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CCA Financial Planners
- Finance
- Docklands, VIC
About this business
CCA Financial Planners is a name you can trust when it comes to providing financial advice, comprehensive research to compare current and discontinued life insurance policies, superannuation, pension funds and effective measures for income protection. As a financial planner since 1989, we have been doing this service for over 33 years now. You can be assured to get only the best strategy and advice for all your financial planning and insurance requirements.
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 comfortable and professional. Everything explained and easy to understand
Business response:
Thank you for sharing your positive experience with CCA Financial Planners. We're glad to hear that everything was explained clearly and professionally.
Sue and myself have entrusted our financial planning with Chis ,Terry and the team for the last 3 years while working and now in retirement and would highly recommend them as the most professional group of people we have ever dealt with on financial matters and have no hesitation In resigning CCA as our Financial Advisor Colin And Sue
Business response:
Dear Colin and Sue, Thank you so much for your kind words and the 5-star review! It has been an absolute pleasure working with you both over the past three years, and we are honored to have earned your trust throughout your financial journey into retirement. Your recommendation means the world to us, and we look forward to continuing to provide the professional service and care you deserve. Warm regards, Christopher Cachia CERTIFIED FINANCIAL PLANNER® Professional
Have been dealing with CCA for q5 plus years always very professional and friendly
Business response:
We're privileged to have been able to assist you for over 5 years. Thank you for your kind words and continued trust in CCA Financial Planners.
Marcello is fantastic to work with, he is so very helpful in all aspects, personally I would not change from CCA as they give you their utmost support . Thanks always Janice
Business response:
Dear Janice, Thank you so much for your wonderful 5-star review! It's always a pleasure to look after you, and we’re delighted to hear that Marcello has been so helpful. Your continued trust and support mean the world to us. Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER® Professional
Very happy with the service and information given .
Business response:
We are pleased to hear that you are very happy with the service and information given. Thank you for your feedback.
Chris, understands my risk profile and is on the front foot trying to maximise my returns in respect to areas that are not performing as expected whilst balancing risk and return. He has obtained new investment opportunities which hopefully increase my overall portfolio returns
Business response:
Thank you, David, for your kind words and for sharing your positive experience with our services! We're delighted to hear that our approach to understanding your risk profile and seeking new investment opportunities has been beneficial. Our goal is always to maximize returns while balancing risk, and we're thrilled to know you feel confident in our strategies. Your trust and satisfaction are our highest priorities. We look forward to continuing to support your financial journey. Cheers, Christopher Cachia, DipFp CERTIFIED F... read more
Everyone was kind and friendly, information provided by Chis Cachia on my portfolio was easily understood
Business response:
We're pleased to hear that you found our team kind and friendly. Thank you for taking the time to share your experience with CCA Financial Planners.
As always, timely and appropriate advice. Our needs are always a priority, Chris, Terry and the team are kind, supportive and always available to answer our queries, couldn’t ask for better!
Business response:
Thank you so much for your wonderful 5-star review! We're delighted to hear that our timely and appropriate advice has been helpful to you. Knowing that our team is kind, supportive, and always available to answer your queries is incredibly gratifying. We are committed to meeting and exceeding your expectations and look forward to continuing to support you in the years ahead. Your kind words mean the world to us. Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER® professional Mobile: 0418 360 771
Marcello is always very personable and happy to be patient and go through anything l ask of him
Business response:
Hi Allison, Thank you so much for your kind words and for taking the time to leave us a 5-star review! We truly appreciate your feedback. Marcello is delighted to hear that you find him personable and patient. We are committed to providing you with the best service possible and look forward to exceeding your expectations in the years ahead. If you have any questions or need further assistance, please don't hesitate to reach out. We're always here to help. Best regards, Christopher Cachia CCA Financial Planners Level... 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 103 reviews.
When is CCA Financial Planners open?
CCA Financial Planners is closed now. It will open tomorrow at 8:00 a.m.