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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. |
Marcello is always a pleasure during our annual review, organised, efficient and explains everything very well. Marcello also provides guidance on the things we should be doing to ensure the best possible returns and takes action on our behalf which is greatly appreciated. We feel that we can trust the relationship and guidance provided by Marcello and CCAP.
Business response:
Hi Julia, Thank you so much for your wonderful 5-star review. It’s great to hear Marcello’s organisation, clear explanations, and personalised guidance are helping you feel confident about your financial decisions. You are truly a delight to deal with, and we look forward to continuing our work with you and supporting your financial planning needs. Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER® professional Mobile: 0418 360 771 | Email: chris@ccafp.com.au
If it weren’t for Chris and his team my wife and I would not have the money to retire comfortability I like to thank Chris personally, because he treats you like family Cheers Charlie and Rita
Business response:
Dear Charlie and Rita, I can’t thank you enough for your kind words and thoughtful review. It’s been an absolute privilege to not only look after you both but also to build such a wonderful friendship over time. Helping you achieve a retirement that’s both comfortable and confident has been incredibly rewarding, and it means the world to me to see you both enjoying this next chapter. A huge thank you for your amazing 5-star review! Your trust, support, and warmth have made working together an absolute pleasure. I feel ... read more
Investing is a minefield and Chris guides us through ,looking after us on our retirement plans
Business response:
Dear Geoff, Thank you so much for your kind words and for sharing your experience. It has been an absolute pleasure to guide you through your investments and provide clarity and confidence in your retirement planning. Helping our clients achieve peace of mind for their future is truly rewarding, and your feedback means a great deal to us. If there's ever anything more we can assist with, please don't hesitate to reach out. Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER® professional
Well prepared, as always. Good discussion and explanation of some adjustments to my fund and what the next 12 months will likely look like.
Business response:
Thank you, Kim, for your thoughtful and kind words. It’s been an absolute delight to assist you with your financial planning and provide the confidence to meet your retirement goals. Your trust in us means so much, and we look forward to continuing to support you in the years ahead. Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Absolutely thrilled with my meeting with Chris. From the time you arrive to the time you leave you are treated with the utmost professionalism, such a caring, friendly and honest approach. Everything was explained so clearly to make sure that I understood, and that questions were welcomed. So nice to leave a meeting knowing you are dealing with experts that care so much and that they are looking after your best interests. I would highly recommend Chris to anyone that wants the best!
Business response:
Thank you so much for your kind and thoughtful review. We are truly humbled and grateful for your generous words. Knowing that you felt cared for and understood during your meeting with Chris means the world to us. Both Chris and Cigi, as well as our entire team at CCA Financial Planners, are deeply committed to providing a professional yet approachable experience for every client. Your recognition of this effort reaffirms why we do what we do. It’s incredibly rewarding to hear that you left the meeting with clarity and co... read more
Professional and friendly service , able to understand information provided , advised of options I may wish to consider.
Business response:
Thank you immensely for your positive feedback, Robyn. We are glad to hear that you found our service professional and friendly.
Marcello was attentive to our needs. Went out of his way to guide us in the best possible way. Great customer service. Will definitely recommend him to ours.
Business response:
We genuinely admire your positive feedback, Connie. Thank you for recommending Marcello's great customer service.
CCA have been very good managers of my superannuation account and all my other finances. Choosing CCA has been the best financial decision I have ever made. They explain my portfolio in detail and easey to understand way. It is always a pleasure to have my annual meeting with CCA . Thank you Marcello and Chris.
Business response:
Your review is appreciated. We are excited to hear that CCA Financial Planners have been managing your finances well. Thank you for sharing your experience.
Marcello is wonderful!
Business response:
We're honored to hear that Marcello is wonderful!
Frequently asked questions about CCA Financial Planners
How is CCA Financial Planners rated?
CCA Financial Planners has a 4.9 star rating with 119 reviews.
When is CCA Financial Planners open?
CCA Financial Planners is open now. It will close at 8:00 p.m.