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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. |
Everything clearly explained. Friendly atmosphere. Good to be able to still go to Moonee Ponds.
Business response:
Thank you, Flora, for your **5-star review**! 🌟 It’s wonderful to hear that Paul explained everything clearly and created a friendly atmosphere. We’re also glad you appreciate still being able to visit us in Moonee Ponds—it’s great to know that convenience adds to your experience. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
Very informative about our needs, a thorough explanation of investment strategies was given, a personal approach, you felt they cared as individuals.
Business response:
Thank you, John, for your **5-star review**! 🌟 It’s great to hear that Anjali took the time to provide a thorough explanation of investment strategies while keeping your personal needs in focus. We’re delighted you felt cared for as individuals—that personal approach is something we value highly. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
Marcello has been very professional And concise with his information
Business response:
Thank you, Maree, for your **5-star review**! 🌟 It’s wonderful to hear that Marcello’s professional approach and clear, concise information made a positive impact. We’re so pleased you had such a great experience. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
Put me at ease thank you
Business response:
Thank you, Y. Ritchie, for your **5-star review**! 🌟 It’s great to hear that Marcello was able to put you at ease—his support and guidance clearly made the experience a positive one. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
I appreciate the patience given and clear explanations that were provided.
Business response:
Thank you, Cynthia, for your **5-star review**! 🌟 It’s wonderful to know that Steve’s patience and clear explanations helped make the experience easier for you. We’re so pleased his support left you feeling comfortable and informed. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
During my recent review. I truly appreciated the time and care you took in assessing my current financial situation and outlining a clear path toward my retirement goals. Your explanations were thorough and easy to understand, and I felt that the recommendations were well-tailored to my specific needs and timeline. Based on this experience, I would confidently recommend your services to others who are looking for knowledgeable and trustworthy guidance in planning for retirement. It’s reassuring to know I have an Advisor wh... read more
Business response:
Thank you so much, Cyndy, for your thoughtful 5-star review! 🌟 I truly appreciate your kind words and the trust you’ve placed in me. It’s wonderful to know you felt supported with clear, tailored advice that fits your goals and timeline. I’m grateful for your recommendation and look forward to continuing to help you work towards long-term financial security. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Anjali is a wonderful adviser. She is knowledgeable and patient, always willing to explain and sometimes simplify when I don't fully understand. She is warm and friendly and shows a genuine interest in doing what is best for me and my particular situation.
Business response:
Thank you, Jennifer, for your wonderful 5-star review! 🌟 It’s so pleasing to hear how well Anjali has supported you with her knowledge, patience, and genuine care. We’re delighted you feel confident and comfortable with the advice provided, and we truly value the trust you’ve placed in us. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
After our first meeting with Marcello we felt relaxed and well informed. Looking forward to ongoing support from the skilled team at CCA. Also we are very happy still to have Cini who has been so helpful on many occasions.
Business response:
Thank you so much Brendan and Alison for your glowing 5-star review! We’re absolutely delighted to hear that your first meeting with Marcello left you feeling relaxed and well informed. That initial sense of trust and clarity is something we deeply value, and Marcello takes great pride in making sure every client feels confident from the very beginning. It’s also wonderful to hear your appreciation for Cini — her dedication and helpfulness truly make a difference, and we’re thrilled she’s been able to support you on multip... read more
This was our first meeting with our new financial planner Steve. It was good to meet him. He was friendly, thorough and well prepared. Steve studied our portfolio and had some suggestions for our future direction, which we have accepted. He gave us conifence and we plan to meet again next year to follow up on a few suggestions. Many thanks.
Business response:
Thank you, John and Susan, for your fantastic 5-star review! 🌟 We’re so pleased to hear your first meeting with Steve was a positive experience. It’s wonderful that his preparation, friendly approach, and thoughtful suggestions gave you confidence moving forward. We truly value your trust and look forward to supporting you in the years ahead. 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 294 reviews.
When is CCA Financial Planners open?
CCA Financial Planners is open now. It will close at 8:00 p.m.