This profile has been claimed by the business owner or representative.
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. |
Answered all my questions and gave advice on those questions which gave me clarity
Business response:
Thank you, Ron, for your 5-star review. I’m really pleased to hear that our advice helped provide clarity and answered your questions. It’s always our goal to ensure you feel informed and confident in your financial decisions. Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
Helpful overview and ideas Provided a clearer perspective on my financial situation Friendly, non overwhelming personality Special thanks also to Katarina (?) who works upstairs at the Camberwell Branch. She took my phone call after closing time and helped sort my frazzled mind from an incident after I’d left my Annual Review with Steve Perret. Thank you all Best regards Barbara Prior.
Business response:
Thank you, Barbara, for your wonderful 5-star review. It’s great to hear that you found the overview and ideas helpful and that your meeting provided clarity around your financial situation. We’re also delighted to know that Katarina was able to assist you when you needed support — I’ll be sure to pass on your kind words to her and Steve. Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
My recent experiences working with Anjali to implement my financial plan was extremely positive, giving me confidence in the suggested strategies that will achieve my goals. Anjali walked me through the process, answered all my queries in detail and I feel that we have an excellent relationship whereby I can ask questions and be treated with respect and patience.
Business response:
Thank you, Heather, for your wonderful 5-star review. It’s fantastic to hear that your experience working with Anjali has been so positive and that the process has given you confidence in achieving your financial goals. We’re delighted that you feel supported and respected — that’s exactly the kind of relationship we aim to build with all our clients. Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
It was great to actually talk with Paul ,as i am not a fan of doing things on the computer. Can ask questions and get an answer immediately.
Business response:
Thank you, Jennifer, for your 4-star review. It’s wonderful to hear that you enjoyed your conversation with Paul and appreciated being able to ask questions and get answers directly. We’re glad the experience was comfortable and suited your preferred way of communicating. Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
Very thorough and patient. Provided good, clear explanations with examples and possible advantages and disadvantages of the different strategies.
Business response:
Thank you, Cheryl, for your 5-star review. It’s wonderful to hear that you appreciated the thoroughness and clear explanations provided. We always aim to ensure our clients feel fully informed and confident in understanding the strategies available to them. Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
Always a pleasure dealing with Marcello & staff. So professional, extremely thorough and transparent. Have complete trust with CCA and appreciate the level of care provided.
Business response:
Thank you, Kendrea, for your wonderful 5-star review. It’s fantastic to hear that you have such confidence in Marcello and our team. We’re so pleased that you value the professionalism, transparency, and care we strive to deliver to every client. Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
Elton is a good financial communicator. He is patient and thorough and ensures that we are comfortable with what is proposed/ discussed before moving on. We have appreciated timely communication along the way. We are confident to have him advising us.
Business response:
Thank you, Brian, for your 5-star review. It’s great to hear that you’ve had such a positive experience with Elton and that his clear communication and patience have helped you feel comfortable throughout the process. We’re delighted that you have confidence in his advice and appreciate your kind words. Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
Everyone at the firm is fantastic from my initial interactions with Chris to now Marcello —my queries are always answered promptly, and the team is polite. Truly appreciate the experience, competency, and personal attention I have received thus far.
Business response:
Thank you, Tom, for your wonderful 5-star review. It’s great to hear that you’ve had such a positive experience with both Marcello and myself, and that our team’s responsiveness and personal approach have stood out to you. We truly appreciate your kind words and look forward to continuing to support your financial journey. Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
It was our first meeting with Elton and he was very thorough and explained clearly all our questions. We have been with and been extremely happy with CCA for more than 10 years now. We trust you with our finances. Thank you Chris and team.
Business response:
Thank you so much for your wonderful feedback and for your continued trust in CCA over the past 10 years. It’s fantastic to hear that your first meeting with Elton went so well and that his clear explanations helped answer all your questions. We truly value your loyalty and confidence in our team — it’s always a pleasure supporting you on your financial journey. Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
Frequently asked questions about CCA Financial Planners
How is CCA Financial Planners rated?
CCA Financial Planners has a 4.9 star rating with 342 reviews.
When is CCA Financial Planners open?
CCA Financial Planners is closed now. It will open at 8:00 a.m.