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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. |
Great service, marchello and his team are great to deal with. Always answer whenever I have questions and very helpful. I feel like they have me and my families interest at heart.
Business response:
Thank you, Jarrod, for your generous 5-star review! 🌟 It’s wonderful to hear that both you and Sarah feel well supported by Marcello and the team. We’re so pleased that you’ve found us approachable, responsive, and always ready to help with your questions. Knowing that you feel your family’s best interests are genuinely at the heart of our work means so much to us—that’s exactly the relationship we aim to build with every client. We’re grateful for your trust and look forward to continuing to support you and Sarah in achie... read more
Always excellent service, concise and easy to understand. Extremely happy with the support and care i receive from CCA
Business response:
Thank you so much, Sarah, for your wonderful 5-star review. We’re delighted to hear that Elton’s clear and concise guidance, along with the care and support from our team, has made such a positive impact for you. It’s truly rewarding to know you feel so well supported with CCA. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Paul explained clearly where our superannuation was and how we could benefit using adjustments. He also helped me organise my wife's pension application
Business response:
Thank you, Ray, for your excellent 5-star review! ⭐ We’re delighted to hear that Paul explained your superannuation clearly and showed you how adjustments could benefit you. It’s also wonderful to know he was able to assist with your wife’s pension application — ensuring everything is handled smoothly and with care is exactly what we strive for. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
Ben made the review process easy to understand with clear instructions and advice. Much appreciated, thank you
Business response:
Thank you, Dianne, for your wonderful 5-star review! ⭐ We’re so pleased to hear that Ben made the review process easy to understand with clear instructions and advice. It’s great to know his guidance was both clear and helpful — very much appreciated on our side too. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
Explanations were clear. The flow chart was particularly useful
Business response:
Thank you, Alison, for your excellent 5-star review! ⭐ We’re delighted to hear that the explanations were clear and that you found the flow chart particularly helpful. Visual tools can make a big difference in understanding, and it’s great to know this approach worked well for you. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
Paul is always helpful in explaining our financial situation As I have to try to understand it all without my husbands input these days.it’s comforting to have Paul’s knowledge. Thanks to Paul..
Business response:
Thank you, Judith, for your wonderful 5-star review! ⭐ We’re so pleased to hear how helpful Paul has been in explaining your financial situation clearly. We truly understand how important it is to feel supported, especially when managing things on your own, and it’s comforting to know Paul’s knowledge has made this easier for you. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
CCA appears to have a great product / business and this was ably explained by Elton who is personable and professional. We feel confident we’ve made the right choice in trusting our financial future to CCA and look forward to a successful partnership and collaboration with Elton.
Business response:
Thank you, Peter, for your glowing 5-star review! ⭐ We’re thrilled to hear that Elton’s personable and professional approach gave you such confidence in what CCA has to offer. It’s wonderful that you feel assured in trusting us with your financial future, and we look forward to building a successful partnership with you. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional Mobile: 0418 360 771
I enjoyed our time today Marcello you revised our previous discussion and clarified my questions. I'm happy with this new direction. I am also pleased that Cigi continues to be part of the team - she is a great asset and touch point.
Business response:
Thank you, Annette, for your glowing 5-star review. We’re so pleased to hear you enjoyed your time with Marcello and that revisiting your previous discussion brought clarity and confidence in the new direction. It’s wonderful to know you feel supported in your journey, and that your questions were answered with care. We also greatly appreciate your kind words about Cigi—she truly is an invaluable part of our team, and it’s heartening to know her ongoing support continues to make a positive difference for you. Feedback like ... read more
Hi Marcello, We just wanted to say we enjoyed meeting with you yesterday. We found the information very helpful and we are glad to have changed to the new plan. We look forward to meeting with you in the future. (The view was great too!!!) Alison and Paul.
Business response:
Hi Alison and Paul, Thank you so much for your kind words. We’re delighted to hear that you found the information helpful and that the new plan is giving you confidence moving forward. It was a pleasure meeting with you, and we’re equally looking forward to catching up again in the future. And yes — the view is always a nice bonus! 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."
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.