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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. |
I am very pleased overall. I went in with a pretty good idea what I was looking for, and Marcello was very helpful in offering a few additional suggestions. Transparent with all of the costs. Very personable and easy to deal with. Would recommend
Business response:
Thank you so much for the fantastic 5-star review, Craig and Sarah! We’re delighted to hear that you came in with a clear vision and that Marcello was able to enhance it with thoughtful suggestions tailored to your needs. His transparency around costs and personable approach are qualities we truly value, and it’s great to know they made your experience a positive one. Your recommendation means a lot to us — it’s always rewarding to know our clients feel supported and well-informed throughout their financial journey. Cheer... read more
I was very appreciative of the time & effort that Elton has put into developing & producing my Statement of Advice. I have found the whole experience to be easy & stress free. It has been a pleasure dealing with Elton on a subject that in the past I've viewed as a 'necessary evil'. I look forward to continuing my association with CCA & am hopeful of fruitful & satisfying results.
Business response:
Thank you, Carol, for your wonderful five-star review. It’s fantastic to hear that Elton made the process of developing your Statement of Advice easy and stress-free. We’re so pleased that you found working with him a positive experience, especially on a topic that can often feel daunting. Your kind words and trust mean a great deal to us. We look forward to continuing our association with you and helping you achieve the fruitful and satisfying results you’re hoping for. Cheers, Christopher Cachia / DipFp CERTIFIED FINANCI... read more
We’ve had an excellent experience working with Chris and Marcello at CCA Financial Planners. Their financial advice has been consistently professional, comprehensive, and clearly presented, with strong communication throughout the year. Their guidance on retirement strategies leading up to retirement has been especially valuable, helping us feel confident and well-prepared for the future. We highly recommend their services to anyone seeking expert financial support with a personal touch.
Business response:
Thank you so much for your thoughtful 5-star review, Steven & Judy! We’re truly grateful for your kind words and thrilled to hear that your experience with Chris and Marcello has been excellent. It’s especially rewarding to know that our retirement planning guidance has helped you feel confident and well-prepared for the future — that’s exactly the kind of support we strive to provide. Clear communication and a personal touch are at the heart of what we do, and we’re so pleased that came through in your experience. Your re... read more
Great to talk to Steve about how to manage our finances better. His advice is looking for the best way for us to maintain a good living standard and extend the longevity of our income.
Business response:
Thank you, Patricia, for your wonderful five-star review. It’s great to hear that your discussion with Steve was helpful and focused on finding the best ways to maintain your lifestyle while extending the longevity of your income. We’re delighted that you found his advice valuable and practical — that’s exactly what we strive for. We look forward to continuing to support you on your financial journey. Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER® professional
We were made to feel at ease on arrival. The offices were very inviting. It was great to see Ben again. He certainly explained our financial journey in a way that was easy to understand and follow. I have every confidence that he has our best interests at heart.
Business response:
Thank you, Pam, for your wonderful five-star review. It’s lovely to hear that you felt at ease from the moment you arrived and that you found our offices welcoming. We’re so pleased that Ben made your financial journey easy to understand and that his approach gave you confidence and reassurance. Your trust means a great deal to us, and we’re delighted to know you feel your best interests are always at the heart of what we do. Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER® professional
As usual great experience very informative Answered all questions to my satisfaction so I am extremely happy to continue was CCA financial planners
Business response:
Thank you, Colin, for your fantastic five-star review. It’s wonderful to hear that you continue to have great experiences with us and that all your questions were answered to your satisfaction. We’re thrilled that you’re extremely happy to continue with CCA Financial Planners — your confidence and ongoing trust mean a great deal to us. We look forward to continuing to support you on your financial journey. Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER® professional
Elton, our advisor was very pleasant, made us feel comfortable and put all the facts re our investments in a language we could understand. My wife and I came away feeling very positive about our meeting.
Business response:
Thank you, John and Heather, for your wonderful five-star review. It’s great to hear that Elton made you feel comfortable and explained everything clearly in a way that was easy to understand. We’re so pleased that you both came away from your meeting feeling positive and confident — that’s exactly the experience we aim to provide for all our clients. Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER® professional
Anjali explained all changes very clearly The information provided by her was clear and not overwhelming She was very well prepared She was warm but very professional I’m very grateful for this review and for knowing I can reach out to her for advice in the future
Business response:
Thank you, Mary, for your wonderful five-star review. It’s lovely to hear that Anjali provided such a clear and professional explanation of the changes and that you felt comfortable and supported throughout your meeting. We’re delighted that her warmth, preparation, and clarity made the experience a positive one for you. It’s great to know you feel confident reaching out for advice in the future — that ongoing support is exactly what we’re here for. Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER® profession... read more
Ben is good at explaining to my level Of knowledge and keeping me up to date of any changes. He Aldi always says you can ring me with any queries.
Business response:
Thank you, Carmel, for your wonderful five-star review. It’s great to hear that Ben explains everything clearly and at a level that suits your understanding — that’s exactly how we want our clients to feel. We’re so pleased that he keeps you up to date and encourages you to reach out with any queries. That ongoing accessibility and support are key to building confidence in your financial journey. 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 584 reviews.
When is CCA Financial Planners open?
CCA Financial Planners is closed now. It will open at 8:00 a.m.