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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. |
Very informative. Took time to explain everything in detail . Answered all our queries honestly and gave us peace of mind. We really appreciated Chris coming to our house for this meeting. He used an excellent personal approach,putting himself in our position. Thank you
Business response:
Thank you, Lois, for your wonderful 5-star review. I’m so pleased to hear you found our meeting informative and that I could answer all your questions honestly, giving you peace of mind. It was a pleasure to come to your home and provide a personal approach tailored to your situation. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
I felt very satisfied that I was listened to and suitably questioned so that all necessary information to make future decisions were in the open. Future directions were well explained with all my questions answered. Thank you.
Business response:
Thank you so much, Maureen, for your thoughtful 5-star review! Great to hear Marcello looked after you and listened to you. I'm truly pleased you felt supported and that everything was clearly explained. It’s so important to us that your future planning is well-informed and your questions are fully answered. Looking forward to continuing to help you work towards your financial goals. Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Marcello spoke in a friendly and patient manner. Very knowledgeable and understanding with a better understanding of my individual needs. I feel very confident with the advice given. Thanks Marcello.
Business response:
Thank you, Bernice, for your wonderful 5-star review! I'm so pleased to hear Marcello was friendly, patient, and took the time to truly understand your individual needs. It's great that you feel confident with the advice given — that’s exactly the kind of experience we aim to provide. We appreciate your kind words and look forward to supporting you on your financial journey. Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Excellent kt
Business response:
★★★★★ Thank you, Ron, for your fantastic 5-star review! We're thrilled to hear you had an excellent experience with Marcello. He truly is a valued part of our team, and it's great to know his support made a positive impact. We appreciate your kind words! Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Steve was very well-prepared and explained everything very clearly. He provided us with a number of options and have reasons for his particular recommendation, which we accepted.
Business response:
Thank you, Bryan, for your great 5-star review! I'm so pleased to hear Steve was well-prepared and clear in his explanations. It’s great that he could present a range of options and guide you confidently toward the right recommendation. We appreciate your trust and look forward to supporting you further. Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Steve clearly explained the adjustments in our superannuation that he recommended, so we understood the benefits. He outlined some possible changes to be considered over the next few years. Steve patiently answered our queries and was understanding of our preference to receive hard copies of paperwork that needed to be signed.
Business response:
Thank you, Geraldine, for your thoughtful 5-star review! It’s wonderful to hear that Steve took the time to clearly explain your superannuation adjustments and outline future considerations. I'm especially pleased he was patient and respectful of your preferences, ensuring everything was communicated in a way that suited you. We truly appreciate your kind words and trust. Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Anjali Sharma has been incredibly helpful sorting out our finances as well as providing us with immediate assistance on several difficult occasions. She is professional and committed to providing us with detailed information and explanations in a friendly and compassionate manner. We love her.
Business response:
Thank you, Margaret, for your beautiful 5-star review! I’m so glad to hear how incredibly helpful Anjali has been—especially during challenging moments. Her professionalism, compassion, and commitment to supporting you shine through, and it means a lot to know how much you value her care. And I couldn’t agree more—we love Anjali too! She’s a genuinely caring person and a wonderful part of our team. Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Information I needed to make on going decision's in my retirement financial matters. Clear and factual.
Business response:
Thank you, Annette, for your fantastic 5-star review. We’re so pleased to hear that you received the clear and factual information you needed to make ongoing decisions about your retirement financial matters. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
The pre meeting information enabled me to prepare & focus. Steve Perrett understood my needs and provided a range of options for me to consider for improved development of my ongoing investment in superannuation . My meeting with Steve was a genuine two way discussion . A good first experience with CCAFP.
Business response:
★★★★★ Thank you so much, Philip, for your thoughtful 5-star review! We’re delighted to hear that your first experience with CCA Financial Planners was a positive one. It’s great to know the pre-meeting information helped you feel prepared and focused, and that Steve Perrett took the time to understand your needs and guide you through the available options. We’re especially pleased that the meeting felt like a genuine two-way conversation — that’s exactly the kind of service we aim to provide. We look forward to supporting ... 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.