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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. |
It was great talking n bringing me up to speed with the changes which gad occurred since my previous appointment Explained it clearly with an changes I chose to make Afterwards and as able to complete some jobs which had been waiting to be done
Business response:
Thanks so much for the great review, Patricia ⭐️ We really appreciate you taking the time to share your experience. It’s lovely to hear that the discussion helped bring you up to speed with the changes since your previous appointment, and that everything was explained clearly. We’re also pleased you were able to make your chosen updates and get those outstanding jobs completed — that’s a great outcome. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional The finest compliment we can receive is a re... read more
Information was provided clearly. My options for the future were thoroughly explained.
Business response:
Thanks so much for the lovely review, Ann ⭐️ We’re pleased to hear that the information was provided clearly and that your options for the future were thoroughly explained. Thank you for taking the time to share your feedback — it’s greatly 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.
Dealing with Ben instils confidence and trust. He explains complex matters clearly and with patience. I look forward to continuing working with him.
Business response:
Thanks so much for the wonderful review, Vicki ⭐️ It’s great to hear that working with Ben has instilled confidence and trust. His ability to explain complex matters clearly and patiently is something we value highly, and we’re pleased you’re looking forward to continuing the relationship. We really appreciate you 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 ... read more
Flora, has been amazing in her contact, ie Communication, always consistent, efficient, engaging and always so helpful , Always, friendly, sends emails and follows up, She is a great asset to the organisation as well as Tiffania, Tiffiana, also has been amazing with correspondence and efficient with everything she has helped with recently All the best to them and the team for a good 2026
Business response:
Thanks so much for the wonderful review, Georgina ⭐️ We really appreciate you taking the time to share such thoughtful feedback. It’s fantastic to hear how consistently helpful, friendly and engaging Flora has been, and how much you’ve valued her communication and follow-ups. We’re also pleased to hear your positive experience with Tiffania and her efficiency with recent correspondence. They’re both valued members of our team, and your kind words will mean a great deal to them. Thank you for the well wishes, and all the ve... read more
All good. Elton is very informative, and patient with my ramblings. Again, very happy with the service provided by CCA and will recommend CCA to anybody who asks.
Business response:
Thanks so much for the great review, Peter ⭐️ We’re really pleased to hear you’re very happy with the service and that Elton’s informative and patient approach made the experience a positive one. Your recommendation of CCA means a lot to us, and we truly appreciate you 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.
Friendly helpful and clear
Business response:
Thanks so much for the lovely review, Susan ⭐️ We’re pleased to hear you found Anjali friendly, helpful and clear in her approach. Thank you for taking the time to share your feedback — it’s greatly appreciated and we’ll be sure to pass on your kind words to her. 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.
Dhruv was very patient with me and guided me through a process for payment. He is always helpful and very patient whenever I have had a query or problem. Each time the query or problem has been resolved with a minimum of fuss. Well done
Business response:
Thanks so much for the great review, Rex ⭐️ We really appreciate you taking the time to share your experience. It’s wonderful to hear that Dhruv has been consistently patient and helpful, and that he’s been able to guide you through processes smoothly while resolving any queries with minimal fuss. Your kind words will certainly be passed on to him. 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 sec... read more
Advice from Chris, of CCA is excellent as I have very little expertise in this field. My other contact there is Terry who is also very knowledgeable and also advises me also. Other staff there I have met on my annual meetings have been very nice and accommodating to me for my meetings. I am very happy 😊 with advice and results with my portfolio, thanks. Lester 😃
Business response:
Hi Lester, Thank you so much for the ⭐⭐⭐⭐⭐ rating and for taking the time to share such a generous review. I truly appreciate your kind words and I’m glad to hear that the advice has helped give you confidence, especially in an area you felt less experienced in. It’s also wonderful to hear your positive feedback about Terry and the wider CCA team — we’re fortunate to have such a knowledgeable and caring group, and I’m pleased your annual meetings have always been comfortable and accommodating. Knowing you’re happy with bot... read more
I am happy with the financial advice and counsel Marcello has provided and his discipline in ensuring contingency strategies for adverse future developments e.g. corrections due. I appreciate the research infrastructure and professional institutional depth that CCA Financial Planners has for its staff like Marcello R.
Business response:
Hi Francesco, Thank you very much for the ⭐⭐⭐⭐⭐ rating and for sharing your considered feedback. We’re delighted to hear that you’re happy with the financial advice and counsel Marcello has provided, particularly his disciplined approach to contingency planning and preparation for potential market corrections. It’s also great to know you value the research capability and professional depth that supports our advisers. That infrastructure is a key part of how we help our clients make well-informed decisions with confidence. ... 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.