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CCA Financial Planners
- Finance
- Docklands, VIC
About this business
CCA Financial Planners is a name you can trust when it comes to providing financial advice, comprehensive research to compare current and discontinued life insurance policies, superannuation, pension funds and effective measures for income protection. As a financial planner since 1989, we have been doing this service for over 33 years now. You can be assured to get only the best strategy and advice for all your financial planning and insurance requirements.
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. |
Excellent, from Dom meeting us, Xavier explaining changes to management and the exceptional and clear information given by Elton. Thanks and congratulations on the team.
Elton did a great job of explaining the process that will occur and the end result of the process.
Ben has always prepared appropriately for our assessments. We appreciate that he considers our requests and gives us clear and informed advice. Ben has promptly returned any updated correspondence. If he is able he alters our requests for change while we are present. We appreciate his knowledge of our situation and look forward to further consultations.
Ben provided very clear explanations about the new arrangements. He updated our current situation which led smoothly to making decisions for the present time regarding our priorities. Thanks to Ben, I feel confident about the future and the new directions that I may take advantage of.
Marcello was so friendly , open and so informative Our first session was great and look forward to further appointments planning our future retirement
The review was conducted on Teams. It was a lengthy and detailed discussion. In other words, no short cuts were taken and we had the sense that Elton was absolutely invested in our requirements, he was knowledgable and ensured we had a clear understanding of the direction we were going in. Followed up was courteous and professional.
Team consultation interrupted by an internet failure early so conducted by phone. Marcello was clear and well researched so our options were made clear.
Excellently Very clear and easy to understand the financial advice offered.
As always Marcello provides me with a thorough update on my portfolio and the market in general. I am very happy with the service.
Frequently asked questions about CCA Financial Planners
How is CCA Financial Planners rated?
CCA Financial Planners has a 4.9 star rating with 212 reviews.
When is CCA Financial Planners open?
CCA Financial Planners is open now. It will close at 8:00 p.m.