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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. |
Our advisor was clear and succinct especially as far as costings and the value of maintaining our present risk level superannuation scheme! We appreciate having been linked with Paul especially as we are able to understand him and this gives us a greater sense of security than we have experienced with other financial advisors in the past and we trust we can continue with him as our advisor!
Business response:
Hi Suzy, Thank you very much for the ⭐⭐⭐⭐⭐ rating and for sharing your detailed and thoughtful feedback. We’re delighted to hear that your adviser was clear and succinct, particularly around costings and the value of maintaining your current superannuation risk level. It’s wonderful to know that working with Paul has given you a greater sense of understanding, trust, and security compared with past experiences. Building clear communication and long-term confidence is very important to us, and your comments are greatly appr... read more
Paul managed to make clear our options for the future investment opportunities. No mean feat His ability to relate using Australian vernacular was appreciated without a difficult accent often found in the financial services
Business response:
Hi Suzy, Thank you very much for the ⭐⭐⭐⭐⭐ ratings and for taking the time to share two detailed reviews — we’re truly grateful for your continued feedback. It’s wonderful to hear that Paul was able to clearly explain your future investment options and communicate in a way that felt relatable and easy to understand. We’re also pleased that his clear explanations around costings and maintaining your current superannuation risk level have given you a greater sense of security and confidence, especially compared with past exp... read more
Very thorough explanation of changes in a way I could understand. Pleased with service and that Ben is continuing to assist me.
Business response:
Hi Pat, Thank you very much for the ⭐⭐⭐⭐⭐ rating and for your kind feedback. We’re pleased to hear that the explanation of the changes was thorough and easy to understand, and that you’re happy with the service and with Ben continuing to assist you. Providing clear explanations and consistent support is very important to us, and your comments are greatly appreciated. Wishing you a very Merry Christmas and a happy, healthy, and prosperous New Year. You can always find out more about how we help clients at CCA Financial Pla... read more
Always helpful and extremely competent with all our requests and financial activities especially dealing with Cenrelink on our behalf. Raymond is prompt, informative and a pleasure to deal with.
Business response:
Hi Frances, Thank you very much for the ⭐⭐⭐⭐⭐ rating and for your wonderful feedback. We’re delighted to hear that you’ve found our support consistently helpful and extremely competent, particularly with managing requests and financial matters involving Centrelink on your behalf. It’s great to know that Raymond’s prompt, informative, and approachable manner has made things easier for you — he’ll really appreciate your kind words. It was also lovely catching up with you in person earlier this week, and please know that my t... read more
A very successful holistic approach to suit my requirements
Business response:
Hi Joanne, Thank you very much for the ⭐⭐⭐⭐⭐ rating and for your lovely feedback. We’re pleased to hear that you found the approach taken to be successful and holistic, and well suited to your individual requirements. Tailoring advice to each client’s needs is very important to us, and your comments are greatly appreciated. Wishing you a very Merry Christmas and a happy, healthy, and prosperous New Year. You can always find out more about how we help clients at CCA Financial Planners – helping you achieve financial succes... read more
Terry and the team have always assisted and at times acted on our behalf with any of our enquires and concerns.
Business response:
Hi Helen and John, Thank you very much for the ⭐⭐⭐⭐⭐ rating and for your kind feedback. We’re delighted to hear that Terry and the team have consistently assisted you and, when needed, acted on your behalf to address your enquiries and concerns. Providing reliable support and peace of mind is very important to us, and your trust is greatly appreciated. Wishing you both a very Merry Christmas and a happy, healthy, and prosperous New Year. You can always find out more about how we help clients at CCA Financial Planners – he... read more
Marcello always explains everything and answers all of my questions.
Business response:
Hi Susan, Thank you very much for the ⭐⭐⭐⭐⭐ rating and for your kind feedback. We’re pleased to hear that Marcello consistently takes the time to explain everything clearly and answer all of your questions. Providing clarity and reassurance is very important to us, and your support is greatly appreciated. Wishing you a very Merry Christmas and a happy, healthy, and prosperous New Year. You can always find out more about how we help clients at CCA Financial Planners – helping you achieve financial success. Cheers Christop... read more
I ‘worked’ with Raymond on. a one to one basis dealing mainly with the financial aspects of my ‘contract’. I found him to be well informed and a very patient , caring advisor who was well informed and clearly aware of my goals. During these visits he assisted to set up my Macquarie Cash account as well as assist me to reorganise my current accounts.. There is no way I could have done this by myself and greatly appreciated his patience and guidance .
Business response:
Hi Judy, Thank you very much for the ⭐⭐⭐⭐⭐ rating and for taking the time to share such detailed and thoughtful feedback. We’re delighted to hear about your positive one-to-one experience with Raymond and that his patience, care, and clear understanding of your goals made such a difference. It’s wonderful to know that his assistance in setting up your Macquarie Cash account and reorganising your current accounts provided the support you needed. Helping clients navigate complex financial matters with confidence and reassura... read more
Very professional. Very informative . Very respectful. Very helpful. Very relevant. Very relatable. Very relaxed.
Business response:
Hi Carol, Thank you very much for the ⭐⭐⭐⭐⭐ rating and for your wonderful feedback. We really appreciate the way you’ve described your experience — professional, informative, respectful, helpful, relevant, relatable, and relaxed is exactly the environment we strive to create for our clients. Your support means a great deal to us, and we’re pleased to know you felt comfortable and well informed throughout your experience. Wishing you a very Merry Christmas and a happy, healthy, and prosperous New Year. You can always find ... read more
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.