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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. |
What can I say, Elton is across his subject and as always provides me with the information and advice that is appropriate for the situation.
Business response:
Thank you, Peter, for your 5-star review. It’s fantastic to hear that Elton continues to provide you with advice and information that’s well suited to your needs. His knowledge and ability to tailor guidance to each situation are qualities we value highly. We truly appreciate your continued trust and your kind feedback. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
My experience with Elton and Dhruv has been extremely positive. The service is professional, supportive, and consistently of a high standard.
Business response:
Thank you, Gail, for your 5-star review. We’re delighted to hear that your experience with Elton and Dhruv has been so positive. It’s wonderful to know you’ve found their service professional, supportive, and consistently delivered to a high standard. We truly appreciate your kind feedback and your support. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Very Helpful
Business response:
Thank you, Colin, for your 5-star review. We really appreciate your feedback and are glad to hear you found our service helpful. It means a lot to us. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Always very thorough and helpfu
Business response:
Thank you, Colin, for your 5-star review. We really appreciate your feedback and are glad to hear you found our service helpful. It means a lot to us. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Explanations were clear, my questions were answered and I didn’t feel rushed with our phone conversation.
Business response:
Thank you so much, Alex, for your 5-star review. We really appreciate your kind words. I’m so pleased to hear Elton provided clear explanations, answered your questions, and made you feel comfortable and unrushed during your phone conversation. That’s exactly the thoughtful and supportive experience we aim to provide at CCA Financial Planners as we help our clients achieve financial success. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Steve Perrett and Ayde Douglas were very helpful and patient with us re the signing of numerous forms. Steve Perrett made sure we understood all the information required/ supplied and was always friendly and helpful. His advice was clear and well presented.
Business response:
Thank you so much, Juliene, for your 5-star review. We really appreciate your thoughtful feedback. I’m so pleased to hear that Steve Perrett and Ayde Douglas were helpful and patient while guiding you through the signing of the forms. It’s especially wonderful to know Steve made sure everything was clearly explained and understood, while providing friendly, helpful, and well-presented advice. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Paul thoroughly examined my current financial status and put forward possible options to optimise my finances. He also pointed out areas that need my attention to ensure that my finances are adequately protected. I came away confident that my finances are in good hands. Many thanks Paul.
Business response:
Thank you so much, Anna, for your 5-star review. We really appreciate your thoughtful feedback. I’m so pleased to hear Paul took the time to thoroughly assess your current financial position, outline options to help optimise your finances, and highlight the areas needing attention to help keep you properly protected. It’s wonderful to know you came away feeling confident that your finances are in good hands. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
I had received an email from Marcello re annual review time. I phoned him and we had a discussion re my financial plan and I am fully aware of what is happening in the world today and understand how this can affect the plan. I am very happy to have Marcello as my financial adviser because he treats you with respect, is interested in you as a person and nothing seems too much trouble for him.
Business response:
Thank you so much, Margaret, for your 5-star review. We really appreciate your thoughtful feedback. I’m so pleased to hear that Marcello took the time to discuss your financial plan with you and helped you feel informed about how current events may affect it. It’s especially wonderful to know you feel respected, genuinely cared for, and well supported by Marcello as your financial adviser. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Always a pleasure to speak with Ben, this time on my IPad, although a few initial hiccups on my part he guided me through the hook up. He talked us through both Roger’s and my policies and possible changes. We also had a later call back from Ben to clarify a few things for us and to tell us our paperwork was on its way.
Business response:
Thank you so much, Del and Roger, for your 5-star review. We really appreciate your kind feedback. I’m so pleased to hear Ben was able to guide you through the iPad connection, talk you through both policies and possible changes, and then follow up later to clarify everything and let you know the paperwork was on its way. It’s wonderful to know you felt well supported throughout the process. 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.