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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. |
Well presented, made me feel comfortable and confident to have my affairs taken care of.
Business response:
Thank you so much, Daniela, for your 5-star review. We really appreciate your kind feedback. I’m so pleased to hear you found the meeting well presented and that it helped you feel comfortable and confident knowing your affairs are being taken care of. That’s exactly the reassurance and support we aim to provide. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Meeting with Elton went very well. It was a pleasure having the meeting with him. Was a pleasure.
Business response:
Thank you so much, Darrell, for your 5-star review. We really appreciate your kind feedback. I’m so pleased to hear your meeting with Elton went very well and that it was such a pleasure to meet with him. It’s wonderful to know you had a positive experience. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Ps: I hope you loved the book :)
A comprehensive consultation , after which, I felt confident in the planning of my portfolio . My consultant was both attentive , thorough ,and professional in our review.
Business response:
Thank you so much, Suzanne, for your 5-star review. We really appreciate your thoughtful feedback. I’m so pleased to hear Ben provided a comprehensive consultation and that you came away feeling confident in the planning of your portfolio. It’s wonderful to know he was attentive, thorough, and professional throughout your review. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Procedures / Changes were explained with clarity and patience and my questions were answered fully. I was thus able to accept advice given with confidence. I was assisted by Steve Perrett and Adye Douglas
Business response:
Thank you so much, Suzanne, for your 5-star review. We really appreciate your thoughtful feedback. I’m so pleased to hear that Steve Perrett and Ayde Douglas explained the procedures and changes with clarity and patience, and that all your questions were answered fully. It’s wonderful to know you felt confident in accepting the advice provided. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
We have been with CCA for a few years now and we couldn’t be happier. Just did our annual review with Elton and as usual he’s warm friendly and very professional. We are very happy and feel very secure in our retirement ever since we were referred to this wonderful company. Chris should be proud of the team they have built and Elton is a definite asset who is wonderful to deal with.
Business response:
Thank you so much, Elizabeth, for your 5-star review. We really appreciate your loyal support over the years. I’m so pleased to hear you continue to be happy with CCA and that your annual review with Elton was, once again, warm, friendly, and professional. It’s wonderful to know you feel secure in your retirement and so well looked after by the team. Chris truly appreciates your kind words, and we’re grateful to have Elton as such a valued part of CCA Financial Planners. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL... read more
Very good job! Thank you
Business response:
Thank you so much, Anthony, for your 5-star review. I really appreciate your kind words and support. It was a pleasure assisting you, and I’m so pleased to know you were happy with the service I provided. Your feedback means a great deal to me and to all of us at CCA Financial Planners. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Marcello provided me with a thorough assessment of my portfolio, strategies for consideration for the near and long term future. With many thanks
Business response:
Thank you so much, Lina, for your 5-star review. We really appreciate your thoughtful feedback. I’m so pleased to hear Marcello provided you with a thorough assessment of your portfolio and outlined strategies for both the near and longer term future. It’s wonderful to know you felt well supported and informed. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
From the beginning with your company I have appreciated the professionalism of the team who have assisted me. Adye has always been helpful and understanding of my needs as an older not very computer literate person. He has handle my affairs with Centrelink ably assisted by Steve. I would happily recommend your firm to friends. Steve has also dealt with my other financial matters in a friendly and professional manner.
Business response:
Thank you so much, Marilyn, for your 5-star review. We really appreciate your thoughtful feedback and your recommendation. I’m so pleased to hear that from the very beginning you have appreciated the professionalism of our team, and that Adye has been so helpful and understanding of your needs. It’s also wonderful to know he has handled your Centrelink matters so ably with Steve’s support, and that Steve has assisted you with your other financial matters in such a friendly and professional manner. Cheers Christopher Cachia ... read more
Dhruv and Swathika have tirelessly worked to ensure a positive outcome for Kevin. They have always assisted us promptly and efficiently with all the requirements for Services Australia. We are very grateful for their support and guidance during this process. They were excellent.
Business response:
Thank you so much, France, for your 5-star review. We really appreciate your thoughtful feedback. I’m so pleased to hear that Dhruv and Swathika worked so tirelessly to support you and Kevin, and that they assisted promptly and efficiently with all the Services Australia requirements. It’s wonderful to know their guidance and support made such a positive difference 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.