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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. |
Anjali provided excellent service during my recent Strategic Annual Review. She explained every aspect of the review material in a very clear and easy to understand manner. She provided me with all relevant and necessary information to enable me to make informed decisions affecting my portfolio with confidence. She answered all my queries and provided me with further options and assistance to help me achieve my financial goals.
Business response:
Thank you, Nola, for your glowing 5-star review! ⭐ We’re so pleased to hear that Anjali provided such excellent service during your Strategic Annual Review. It’s wonderful that she explained everything so clearly, gave you all the information needed to make confident decisions, and offered further options to help you achieve your financial goals. That level of care and support is exactly what we strive to deliver. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
Ben thoroughly explained the Statement of Advice and our future Superannuation payments. He reassured us that our future finances will be Ok.
Business response:
Thank you, Margaret, for your fantastic 5-star review! ⭐ We’re delighted to hear that Ben thoroughly explained your Statement of Advice and future superannuation payments. It’s wonderful to know he was able to give you the reassurance and confidence that your future finances will be secure. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
Ben fully explained the various details of our statement of advice, particularly future strategies.
Business response:
Thank you, Margaret, for your excellent 5-star review! ⭐ We’re so pleased to hear that Ben took the time to fully explain the details of your statement of advice, especially the future strategies. Clarity and confidence in planning ahead are so important, and it’s wonderful to know Ben provided that for you. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
Very helpful and informative advice. Appreciated your understanding and taking the time to formulate a positive path and direction moving forward
Business response:
Thank you, Neil, for your excellent 5-star review! ⭐ We’re so pleased to hear that you found the advice helpful and informative. It’s wonderful to know you appreciated the time taken to understand your needs and create a clear, positive path forward. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
We were very happy with the level of service provided by Marcello in the course of the review. He assisted us greatly in deciding the way forward.
Business response:
Thank you, Vince and Connie, for your wonderful 5-star review. We’re absolutely delighted to hear that Marcello’s support during your review made the process clear and helped you confidently decide the way forward. It’s always our goal to ensure you feel informed and supported every step of the way, and knowing we achieved that means a great deal to us. We truly appreciate you taking the time to share your experience and for allowing us to be part of your financial journey. Cheers Christopher Cachia / DipFp CERTIFIED FINANC... read more
Anjali has been my financial adviser for a number of years now. She always explains things in terms that I can more easily understand which I really appreciate. She is easy to talk to, friendly, very professional and very understanding. I always feel very comfortable dealing with her. If I ever have a concern she is only a phone call away and is only too happy to help.
Business response:
Thank you, Helen, for your glowing 5-star review! ⭐ It’s wonderful to hear how Anjali has supported you over the years with clear explanations and a caring, professional approach. We’re so pleased you feel comfortable and confident with her guidance, and that she’s always there to help when needed. That ongoing trust and relationship mean a great deal to us. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
We were very happy with the level of service provided by Marcello in the course of the review. He assisted us greatly in deciding the way forward.
Business response:
Thank you, Vince and Connie, for your fantastic 5-star review! ⭐ We’re so pleased to hear that Marcello provided you with such a high level of service during your review. It’s wonderful to know he was able to assist you greatly in deciding the best way forward with confidence. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
I was offered a more in depth session with Anjali to up date me on the recent changes. She was most generous with her time, patient with my questions & clear with her explanations. I came away feeling that I was indeed a valued client as well as my interests were seriously considered in a way that my intentions are being very well taken care of.
Business response:
Thank you so much, Frances, for your wonderful 5-star review. It’s fantastic to hear that Anjali provided you with such a generous, patient, and clear session to guide you through the recent changes. We’re so pleased you felt valued and confident that your interests are being well looked after — that’s exactly the experience we aim to provide every client. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771 Email: chris@ccafp.com.au
We have been with CCA for almost a decade now and what they have provided for us is truly life changing!! We have a Self Managed Super Fund which contains a property and also a shares portfolio. They have also set us up with a personal shares portfolio. This will allow us to retire when we choose and live comfortably in retirement. Thanks Team!!
Business response:
Thank you, Rod, for your incredible 5-star review and for trusting CCA for nearly a decade. It’s wonderful to hear how the strategies we’ve implemented together — from your Self Managed Super Fund with property and shares, to your personal portfolio — have set you up for the retirement you want, on your terms. We’re truly honoured to be part of your journey and thrilled to see the life-changing impact it’s having. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771 Email: chris@... 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 584 reviews.
When is CCA Financial Planners open?
CCA Financial Planners is closed now. It will open at 8:00 a.m.