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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. |
I had received an email from Marcello re annual review time. I phoned him and we had a discussion re my financial plan and I am fully aware of what is happening in the world today and understand how this can affect the plan. I am very happy to have Marcello as my financial adviser because he treats you with respect, is interested in you as a person and nothing seems too much trouble for him.
Business response:
Thank you so much, Margaret, for your 5-star review. We really appreciate your thoughtful feedback. I’m so pleased to hear that Marcello took the time to discuss your financial plan with you and helped you feel informed about how current events may affect it. It’s especially wonderful to know you feel respected, genuinely cared for, and well supported by Marcello as your financial adviser. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Always a pleasure to speak with Ben, this time on my IPad, although a few initial hiccups on my part he guided me through the hook up. He talked us through both Roger’s and my policies and possible changes. We also had a later call back from Ben to clarify a few things for us and to tell us our paperwork was on its way.
Business response:
Thank you so much, Del and Roger, for your 5-star review. We really appreciate your kind feedback. I’m so pleased to hear Ben was able to guide you through the iPad connection, talk you through both policies and possible changes, and then follow up later to clarify everything and let you know the paperwork was on its way. It’s wonderful to know you felt well supported throughout the process. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Well presented, made me feel comfortable and confident to have my affairs taken care of.
Business response:
Thank you so much, Daniela, for your 5-star review. We really appreciate your kind feedback. I’m so pleased to hear you found the meeting well presented and that it helped you feel comfortable and confident knowing your affairs are being taken care of. That’s exactly the reassurance and support we aim to provide. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Meeting with Elton went very well. It was a pleasure having the meeting with him. Was a pleasure.
Business response:
Thank you so much, Darrell, for your 5-star review. We really appreciate your kind feedback. I’m so pleased to hear your meeting with Elton went very well and that it was such a pleasure to meet with him. It’s wonderful to know you had a positive experience. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Ps: I hope you loved the book :)
A comprehensive consultation , after which, I felt confident in the planning of my portfolio . My consultant was both attentive , thorough ,and professional in our review.
Business response:
Thank you so much, Suzanne, for your 5-star review. We really appreciate your thoughtful feedback. I’m so pleased to hear Ben provided a comprehensive consultation and that you came away feeling confident in the planning of your portfolio. It’s wonderful to know he was attentive, thorough, and professional throughout your review. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Procedures / Changes were explained with clarity and patience and my questions were answered fully. I was thus able to accept advice given with confidence. I was assisted by Steve Perrett and Adye Douglas
Business response:
Thank you so much, Suzanne, for your 5-star review. We really appreciate your thoughtful feedback. I’m so pleased to hear that Steve Perrett and Ayde Douglas explained the procedures and changes with clarity and patience, and that all your questions were answered fully. It’s wonderful to know you felt confident in accepting the advice provided. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
We have been with CCA for a few years now and we couldn’t be happier. Just did our annual review with Elton and as usual he’s warm friendly and very professional. We are very happy and feel very secure in our retirement ever since we were referred to this wonderful company. Chris should be proud of the team they have built and Elton is a definite asset who is wonderful to deal with.
Business response:
Thank you so much, Elizabeth, for your 5-star review. We really appreciate your loyal support over the years. I’m so pleased to hear you continue to be happy with CCA and that your annual review with Elton was, once again, warm, friendly, and professional. It’s wonderful to know you feel secure in your retirement and so well looked after by the team. Chris truly appreciates your kind words, and we’re grateful to have Elton as such a valued part of CCA Financial Planners. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL... read more
Very good job! Thank you
Business response:
Thank you so much, Anthony, for your 5-star review. I really appreciate your kind words and support. It was a pleasure assisting you, and I’m so pleased to know you were happy with the service I provided. Your feedback means a great deal to me and to all of us at CCA Financial Planners. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Marcello provided me with a thorough assessment of my portfolio, strategies for consideration for the near and long term future. With many thanks
Business response:
Thank you so much, Lina, for your 5-star review. We really appreciate your thoughtful feedback. I’m so pleased to hear Marcello provided you with a thorough assessment of your portfolio and outlined strategies for both the near and longer term future. It’s wonderful to know you felt well supported and informed. 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 528 reviews.
When is CCA Financial Planners open?
CCA Financial Planners is open now. It will close at 8:00 p.m.