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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. |
Treated in friendly, relaxed but at the same time professional manner.
Steve was very welcoming on arrival, and the rapport we had with him throughout our review was comfortable. He explained the report to suit our knowledge of finances, and no question was put aside. We feel very reassured our money is in good hands. Thank you.
Answered all of our queries, explained everything thoroughly and clearly. We felt reassured that we were in good hands.
Anjuli was delightful. I can say no more.
A big thank you to Marcello Rogliano and Flora Lan for their excellent service. Marcello conducted my SMSF review in a professional and informative manner, while Flora has been absolutely wonderful in helping me work through the follow-up documentation. She has endless patience, explains everything in simple terms, and is always friendly and helpful. I highly recommend their services.
Greatly appreciate all of Steve's advice, his ability to explain complex issues in layman's terms and his integrity in following up all matters needing attention. His straight-forward, friendly manner gives us great confidence. Thankyou!
Appreciated the informality over the phone and Steve's skill in putting all of the issues in an understandable language. Very willing to provide explanations when requested. Kept review moving forward. Provided excellent summaries of actions to be taken at the end of the consultations.
Steve was amicable, concise, explaining everything well. Gave good advice according to our financial situation.
We’ve had a difficult time with Centrelink & Marcello & team were so patient & determined to assist us. The outcome was to our advantage. Marcello & team did the hard yards because Centrelink is so hard to discuss concerns with at times & they did it on our behalf which we’re grateful for.
Frequently asked questions about CCA Financial Planners
How is CCA Financial Planners rated?
CCA Financial Planners has a 4.9 star rating with 760 reviews.
When is CCA Financial Planners open?
CCA Financial Planners is open now. It will close at 8:00 p.m.