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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've had a very positive experience with CCA, specifically with Marcello. Over the years theres been some very positive success and great advice which is definitely heading me in the right direction.
For my first meeting with the consultant, it went well. The session was informative and stayed on point.
We have worked with Stephen Perrett as our financial advisor for over 10 +years, when Stephen joined CCA we chose to follow him as we trust him and rely on his advice in our retirement
Business response:
Thanks so much for the wonderful review, Brian ⭐️ It really means a lot to hear about your long-standing relationship with Stephen. Trust and continuity are so important, especially when it comes to retirement planning, and we’re grateful you chose to continue that journey with him here at CCA Financial Planners. We’re proud to support Stephen and clients like yourself with advice you can rely on over the long term. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Ben was very good at explaining what my options were when it comes to investments, shares etc. His ethics, tact, integrity and total honesty are very much appreciated by me.
Business response:
Thanks so much for the wonderful review, Susan ⭐️ We really appreciate you sharing your experience. It’s great to hear that Ben took the time to clearly explain your options around investments and shares, and that his ethics, tact, integrity and honesty stood out to you. Those qualities are incredibly important to us, and your feedback will mean a lot to Ben. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional The finest compliment we can receive is a referral from a valued client. Please don't ke... read more
Great promt service ,always a pleasure to deal with.
Business response:
Thanks so much for the lovely review, Margaret ⭐️ We really appreciate your kind words. It’s great to hear you’ve experienced prompt service and that it’s always a pleasure dealing with our team — that’s exactly what we strive for. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional The finest compliment we can receive is a referral from a valued client. Please don't keep us a secret.
Spoke too quickly as Paul is quite deaf. But it was a very good experience. Learnt a lot.
Business response:
Thanks so much for your review, Penny ⭐️ We really appreciate you sharing your experience and your thoughtful feedback. It’s great to hear that overall it was a very good experience and that you learned a lot. Your comments are valuable and help us continue to improve the way we communicate and support our clients. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional The finest compliment we can receive is a referral from a valued client. Please don't keep us a secret.
Did very well followed our wishes and it all went smoothly And was very prompt. Thank you
Business response:
Thanks so much for the lovely review, Janette ⭐️ We’re delighted to hear that everything went smoothly and that your wishes were followed closely, with prompt service throughout. Thank you for taking the time to share your experience — it’s truly appreciated. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional The finest compliment we can receive is a referral from a valued client. Please don't keep us a secret.
Great experience. Explained options very well. Gave us advantages and disadvantages well. Nice manner.
Business response:
Thanks so much for the great review, Adam ⭐️ We’re pleased to hear you had a great experience and that the options were explained clearly, including the advantages and disadvantages. It’s also lovely to know our team’s manner made the process comfortable and easy for you. Thanks again for taking the time to share your feedback. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional The finest compliment we can receive is a referral from a valued client. Please don't keep us a secret.
(I tried feedback by mobile phone but concerned it didn't send so 2nd try) Having Anjali visit was a very pleasant and valuable experience. Her friendly approach, clear explanations and willingness to listen were a feature of her visit. We particularly appreciated her interest in us as individuals. We felt it was a very worthwhile visit and are grateful for the time given to.
Business response:
Thanks so much for the wonderful review, Marilyn and Jim ⭐️ We’re delighted to hear that Anjali’s visit was such a pleasant and valuable experience for you both. Her friendly approach, clear explanations and genuine willingness to listen are qualities we value highly, and it’s lovely to know you felt she took a real interest in you as individuals. Thank you for your kind words and for taking the time to share your feedback. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional The finest compliment ... 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 445 reviews.
When is CCA Financial Planners open?
CCA Financial Planners is closed now. It will open tomorrow at 8:00 a.m.