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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. |
I have been very satisfied with my experience, so far, since moving to CCA Financial Planners. The staff I have dealt with have been understanding and supportive of my needs. The review, conducted today by phone with Marcello, was the most concise and informative meeting I have had with an advisor.
Business response:
Thank you, John, for your wonderful 5-star review! ⭐ We’re delighted to hear that your experience since moving to CCA Financial Planners has been so positive. It’s great to know our team has been understanding and supportive of your needs, and we’re especially pleased that your review with Marcello was the most concise and informative meeting you’ve had with an adviser. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
Very personal easy to talk to and given plenty of time to ask questions which were answered in full and understood.
Business response:
Thank you, Janet, for your fantastic 5-star review! ⭐ We’re so pleased to hear that you felt the experience was personal, easy to engage with, and that you were given plenty of time to ask questions. It’s wonderful to know everything was explained clearly and in full so you felt comfortable and confident. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
We met our financial advisor Elton this afternoon and we were greatly impressed.Everything was explained very clearly and expressed in a manner that gave us a full understanding of our finances and possible improvements. Thank you Elton.
Business response:
Thank you, Fred and Heather, for your excellent 5-star review! ⭐ We’re delighted to hear that your meeting with Elton left such a great impression. It’s wonderful that he explained everything clearly and gave you a full understanding of your finances along with possible improvements. That clarity and care is exactly what we aim to deliver. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
Steve was very thorough and answered any questions I had in a way that was easily understood. He took care to explain the changes we were making and explained why they were necessary.
Business response:
Thank you, Glenyce, for your wonderful 5-star review! ⭐ We’re so pleased to hear that Steve was thorough and took the time to explain everything clearly. It’s great to know he not only answered your questions in an easy-to-understand way but also ensured you felt confident about the changes and why they were important. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
Paul really spent time in giving me an insight into how my portfolio was progressing and I'm learning now how I can be involved and more of an active participant in my financial future. Paul outlined how systems work and also that he was looking after my interests. Important for me and reassuring. Maret Wocadlo
Business response:
Thank you so much, Maret, for your wonderful 4-star review. It’s fantastic to hear how Paul took the time to walk you through your portfolio and empower you to feel more involved in shaping your financial future. Knowing that you feel reassured and supported is exactly what we aim for. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Marcello outlined the options well
Business response:
Thank you so much, Ed, for your generous 5-star review! 🌟 We’re truly pleased to hear that Marcello took the time to outline the options clearly for you. Making sure our clients feel informed and supported is at the heart of what we do, and it’s wonderful to know that came through in your experience. Clear advice builds confidence, and that’s exactly the type of service we strive to deliver every day. We greatly appreciate your feedback and the trust you place in us. Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIAL ... read more
Clear explanation of current account Clear advice on future arrangement options
Business response:
Thank you, Joyce, for your wonderful 5-star review! 🌟 We’re so glad to hear that Elton provided you with clear explanations of your current account and straightforward advice on your future options. Making sure everything is easy to understand and aligned with your goals is always our priority, and it’s great to know Elton’s guidance gave you that confidence. We truly appreciate your trust and look forward to continuing to support you on your financial journey. Cheers, Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNE... read more
Ben explained clearly our options and we are confident in the direction we are heading.
Business response:
Thank you, Helen and Peter, for your fantastic 5-star review! 🌟 It’s wonderful to hear that Ben was able to clearly explain your options and give you confidence in the direction you’re heading. Knowing you feel assured and supported as you plan ahead is exactly what we aim to deliver, and we’re delighted Ben’s guidance has provided that clarity and peace of mind. We’re grateful for the trust you’ve placed in us and look forward to continuing to support you both on your financial journey. Cheers, Christopher Cachia / DipFp... read more
Marcello is personable, engaging and very thorough. We felt very confident with his assessments, presentations and options for us and the follow up to ensure we were comfortable with some changes we were making. We wanted to simplify our finances, ensure we could control our future years and relax with our choices. We are very happy with Marcello’s work on our behalf and his genuine interest in our needs and goals.
Business response:
Thank you, Peter and Merrilyn, for your wonderful 5-star review! 🌟 It’s fantastic to hear how Marcello’s personable and thorough approach helped you feel confident and supported throughout the process. We’re so pleased that his clear assessments, presentations, and follow-up gave you the comfort you needed while making important changes. Simplifying finances and creating peace of mind for the years ahead is exactly what we aim to achieve, and we’re thrilled to know Marcello’s genuine care and interest in your goals came thr... 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 294 reviews.
When is CCA Financial Planners open?
CCA Financial Planners is open now. It will close at 8:00 p.m.