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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. |
Today Ben/Drew great to catch up for review. Have been CCA long time and advice has been great and given us peace of mind going forward.Ā
Business response:
Thank you for taking the time to share your kind words, Wayne! We are so glad to hear that your review with Ben and Dhruv went well, and it's wonderful to know you've been with CCA for such a long time. Knowing that our advice has given you peace of mind going forward is exactly what we strive for, and your five-star rating truly means a lot to us. It's a pleasure to have you as a valued client, and we look forward to continuing to support you on your financial journey. Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIA...Ā read more
Anjali is always very helpful and patient. Explains things well. Feel very comfortable dealing with her.Ā
Business response:
Thank you for your wonderful 5-star review, David! It is genuinely lovely to hear such kind words about Anjali. Knowing that she has been helpful and patient, and that she explains things well, is exactly what we strive for. Most importantly, we are so pleased that you feel comfortable dealing with her. That sense of trust and ease really is at the heart of what we do. We will be sure to pass your kind feedback on to Anjali. She will be thrilled to know that her work is making a real difference to you. We truly appreciate...Ā read more
We were. Greeted by a very friendly and knowledgeable person. The Financial planner took the time to understand our needs and how our finances were sitting in trspect to current plans. We were very happy with her and the outcomes.Ā
Business response:
Thank you for your wonderful 5-star review, Cheryl and John! It is so great to hear that you were greeted warmly and that your Anjali took the time to truly understand your needs and where your finances stand in relation to your current plans. That kind of personalised attention is exactly what we strive to provide for every client who walks through our door. Laslty thank you for kind words in your Thank you Card and your lovely gift. That meant a lot to me . We are so pleased to hear that you were happy with her and the...Ā read more
It was a fruitful meeting with necessary explanations but I felt that my expressed desire to speak to Centrelink was thwarted. I want an explanation from them about what I should have done with the two accounts. My instincts to do this are strong. Otherwise, I found staff obliging and kind. Regards PamĀ
Business response:
Thank you for sharing your experience, Pam, and for taking the time to leave us a 3-star rating. We genuinely appreciate your honest feedback, as it gives us an opportunity to grow and improve. We are glad to hear that you found the meeting fruitful and that our staff were obliging and kind. That means a great deal to us. At the same time, we hear you clearly regarding your expressed desire to speak with Centrelink and your need for an explanation about the two accounts. We understand how important this is to you, and we w...Ā read more
Very helpful and informative šĀ
Business response:
We are happy to hear that you found our service very helpful and informative, Sue! That means a lot to us, and we are so glad your experience reflected that. Thank you for taking the time to share your feedback and for the wonderful 5-star rating. Knowing that we were able to provide you with the information and support you needed is exactly what we aim for. We look forward to continuing to assist you on your financial journey. Please do not hesitate to get in touch with us anytime. Cheers, Christopher Cachia / DipFp CERT...Ā read more
My husband and I feel confident and well informed with every financial review, in the capable hands of Marcello. Changes and processes are delivered with a thorough knowledge of the world market. Thank you always, MarcelloĀ
Business response:
Thank you for taking the time to share such a wonderful review, Rina! It is truly heartwarming to hear that you and your husband feel confident and well informed with every financial review. Knowing that you are in capable hands means a great deal to us, and it is clear that Marcello's thorough knowledge and dedication have made a real difference in your experience. We are proud to have a team that takes the time to walk clients through changes and processes with care and clarity. Your kind words will certainly be passed o...Ā read more
It was great meeting Anjali who is new member of the team at CCA. I was very pleased with the performance of my portfolio and advice given by Anjali. I would highly recommend CCA to anyone who is looking for a financial advisor to manage their superannuation account.Ā
Business response:
Thank you immensely, Ron, for your wonderful 5-star review! It truly means a lot to us. We are so glad to hear that your meeting with Anjali was a great experience. Anjali is indeed a valued new member of our team, and it is fantastic to know that her advice and the performance of your portfolio have left such a positive impression. We will be sure to pass on your kind words to her. We also really appreciate your recommendation to others who are looking for a financial advisor to manage their superannuation account. That k...Ā read more
I am EXTREMELY happy and satisfied with the support Dhruv provided from CCA Financial Planners.Ā
Business response:
We are ecstatic to hear that you are EXTREMELY happy and satisfied with the support you received from CCA Financial Planners! That genuinely means a lot to us. It is wonderful to know that Dhruv made such a positive impression. We are proud to have a team that truly cares about the people they work with, and your kind words will no doubt mean a great deal to him. Thank you so much for taking the time to share your experience and for your fantastic 5-star rating, G N. Feedback like yours reminds us why we do what we do. We...Ā read more
It was pleasure to meet Anjali, to-review my superannuation portfolio and reassured me that my financial goals are where they should be. I would highly recommend CCA for your personal financial needs .Ā
Business response:
We are thrilled to read your wonderful feedback, Mary! Thank you so much for taking the time to share your experience with us and for giving us a 5-star rating. It is great to hear that your meeting with Anjali was a pleasure, and that she was able to review your superannuation portfolio and reassure you that your financial goals are on track. That is exactly what we strive for, making sure our clients feel confident and supported on their financial journey. Your recommendation of CCA Financial Planners for personal financ...Ā 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 760 reviews.Ā
When is CCA Financial Planners open?
CCA Financial Planners is open now. It will close at 8:00 p.m.Ā