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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. |
Marcello is always very clear and informative explaining everything precisely to me and very patient and helpful as well
Business response:
We are excited to read your wonderful feedback, Allison! Thank you so much for taking the time to share your experience with us and for the fantastic 5-star rating. It is truly heartwarming to hear that Marcello has been clear and informative, explaining everything precisely while also being patient and helpful. That is exactly the kind of experience we aim to provide for every client, and knowing that Marcello has made such a positive impression means a great deal to us. We will be sure to pass your kind words along to Ma... read more
Marcello was very clear and concise in the advice and guidance provided.
Business response:
Thanks so much for taking the time to share your experience, Vince and Connie! We are really pleased to hear that Marcello was clear and concise in the advice and guidance he provided. That is exactly the kind of experience we strive to deliver for every client. We appreciate your 4-star rating and are glad the visit was a positive one. Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Office: 8651 6555
Marcello is always very pleasant and lovely. I find he meets all our financial needs. Always ready to assist in any way possible, nothing is ever too much for him. Definitely recommend him and his company to anyone needing help with finances.
Business response:
We are delighted to read your wonderful feedback, Connie! Thank you so much for taking the time to share your experience and for giving us a 5-star rating. It is truly heartwarming to hear that Marcello has been pleasant and lovely to work with, and that he has been meeting all your financial needs. Knowing that nothing is ever too much for him and that he is always ready to assist in any way possible is exactly the standard we strive for at CCA Financial Planners. We are so proud to have him on our team. Your recommendati... read more
The question I needed answered was dealt with succinctly by Steve and I was satisfied with our conversation .
Business response:
We are absolutely thrilled to hear about your experience with us, Glennis! Thank you so much for taking the time to leave such a kind 5-star rating. It is wonderful to know that your question was dealt with succinctly and that you walked away satisfied with the conversation. That is exactly what we strive for, clear and helpful communication that truly addresses what our clients need. We appreciate your trust in CCA Financial Planners and look forward to being of assistance again whenever you need us. Cheers, Christopher ... read more
Ben was friendly, approachable and very informative on all aspects of our investments. The team was available for any follow up required and to answer all our questions.
Business response:
We are honored to read your wonderful feedback, Brendan! Thank you so much for taking the time to share your experience and for the generous 5-star rating. It is great to hear that Ben was friendly, approachable and very informative on all aspects of your investments. That is exactly the kind of service we strive to provide for every client. Knowing that our team was also available for any follow up required and to answer all your questions means a great deal to us. Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIAL PL... read more
Ben was friendly and informative. He explained aspects of my super so I could understand. It was helpful that he was used to working with ex teachers and their super.
Business response:
We are pleased to hear about your wonderful experience with Ben, Carolyn! Thank you so much for taking the time to share your feedback and for giving us a 5-star rating. It is great to know that Ben was friendly and informative throughout your appointment. Helping clients understand their super in a clear and approachable way is something we genuinely care about, so it is lovely to hear that came through for you. It is also wonderful that Ben's familiarity with working with ex teachers and their super made a real differenc... read more
Ben Holian and Dominic have been meticulous and informative in explaining the financial processes in the management of Joan Gould’s finances, The Aged Care costings and applying for the pension. Through meetings and phone calls they were patient, friendly & always spoke respectfully. The preparation and dispatching of financial documents is timely. I have every faith that they have my friend’s interest at heart. I look forward to Ben & Dominic of CCA Financial Planners to advise & manage Joan’s finances. Kind regards Reena C... read more
Very professional delivery of information. Not rushed and time to ask questions and think about the changes we are making.
Paul and Ray have been fantastic assisting us to get the most out of our finances. They have both kept us up to date every step of the way, and when we have had any questions or queries, they have been very happy to help us in a very timely manner. We couldn't be happier with the service and advice we have received and implicitly recommend both Paul and Ray.
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.