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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. |
Thanks Xavier for your professional advice helping us to set up our finances for retirement Always friendly, knowledgeable and ready to answer all our questions. Couldn’t recommend CCA highly enough. Kerri and Rod
Business response:
Hi Kerri and Rod, Thank you both for your wonderful 5-star review. It’s fantastic to hear that Xavier’s professional advice has helped you feel well prepared as you move toward retirement. Knowing he was friendly, knowledgeable, and ready to answer all your questions is exactly the experience we hope to provide. We truly appreciate your confidence in CCA and your generous recommendation — it means a great deal to us. And remember, the finest compliment we can receive is a referral from a valued client – please don’t keep ... read more
A very clear analysis of the situation and how our funds are progressing. Ckear and patient understanding of our situation and v g suggestions as how to proceed. Confident in her knowledge of the products and wanting to do the best for us..excellent..
Business response:
Hi Trevor, Thank you so much for your wonderful 5-star review. I’m really pleased to hear that Anjali provided a clear and patient analysis of your situation, along with helpful suggestions on how to move forward. It’s great to know you feel confident in her knowledge and that her commitment to doing the best for you came through strongly. If there’s ever anything more you need, we’re always here to support you. And remember, the finest compliment we can receive is a referral from a valued client – please don’t keep us a s... read more
Very helpful for someone like me with little financial experience. Has given me confidence.
Business response:
Hi Jason, Thank you for your wonderful 5-star review. I’m really glad to hear that the support you received has been helpful, especially as someone with limited financial experience. Knowing it’s given you confidence is exactly the outcome we hope for. If you ever have more questions or need further guidance, we’re always here to help. And remember, the finest compliment we can receive is a referral from a valued client – please don’t keep us a secret! Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® profes... read more
CCA financial advisers are a great and proffetional team. I feel privileged to have Marcello Chris and the CCA team looking after my super. Happy to recommend them to anyone anytime.
Business response:
Hi Nicholas, Thank you so much for your wonderful 5-star review. It’s fantastic to hear that you feel confident and well looked after by Marcello, myself (Chris), and the whole CCA team. We truly appreciate your kind words and your willingness to recommend us — that means a great deal. If you ever need anything or have questions along the way, we’re always here to support you. And remember, the finest compliment we can receive is a referral from a valued client – please don’t keep us a secret! Cheers Christopher Cachia / ... read more
We have now been with CCA Financial Advisers for a number of years now and are very happy with the service and advice provided. We believe they work in the best interests for their clients/customers. Working in such a complex industry they explain the details so that you are able to understand and make the right decisions for yourself. Staff are very pleasant and professional and respond to any queries you may have regarding your accounts.
Business response:
Hi Robyn, Thank you so much for your wonderful 5-star review. It’s truly appreciated to hear that after several years with us, you continue to feel happy with the service and advice provided. Knowing you feel we work in your best interests and make complex matters easier to understand means a lot — clarity and trust are exactly what we strive for. I’m also pleased to hear that our team has been pleasant, professional, and responsive to your queries. Your confidence in us is something we value greatly. If you ever need any... read more
Many thanks for the helpful advice and immediate response to our needs during the year. We appreciate his review of our current status at the meeting and easy to understand advice on what best suits us for the next financial year. Very knowledgeable of our file which inspires confidence and trust.
Business response:
Hi Patrizzia, Thank you so much for your wonderful 5-star review. I’m really pleased to hear that the advice and timely support you received throughout the year have been helpful. It’s great to know that the review of your current situation, along with clear guidance for the next financial year, has given you confidence and trust — that’s exactly what we aim to provide. If there’s ever anything more you need, we’re always here to assist. And remember, the finest compliment we can receive is a referral from a valued client ... read more
Reassuring, new possibility effectively explained and as always ready to listen.
Business response:
Hi Merilyn, Thank you so much for your wonderful 5-star review. It’s great to hear that you felt reassured and that the new possibilities were explained clearly. Paul will be very pleased to know that his willingness to listen and support continues to make a positive difference for you. If you ever need anything further, we’re always here to help. And remember, the finest compliment we can receive is a referral from a valued client – please don’t keep us a secret! Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLAN... read more
Good overall experience Anjil is obviously very knowledgeable about her expertise A lot of information to take in in the session, I took notes and will need to take time to reflect on the process
Business response:
Hi Johann, Thank you for your wonderful 5-star review. I’m really pleased to hear that you had a good overall experience and felt confident in Anjali’s knowledge and expertise. It’s completely understandable that there was a lot of information to absorb — taking notes and giving yourself time to reflect is a great approach. If you ever have follow-up questions or need further clarification, we’re always here to support you. And remember, the finest compliment we can receive is a referral from a valued client – please don’t... read more
They did what I wanted it was good no stuffing around.
Business response:
Hi Nick, Thank you for your great 5-star review. I’m glad to hear everything was handled the way you wanted — straightforward and without any fuss. Marcello will be pleased to know his approach made things smooth and efficient for you. If there’s ever anything more you need, we’re always here to help. And remember, the finest compliment we can receive is a referral from a valued client – please don’t keep us a secret! Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional CCA Financial Planners – hel... 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 388 reviews.
When is CCA Financial Planners open?
CCA Financial Planners is closed now. It will open at 8:00 a.m.