice and counsel Marcello has provided and his discipline in ensuring contingency strategies for adverse future developments e.g. corrections due. I appreciate the research infrastructure and professional institutional depth that CCA Financial Planners has for its staff like Marcello R.
Business response:
Hi Francesco, Thank you very much for the ⭐⭐⭐⭐⭐ rating and for sharing your considered feedback. We’re delighted to hear that you’re happy with the financial advice and counsel Marcello has provided, particularly his disciplined approach to contingency planning and preparation for potential market corrections. It’s also great to know you value the research capability and professional depth that supports our advisers. That infrastructure is a key part of how we help our clients make well-informed decisions with confidence. ... read more
We felt very comfortable and acknowledged with Steve He listened to us and made some excellent suggestions. Thank you and a happy Christmas to you all
Business response:
Hi Jan, Thank you very much for the ⭐⭐⭐⭐⭐ rating and for sharing your kind feedback. We’re so pleased to hear that you felt comfortable and acknowledged when meeting with Steve, and that he took the time to listen carefully and offer excellent suggestions. Creating a welcoming environment and truly understanding our clients’ needs is very important to us, so your comments are greatly appreciated. Thank you again, and we wish you a very happy Christmas. You can always find out more about how we help clients at CCA Financia... read more
A very helpful, honest and reassuring discussion with Steve.
Business response:
Hi Judi, Thank you very much for the ⭐⭐⭐⭐⭐ rating and for your kind feedback. We’re delighted to hear that you found your discussion with Steve to be helpful, honest, and reassuring — that’s exactly the experience we aim to provide. Wishing you a very Merry Christmas and a happy, healthy, and prosperous New Year. You can always find out more about how we help clients at CCA Financial Planners – helping you achieve financial success. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Anjali was very clear and helpful in discussing changes to my superannuation plan from Bank First to CCA. It was easy for me understand and ask questions. Helpful advice.
Business response:
Hi Patricia, Thank you very much for the ⭐⭐⭐⭐⭐ rating and for sharing your positive experience. We’re pleased to hear that Anjali was clear and helpful in explaining the changes to your superannuation plan and that the process was easy to understand, allowing you to ask questions with confidence. Providing clear, supportive advice is very important to us, and your feedback is greatly appreciated. Wishing you a very Merry Christmas and a happy, healthy, and prosperous New Year. You can always find out more about how we hel... read more
Anjali explained everything I needed to know very clearly and was happy to answer all of my questions. I feel very confident in the advice that she has given me.
Business response:
Hi Lisa, Thank you very much for the ⭐⭐⭐⭐⭐ rating and for your kind feedback. We’re delighted to hear that Anjali explained everything clearly and took the time to answer all of your questions, leaving you feeling confident in the advice provided. Building confidence through clear and supportive guidance is something we value greatly, and it’s wonderful to know this was your experience. Wishing you a very Merry Christmas and a happy, healthy, and prosperous New Year. You can always find out more about how we help clients ... read more
Anjali has always been helpful and pleasant while providing us with guidance and advice on our retirement financial preparations. We’ve never felt anxious or unsure in our multiple dealings with her. She provides easy to understand descriptions of the products and services we have utilised. I’m happy to recommend Anjali and CCA to anyone looking for financial planning assistance and guidance.
Business response:
Hi Hamish, Thank you very much for the ⭐⭐⭐⭐⭐ rating and for taking the time to share such thoughtful feedback. We’re delighted to hear that Anjali has consistently been helpful and pleasant while guiding you through your retirement financial preparations, and that her clear explanations have helped you feel confident and at ease throughout the process. It’s especially rewarding to know you would happily recommend Anjali and CCA Financial Planners to others — that trust means a great deal to us. Wishing you a very Merry Ch... 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 584 reviews.
When is CCA Financial Planners open?
CCA Financial Planners is closed now. It will open tomorrow at 8:00 a.m.