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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 would like to thank Marcello for his time today. He explained everything very well. Very happy with his service.
Business response:
Thank you so much, Liz, for your thoughtful 5-star review! We're delighted to hear that Marcello took the time to explain everything clearly and that you're happy with the service provided. It's always our goal to ensure our clients feel confident and supported in their financial journey. Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Email: chris@ccafp.com.au 👉 https://www.ccafp.com.au “The finest compliment we can receive is a referral from a valued client. Please don't keep us a secret.”
Marcello explained the plan clearly and answered all my questions. Thak you for your patience
Business response:
Thank you so much, Bernice, for your kind words and for taking the time to leave a 5-star review! We're thrilled to hear that Marcello was able to clearly explain your plan and answer all your questions with patience. Providing clarity and support is what we strive for, and it's wonderful to know you felt well taken care of. Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Email: chris@ccafp.com.au 👉 https://www.ccafp.com.au “The finest compliment we can receive is a referral from a valued cli... read more
Steve listened to how I felt about my finances and advised accordingly. I feel as though I could trust what he says.
Business response:
Thank you, Dianne, for your 5-star review. It’s wonderful to hear that Steve took the time to listen to your concerns and provided advice you can trust. We’re so pleased you feel confident and supported in your financial journey with us. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
Steve explained everything clearly and gave us the confidence to continue with him as our financial adviser after the move from Bank First.
Business response:
Thank you, Annette and Lindsay, for your 5-star review. We’re so pleased to hear that Steve explained everything clearly and gave you the confidence to continue with him as your adviser following the move from Bank First. Your trust means a lot to us, and we look forward to supporting you both into the future. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
Ben has always been clear and informative. This week was no exception.
Business response:
Thank you, Glenda, for your 5-star review. It’s wonderful to hear that Ben continues to be clear and informative, and that your recent meeting was no exception. We truly value your ongoing trust and support. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
I was very impressed with Elton’s comprehensive delivery & financial strategy advice today & am looking forward to continuing my association with him & CCA in the future.
Business response:
Thank you, Carol, for your 5-star review. We’re delighted to hear that you were impressed with Elton’s comprehensive delivery and financial strategy advice. It’s great to know you’re looking forward to continuing your association with Elton and our team at CCA. We truly appreciate your trust and confidence. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
Elton was patient and explained things well. He was happy to explain things in a variety of ways to ensure we were clear about what was being discussed. We are happy with the product offered and the ongoing support.
Business response:
Thank you so much, Jane, for your wonderful 5-star review! ⭐ We’re thrilled to hear that Elton’s patience and clear explanations helped make everything clear and comfortable for you. It’s great to know you’re happy with the product and ongoing support — that’s exactly what we strive for. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
Marcello continues to explain procedures and processes thoroughly to ensure we have gained a comprehensive understanding of the portfolio. He is most personable and respectful so we have entrusted him with our future needs and finances with the knowledge that he is providing us with a quality service. Thank you , Marcello.
Business response:
Thank you so much, Rina, for your wonderful 5-star review! ⭐ We’re delighted to hear that Marcello has taken the time to explain everything thoroughly and clearly, ensuring you feel confident and well-informed about your portfolio. It’s also lovely to know his personable and respectful approach has built such trust with you — that means a great deal to us. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
Ben Holian has been our advisor for many years and has always explained our finances clearly. Our Super fund has grown beyond expectations and we are grateful for his sage advice. We have often mentioned the wonderful service we have received through Ben and the Bankfirst staff and now through CCA. It is a pleasure to be able to speak to a person at CCA and have oir requirements delt with so promptly.
Business response:
Thank you so much, Elizabeth, for your glowing 5-star review! ⭐ We’re thrilled to hear how Ben has supported you over the years with clear explanations and wise advice, and it’s wonderful that your Super fund has grown beyond expectations. Your kind words about the service you’ve received both with Ben and our team at CCA mean a great deal to us. We’re so pleased you feel well looked after and that your needs are dealt with promptly — that’s exactly the experience we aim to provide. Cheers Christopher Cachia / DipFp CERTIFI... 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 294 reviews.
When is CCA Financial Planners open?
CCA Financial Planners is open now. It will close at 8:00 p.m.