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CCA Financial Planners is a name you can trust when it comes to providing financial advice, comprehensive research to compare current and discontinued life insurance policies, superannuation, pension funds and effective measures for income protection. As a financial planner since 1989, we have been doing this service for over 33 years now. You can be assured to get only the best strategy and advice for all your financial planning and insurance requirements.
Level 15/401 Docklands Drive, Suite 19, Docklands, VIC, 3008, Australia
Get directionsWeekday | 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. |
Very comprehensive. Took plenty of time with us. Only down point was receiving information the morning of meeting. Would’ve liked a couple of days to read the information before the meeting. Other than that I was very happy with CCA.
Business response:
Thank you, Robyn, for your thoughtful review! We're delighted to hear that you found our approach comprehensive and that we took the time to go through everything with you. We truly appreciate your feedback about receiving information earlier—we understand how valuable it is to have time to review details before a meeting. We’ll take this on board to improve our process moving forward. Thank you again for choosing CCA Financial Planners—we’re grateful for the opportunity to assist you! Cheers, Christopher Cachia / Dip... read more
An easy to follow and understand conversation with regard to both my current and future situation
Business response:
Thank you, Gail, for your wonderful 5-star review! ⭐⭐⭐⭐⭐ We're so pleased to hear that our conversation was easy to follow and gave you clarity on both your current and future financial situation. Helping our clients feel confident and informed is always our goal! If you ever have any more questions or need further guidance, we're here to help. Cheers, **Christopher Cachia / DipFp** **CERTIFIED FINANCIAL PLANNER ® professional** 📞 0418 360 771 | ✉️ chris@ccafp.com.au _"The finest compliment we can receive is ... read more
Very helpful advice, delivered in a simplified version that was easy to comprehend . Friendly and personable meeting.
Business response:
Thank you so much for your kind words, Margo! We’re thrilled to hear that you found the advice helpful and easy to understand—that’s exactly what we strive for. Marcello takes great pride in making financial guidance approachable and ensuring clients feel confident in their decisions. It’s wonderful to know that you had a positive and enjoyable experience in your meeting. We truly appreciate your feedback and look forward to continuing to support you on your financial journey! Cheers, Christopher Cachia / DipFp CERTIFIED FI... read more
Very impressed with Marcello. I have confidence in his character and ability to manage my finances well.
Business response:
Thank you so much, Yvonne, for your kind words and 5-star review! 🌟 We’re thrilled to hear that Marcello has earned your confidence with his expertise and character. At CCA Financial Planners, we take great pride in providing personalised financial guidance that gives our clients peace of mind. We truly appreciate the trust you’ve placed in us and look forward to continuing to support you on your financial journey. If you ever have any questions or need anything, we’re always here to help! Cheers, Christopher Cachia / Dip... read more
Very comprehensive and easy to understand. Extremely pleased with the future strategies.
Business response:
Hi Frances, Thank you so much for your kind words! We’re delighted to hear you found everything comprehensive and easy to understand, and it’s wonderful that you feel so positive about the strategies we’ve put in place. We truly appreciate your feedback and look forward to continuing to support you in achieving your financial goals. Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional CCA Financial Planners
Super very happy with everything that that is happening cheers
Business response:
Hi Geoff, Thank you so much for your 5-star review! We’re delighted to hear you’re super happy with everything we’ve been doing. It has been an absolute pleasure dealing with you for the last two years, and we look forward to a long, successful relationship as we continue planning your financial future together. Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER® professional
Everything was explained in a manner that was easily understood. Marcelo did an excellent job at explaining what the best recommendations were for us to follow going forward.
Business response:
Hi Margaret & John, Thank you for your wonderful 5-star review. We’re pleased to hear Marcelo’s explanations were clear and that our recommendations are helping you move forward confidently. Your positive feedback means a great deal to our team, and we’re committed to supporting you every step of the way. Thanks again for placing your trust in us, and please feel free to reach out if there’s anything else we can do. Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional CCA Financial Planners... read more
Very clear & simple explanations of financial matters
Business response:
Hi Jane, Thanks so much for your wonderful 5-star review. It’s fantastic to hear our explanations made everything clear and simple for you. You are an absolute delight to deal with, and both Xavier and I look forward to working with you as we continue to develop your financial plan. Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER® professional Mobile: 0418 360 771 | Email: chris@ccafp.com.au
Marcello is always a pleasure during our annual review, organised, efficient and explains everything very well. Marcello also provides guidance on the things we should be doing to ensure the best possible returns and takes action on our behalf which is greatly appreciated. We feel that we can trust the relationship and guidance provided by Marcello and CCAP.
Business response:
Hi Julia, Thank you so much for your wonderful 5-star review. It’s great to hear Marcello’s organisation, clear explanations, and personalised guidance are helping you feel confident about your financial decisions. You are truly a delight to deal with, and we look forward to continuing our work with you and supporting your financial planning needs. Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER® professional Mobile: 0418 360 771 | Email: chris@ccafp.com.au
CCA Financial Planners has a 4.9 star rating with 118 reviews.
CCA Financial Planners is closed now. It will open at 8:00 a.m.