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CCA Financial Planners

4.9

About this business

Location details

Level 15/401 Docklands Drive, Suite 19, Docklands, VIC, 3008, Australia

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WeekdayScheduleStatus
Mon8:00 a.m. to 8:00 p.m.
Tue8:00 a.m. to 8:00 p.m.
Wed8:00 a.m. to 8:00 p.m.
Thu8:00 a.m. to 8:00 p.m.
Fri8:00 a.m. to 8:00 p.m.
Sat8:00 a.m. to 8:00 p.m.
Sun8:00 a.m. to 8:00 p.m.
4.9388 reviews
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Gail's profile image
Gail 
7 months ago

There were some unexpected complexities in my case and Dhruv dealt with them in an excellent fashion. He kept me updated at all levels. 

Business response:

Thank you so much for your 5-star review, Gail! I’m really pleased to hear that Dhruv was able to handle the complexities of your case so effectively. Keeping you informed at every stage is something we value highly, and I’m glad Dhruv delivered that level of care and communication. Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771 Email: [chris@ccafp.com.au](mailto:chris@ccafp.com.au)  

Kent S.'s profile image
Kent S. 
7 months ago

Very clear and precise information given, able to answer all of my concerns to my satisfaction. Very professional in every way, documents were well presented and explained fully. 

Business response:

Thank you so much for your 5-star review! I'm truly grateful for your kind words. It’s wonderful to hear that the information provided was clear, precise, and addressed all your concerns. I’m also pleased that the documentation and explanations met your expectations — professionalism and clarity are always priorities for us. Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771  

Anne R.'s profile image
Anne R. 
7 months ago

I was very grateful to Elton,Dhruv and Dominic for guiding me through the setting up of a new Super pension scheme. We have been with CCA for many years. They have made our retirement so much easier 

Business response:

Thank you so much for your wonderful 5-star review, Anne! We’re truly grateful for your continued trust over the years. It’s fantastic to hear that Elton, Dhruv, and Dominic made setting up your new Super pension scheme a smooth experience and have helped make your retirement easier. We’re honoured to be part of your financial journey. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771  

Patrice and David S.'s profile image
Patrice and David S. 
8 months ago

Paul Patman is the best financial advisor. He is extremely helpful, professional and always has time to address our financial needs and questions in a very timely manner. We have been with Paul for several years and would never consider working with another financial advisor. 

Business response:

Thank you, Patrice and David, for your wonderful 5-star review! We’re thrilled to hear that Paul Patman has consistently provided you with helpful, professional, and timely support over the years. Your loyalty means a lot to us, and it’s great to know you feel confident with Paul by your side. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771 Email: [chris@ccafp.com.au](mailto:chris@ccafp.com.au) "The finest compliment we can receive is a referral from a valued client. Please... read more

Janice M.'s profile image
Janice M. 
8 months ago

Excellent, from Dom meeting us, Xavier explaining changes to management and the exceptional and clear information given by Elton. Thanks and congratulations on the team. 

Business response:

We are delighted to hear about your excellent experience with Dom, Xavier and Elton. Thank you for recognizing our team's commitment to clear communication. 

David Ian M.'s profile image
David Ian M. 
8 months ago

Elton did a great job of explaining the process that will occur and the end result of the process. 

Business response:

We are delighted to hear that Elton provided clear explanations and guidance throughout your financial planning process. Your satisfaction matters to us. 

Robyn G.'s profile image
Robyn G. 
8 months ago

Ben has always prepared appropriately for our assessments. We appreciate that he considers our requests and gives us clear and informed advice. Ben has promptly returned any updated correspondence. If he is able he alters our requests for change while we are present. We appreciate his knowledge of our situation and look forward to further consultations. 

Business response:

We are delighted to hear about Ben's thorough preparation, clear advice, and prompt correspondence. Your appreciation of his knowledge and service means a lot to our team. 

Robyn G.'s profile image
Robyn G. 
8 months ago

Ben provided very clear explanations about the new arrangements. He updated our current situation which led smoothly to making decisions for the present time regarding our priorities. Thanks to Ben, I feel confident about the future and the new directions that I may take advantage of. 

Business response:

We are delighted to hear Ben provided clear explanations and helped build your confidence about future financial directions. Your trust means everything to us. 

maree b.'s profile image
maree b. 
8 months ago

Marcello was so friendly , open and so informative Our first session was great and look forward to further appointments planning our future retirement 

Business response:

Thanks for your positive feedback, Maree! We are honored to hear about your great experience with Marcello. Looking forward to helping you plan your future retirement further. 

Frequently asked questions about CCA Financial Planners

How is CCA Financial Planners rated?

CCA Financial Planners has a 4.9 star rating with 388 reviews. 

When is CCA Financial Planners open?

CCA Financial Planners is closed now. It will open at 8:00 a.m.