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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 explained our financial position clearly and in detail
Business response:
We are elated to read your wonderful review, Paul! Thank you so much for taking the time to share your experience with us and for the fantastic 5-star rating. It is great to hear that Marcello explained your financial position clearly and in detail. That is exactly the kind of experience we strive to provide for every client. Clear, thorough communication is at the heart of what we do, and it is truly rewarding to know that came through in your time with Marcello. We appreciate your trust in CCA Financial Planners and look... read more
Very good communication and information throughout the time we have been dealing with the crew at CCA.
Business response:
We are happy to read your kind words, James! Thank you so much for taking the time to leave us a 5-star review. It is wonderful to hear that you have experienced very good communication and information throughout your time with the crew at CCA. Keeping our clients well-informed and supported is something we genuinely care about, so knowing that this has made a positive difference to your experience means a great deal to us. We truly appreciate your trust in us and look forward to continuing to support you on your financial... read more
Always a very comprehensive report! Thank you for taking the time to explain things to me! Steve always makes the meeting friendly and professional! Thanks in advance for preparing the Commonwealth Pension application!
Business response:
Thank you for taking the time to share such a wonderful review, Heather! We are so glad to hear that you found the report comprehensive and that everything was explained clearly to you. That is always our goal, and it means a great deal to know it made a difference. It is also lovely to hear that Steve made your meeting feel both friendly and professional. We will be sure to pass your kind words along to him! We are happy to be assisting with your Commonwealth Pension application and look forward to supporting you through ... read more
Ben was well prepared & efficient as usual. He took us thru the data and explained where necessary.
It was good to catch up with Ben again for our Annual Review. We have trust in him managing our portfolio even if we don’t fully understand all the information and data he presents.
Very supportive and clear iinfomation. Helpful for me as I’m a bit of a layman on financial details.
We had a very professional consultation via Teams for our annual review. Everything is really well organised, with pre-meeting documents provided in a timely way, the appointment scheduled to our needs and helpful reminders. We are encouraged to be engaged, clarify our understandings in a relaxed and caring atmosphere. We feel very comfortable and secure with Marcello's management of our finances. This was our second meeting and we feel confident with Marcello's review and recommendations for the next 12 months as well as hi... read more
We needed to withdraw funds from our investment for house repairs and Anjali was so helpful.. She always returns calls promptly and it's a pleasure to deal with her.
The review was at our convenience as we had to cancel the first time. Thank you for sending me a paper copy of the details.
Frequently asked questions about CCA Financial Planners
How is CCA Financial Planners rated?
CCA Financial Planners has a 4.9 star rating with 759 reviews.
When is CCA Financial Planners open?
CCA Financial Planners is closed now. It will open at 8:00 a.m.