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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. |
Elton is a good financial communicator. He is patient and thorough and ensures that we are comfortable with what is proposed/ discussed before moving on. We have appreciated timely communication along the way. We are confident to have him advising us.
Business response:
Thank you, Brian, for your 5-star review. It’s great to hear that you’ve had such a positive experience with Elton and that his clear communication and patience have helped you feel comfortable throughout the process. We’re delighted that you have confidence in his advice and appreciate your kind words. Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
Everyone at the firm is fantastic from my initial interactions with Chris to now Marcello —my queries are always answered promptly, and the team is polite. Truly appreciate the experience, competency, and personal attention I have received thus far.
Business response:
Thank you, Tom, for your wonderful 5-star review. It’s great to hear that you’ve had such a positive experience with both Marcello and myself, and that our team’s responsiveness and personal approach have stood out to you. We truly appreciate your kind words and look forward to continuing to support your financial journey. Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
It was our first meeting with Elton and he was very thorough and explained clearly all our questions. We have been with and been extremely happy with CCA for more than 10 years now. We trust you with our finances. Thank you Chris and team.
Business response:
Thank you so much for your wonderful feedback and for your continued trust in CCA over the past 10 years. It’s fantastic to hear that your first meeting with Elton went so well and that his clear explanations helped answer all your questions. We truly value your loyalty and confidence in our team — it’s always a pleasure supporting you on your financial journey. Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
Marcello ,is very good in the way he explains things and makes sure I understand exactly what we are doing with my fund. Very happy with Marcello
Business response:
Thank you, Mark, for your 5-star review. It’s great to hear that Marcello has taken the time to clearly explain everything and ensure you feel confident about your fund. We’re delighted that you’re happy with the service and appreciate your kind feedback. Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
Thank you to CCA Financial Planners for directing us towards our future goals. It is wonderful to have your trust and support, cetainly means a lot to us. The team are absolutely amazing to work with throughout the set up of all our accounts. Chris, Terry, Flora and Adye, couldnt ask for nicer people to deal with and huge thank you for all the patience and help understanding our goals. Will certainly recommend this company in the future.
Business response:
Thank you, Sue and Michael, for your wonderful 5-star review! 🌟 Both my team and I have thoroughly enjoyed working with you and helping you work toward your future goals. It’s great to hear that Terry, Flora, and Adye made the process clear and enjoyable along the way. We truly appreciate your trust and your kind recommendation. Cheers, Christopher Cachia / DipFp
Very helpful and quick.
Business response:
Thank you, Shona, for your lovely 5-star review! 🌟 It’s great to hear that Paul was able to assist you promptly and helpfully. We truly appreciate you taking the time to share your feedback and your confidence in our team. Cheers, Christopher Cachia / DipFp
I have been very fortunate to be able to work with Anjali in helping to set up my retirement. Her thorough professionalism and astute advice is complemented by a friendliness and understanding that puts the client at ease. She was able to make the complicated accessible.
Business response:
Thank you, Stephen, for your wonderful 5-star review! 🌟 It’s fantastic to hear that Anjali’s professionalism and thoughtful approach made planning your retirement both clear and comfortable. We truly value your kind words and are so pleased that you felt supported throughout the process. Wishing you continued success and peace of mind in this next stage of life. Cheers, Christopher Cachia / DipFp Mobile: 0418 360 771
Earlier communication indicated we didn’t have to change much. Now we have to consider the “pension” method, which we are finding stressful. We are not sure we want the big total reduced too much.Anjali is fully aware of our concerns, and is very patient with us.
Business response:
Thank you, Ken, for your open and honest feedback, we truly appreciate you taking the time to share your thoughts. I can see that you’ve booked a second appointment with Anjali to go through your concerns in more detail. She’ll be able to provide further clarifications and insights to ensure you have a comprehensive understanding so you can make an informed choice that feels right for you. Either way, we’re here to support you — whether you decide to keep things as they are or explore an upgrade with the various benefits av... read more
Did not really understand the changes that were suggested
Business response:
Thank you, Ken, for your honest feedback — we really appreciate you sharing your thoughts. It’s important to us that you feel confident and fully understand any recommendations made. I can see that you’ve booked a follow-up appointment with Anjali, which will be a great opportunity to go through the suggested changes in more detail and ensure everything is clear and comfortable for you. We truly value your openness, and we’re here to guide you every step of the way whether you decide to keep things as they are or explore th... 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 388 reviews.
When is CCA Financial Planners open?
CCA Financial Planners is closed now. It will open at 8:00 a.m.