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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. |
Hui Marcello, You requested some feedback after our meeting. Overall a good meeting but: 1. If you are going to present on electronic media, make sure it is working properly prior to us arriving. 2. Data must be current and accurate, within a week of the meeting. 3. What we needed to know in a concise format: A. Rex's balance 2025 B. Debbie's balance 2025 C. Rex's balance 2026 and how much has been made (before and after fees). D. Debbie's balance 2026 and how much has been made (before and after fees). E. Total In... read more
Business response:
Hi Rex & Debbie — thank you for the thoughtful feedback. We really appreciate you taking the time to share it, as it helps us keep improving how we present and deliver our advice. We do build a lot of this analysis into the material provided, and we completely understand that when there are detailed figures and moving parts, it isn’t always easy to see the key takeaways in a simple, succinct snapshot on the day. We’ll take this on board to keep improving how we present the information and the summary outcomes. Marcello will ... read more
My wife and I have just concluded our annual review with Anjali. As always, she is extremely friendly, knowledgeable and very good at explaining the situation. The main reason we will keep coming back to Anjali is that I trust her and, as a result, I have benefited by her financial expertise over the years that she has been our financial adviser. As long as she is holding the reins, I am not worried about my financial future.
Business response:
Thank you so much, Michael, for your 5-star review. We really appreciate your continued trust and support. I’m so pleased to hear that you and your wife had another positive annual review with Anjali, and that her friendly manner, knowledge, and clear explanations continue to give you confidence. It’s especially wonderful to know the trust you have placed in her over the years has brought you such peace of mind about your financial future. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
My wife and I have just concluded our annual review with Anjali. As always, she is extremely friendly, knowledgeable and very good at explaining the situation. The main reason we will keep coming back to Anjali is that I trust her and, as a result, I have benefited by her financial expertise over the years that she has been our financial adviser. As long as she is holding the reins, I am not worried about my financial future.
Following our latest annual review with Anjali, I feel confident that she is well aware of our financial concerns and at the meeting she was able to address them and offer sound advice. She explained very clearly what CCA could offer us, so we have a good understanding of our financial situation. Over the years that she has been advising me and my husband, she has been approachable, friendly, professional and efficient and is always ready to help. I am more than happy with the service she provides us.
Ben was friendly and explained things well
Business response:
Thank you so much, Kathleen, for your 5-star review. We really appreciate your kind feedback. I’m so pleased to hear Ben was friendly and explained things well. It’s wonderful to know you had such a positive experience. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
You gave us great confidence in your plans for our future.
Business response:
Thank you so much, William, for your 5-star review. I really appreciate your kind words. It was a pleasure assisting you, and I’m so pleased to know I was able to give you confidence in the plans for your future. Your trust means a great deal to me and to all of us at CCA Financial Planners. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
We just completed our Financial Portfolio review on line with Elton and could not be happier. Once again all our questions were listened to and responded to clearly and concisely. Everything in relation to our investment goals and objectives was discussed in full and both myself and my wife were reassured of our current financial position is being soundly managed.by CCA Financial Planners.
Business response:
Thank you so much, John and Christine, for your 5-star review. We really appreciate your thoughtful feedback. I’m so pleased to hear your online financial portfolio review with Elton left you both so happy, and that all your questions were listened to and answered clearly and concisely. It’s wonderful to know your investment goals and objectives were discussed thoroughly, and that you both feel reassured your financial position is being soundly managed by CCA Financial Planners. Cheers Christopher Cachia / DipFp CERTIFIED F... read more
Our recent review with Steve Perrett & Ayde Douglas was both satisfying & comforting to us knowing that our financial interests were in good hands having received a comprehensive coverage of all our needs.
Business response:
Thank you so much, James and Sandra, for your 5-star review. We really appreciate your thoughtful feedback. I’m so pleased to hear your recent review with Steve Perrett and Ayde Douglas was both satisfying and comforting, and that you came away feeling confident your financial interests are in good hands. It’s wonderful to know you received such comprehensive attention to your needs. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
i am very happy with investment etc decisions. both druve and elton have always been most helpful and patient.
Business response:
Thank you so much, Jillian, for your 5-star review. We really appreciate your kind feedback. I’m so pleased to hear you are very happy with your investment decisions and that Dhruv and Elton have both been so helpful and patient in supporting you. It’s wonderful to know you feel well looked after 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.