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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. |
Paul is always prompt in answering any queries and requests. I find him knowledgeable snd helpful in his addistance
Business response:
Thank you, Kiri, for your fantastic 5-star review! 🌟 We’re so glad to hear that Paul has been prompt, knowledgeable, and helpful in assisting with your queries and requests. Your kind words and trust mean a great deal to us. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Annalise explained our options well.
Business response:
Thank you, Margaret, for your 4-star review! ⭐ We’re glad to hear Annalise explained your options clearly. Your feedback is very much appreciated, and it gives us the opportunity to keep improving while continuing to provide you with helpful guidance. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
We first met Chris 15 years ago He was so helpful then, made you feel at ease, spot on with his knowledge and advice and we never looked back 15 years on we are thrilled with the service and expertise, we wouldn’t dream of going to anyone else
Business response:
Thank you so much, Cheryl, for your amazing 5-star review! 🌟 It means a great deal to me personally that you’ve trusted me for the past 15 years. I’m so pleased to hear that my advice and support have made a lasting difference for you, and I’m truly grateful for your loyalty and kind words. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Anjali was very informative and kept us up to date with what was happening with our investment. Her suggestions about our portfolio were very clear and easy to follow. It made sense to agree with what her suggestions were and made it clear what the timeline would be on what we have agreed to. Very welcoming and friendly.
Business response:
Thank you, Neil, for your fantastic 5-star review! 🌟 We’re so pleased to hear that Anjali’s clear guidance and friendly approach gave you confidence in the decisions around your portfolio. It’s wonderful to know you felt well-informed and supported throughout the process. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Highly recommend Chris and the team at CCA financial services for the service they provide In managing my superannuation. The advice they provide puts my mind at ease, had a great annual review with Chris and looking forward to our next review, Great catching up with the team at CCA.
Business response:
Thank you, Mary, for your wonderful 5-star review! 🌟 I’m so pleased to hear you had a great annual review and that our advice gives you peace of mind with your superannuation. It was lovely catching up, and I look forward to continuing to support you into the future. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Great to speak with Ben again he was helpful and patient with me and my husband.
Business response:
Thank you so much, Patricia, for your 4-star review. We’re delighted to hear that Ben was helpful and patient with both you and your husband. Your feedback means a lot to us, and we truly appreciate you taking the time to share your experience. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
Elton you are very warm and engaging. Your financial knowledge is excellent and as a result we have a very good understanding of our financial situation
Business response:
Thank you, John, for your wonderful 5-star review. We’re so pleased to hear that Elton’s warmth, engaging approach, and financial knowledge have helped you gain a clear understanding of your financial situation. Your feedback is greatly appreciated. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
Anjali was very informative and answered all questions. She was very thorough and explained everything so I could understand. I have complete trust in her and feel I am In good hands. I looking forward to our next meeting. Thank you for your guidance and support Sharon Higgins
Business response:
Thank you, Sharon, for your glowing 5-star review. It’s wonderful to hear that Anjali was informative, thorough, and took the time to explain everything clearly. We’re so pleased you feel confident and supported, and we look forward to continuing to assist you in the future. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
Very well however my concentration span is around 20 minutes. My accountancy literacy is limited and I found the going difficult after a time.
Business response:
Thank you for your 3-star review and for sharing your experience with us. We truly value your honesty, as it helps us understand where we can improve. We’ll continue working on making things clearer and easier to follow so discussions remain comfortable and accessible for you. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
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.