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CCA Financial Planners

4.9

About this business

Location details

Level 15/401 Docklands Drive, Suite 19, Docklands, VIC, 3008, Australia

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WeekdayScheduleStatus
Mon8:00 a.m. to 8:00 p.m.
Tue8:00 a.m. to 8:00 p.m.
Wed8:00 a.m. to 8:00 p.m.
Thu8:00 a.m. to 8:00 p.m.
Fri8:00 a.m. to 8:00 p.m.
Sat8:00 a.m. to 8:00 p.m.
Sun8:00 a.m. to 8:00 p.m.
4.9685 reviews
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Tracy R.'s profile image
Tracy R. 
a month ago

You are continuing to to support me with sound advice. 

Business response:

Thank you for your wonderful feedback, Tracy! We are truly grateful for your 5-star rating. It means a great deal to know that we are continuing to support you with sound advice. That is exactly what we strive to do for each and every one of our clients, and hearing that it is making a difference is incredibly rewarding. We look forward to continuing to be there for you every step of the way. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Office: 8651 6555 

Santo M.'s profile image
Santo M. 
a month ago

Marcello was very professional and gave me a great insight and clarity moving forward. 

Business response:

Thank you immensely for taking the time to share your experience, Santo, and for the wonderful 5-star rating! It is great to hear that Marcello was professional and able to provide you with great insight and clarity moving forward. That is exactly what we strive for, and it is always rewarding to know when our team is making a real difference for the people we work with. We truly appreciate your kind words and look forward to continuing to support you on your financial journey. Cheers, Christopher Cachia / DipFp CERTIFIED... read more

Sarah w.'s profile image
Sarah w. 
a month ago

My meeting with Stephen today was extremely informative. I had a few questions, which he answered very well , putting me at ease. Heading towards retirement with the thought of no weekly wage is daunting, but his kindness and reassurance and careful explanation really settled any concerns I had. I left feeling very confident in my future. Wonderful service as always 

Business response:

We are overjoyed to read your wonderful review, Sarah, and we are so grateful you took the time to share your experience with us! It is truly heartwarming to hear that your meeting with Stephen was extremely informative and that he was able to put you at ease. We completely understand that heading towards retirement with the thought of no weekly wage can feel daunting, and we are so pleased that Stephen's kindness, reassurance, and careful explanation helped to settle any concerns you had. Leaving you feeling very confident... read more

Lynette F.'s profile image
Lynette F. 
a month ago

I had an appointment today on team viewer regarding my Superannuation account. This appointment was with Elton. Elton is excellent with information and his knowledge of my Superannuation Pension account 

Business response:

Thank you for sharing your experience with us, Lynette! We are so pleased to hear that your appointment regarding your Superannuation Pension account went so well. It is wonderful to know that Elton's knowledge and ability to provide clear, helpful information made such a positive impression on you. We are proud to have him as part of our team, and your kind words will mean a great deal to him. A 5-star rating truly means a lot to us, and we are grateful that you took the time to share your feedback. We look forward to con... read more

Anthony W.'s profile image
Anthony W. 
a month ago

The welcoming and presentation of my portfolio was excellent, empathy towards my situation was excellent and very happy my investments still exceeding expectations. 

Business response:

Thank you for sharing such a wonderful review, Anthony! We are absolutely thrilled to hear that your experience with us was such a positive one. It is genuinely rewarding to know that the presentation of your portfolio met your expectations and that you felt the empathy and care that we strive to bring to every client relationship. Understanding your unique situation is so important to us, and we are glad that came through clearly. Most of all, hearing that your investments continue to exceed expectations is fantastic news... read more

Paul C.'s profile image
Paul C. 
a month ago

Happy with the current growth and dividends. 

Business response:

We sincerely value your wonderful feedback, Paul, and we are so pleased to hear that you are happy with the current growth and dividends. That is truly great to know! Seeing our clients feeling positive about their financial journey is what drives us every day. We appreciate you taking the time to share your experience and for giving us a 5-star rating. It means a great deal to the whole team. Thank you for trusting us with your financial planning. We look forward to continuing to support you on this journey. Cheers, Chri... read more

Lorraine D.'s profile image
Lorraine D. 
a month ago

Great 😃😊🙂🌞🌟 

Business response:

Thank you for sharing your wonderful rating, Lorraine! A 5-star review truly means a lot to us, and we are so glad to hear that your experience with CCA Financial Planners has been a great one. Your kind words are a real encouragement to our team, and we are grateful for the time you took to share your feedback. It is always wonderful to know that we are making a positive difference for our clients. We look forward to continuing to support you on your financial journey. Cheers, Christopher Cachia / DipFp CERTIFIED FINANCI... read more

Robert P.'s profile image
Robert P. 
a month ago

Everything was explained to our satisfaction 

Business response:

Your positive feedback means a great deal to us, Robert! Thank you so much for taking the time to share your experience and for the wonderful 5-star rating. Knowing that everything was explained to your satisfaction is truly rewarding to hear. At CCA Financial Planners, our goal is always to make sure our clients feel informed, comfortable, and confident every step of the way. It is wonderful to know we achieved that for you. We appreciate your trust in us and look forward to continuing to support you on your financial jou... read more

Mark R.'s profile image
Mark R. 
a month ago

Marcello ,has always been available to talk and explain all range off things to me , regarding my superannuation and financial advice. Very pleased to have Marcello helping out with my finances. Mark Robinson 

Business response:

We are glad to hear about your wonderful experience with us, Mark! Thank you so much for taking the time to share your feedback and for the fantastic 5-star rating. It truly means a lot to us. It is great to hear that Marcello has always been available to talk and explain a wide range of things to you regarding your superannuation and financial advice. Being accessible and clear in our communication is something we genuinely care about, so knowing that has made a real difference to you is very rewarding to hear. We are so... 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 685 reviews. 

When is CCA Financial Planners open?

CCA Financial Planners is closed now. It will open at 8:00 a.m.Â