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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. |
The main focus of our visit was to assist my wife in her financial planning for retirement. From my review I am happy to proceed with the recommendation made.
Business response:
★★★★★★★★★★ John Wild Mar 10, 2026 Featured The main focus of our visit was to assist my wife in her financial planning for retirement. From my review I am happy to proceed with the recommendation made. Shared on
We had a very productive and informative review with Elton. Great review session. Walking away from the meeting feeling very happy with the advice and comfortable with our financial position.
Business response:
Thank you so much for your wonderful 5-star review, Rex & Lola! We’re delighted to hear that your review with Elton was both productive and informative, and that you walked away feeling happy with the advice and confident in your financial position. That sense of clarity and comfort is exactly what we aim to provide. We truly appreciate your kind feedback and support. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
An excellent annual review. Marcello inspires trust and professional confidence and has a very warm relational style. Very pleased to recommend him and CCA.
Business response:
★★★★★★★★★★ Yvonne Bradley Y yvonne.bradley@cen.edu.au Yvonne Bradley Birdeye review posted on Wed, Mar 04, 2026 01:41 PM yvonne.bradley@cen.edu.au Mar 4, 2026 Featured An excellent annual review. Marcello inspires trust and professional confidence and has a very warm relational style. Very pleased to recommend him and CCA.
Very personable. Gave clear explanations. Answered all my pertinent questions.
Business response:
Thank you so much for your lovely 5-star review, Orietta! We’re so pleased to hear you found the experience personable, with clear explanations and all your questions thoroughly answered. Making sure you feel informed and comfortable is very important to us. We truly appreciate your kind feedback and support. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
I can highly recommend CCA to anyone to manage their financial status. I had my annual review with Marcello Rogliano Ashleigh, Tiffania and Flora have been so helpful and I am always very confident in positive results financially Very efficient with their communication, emails , phone calls and actions to be implemented I am confident with the management of my finances which is so important for everyone It is so easy to get there to the office with parking across the road, which is great
Business response:
Thank you so much for your wonderful 5-star review, Georgina! We’re delighted to hear that you had such a positive experience during your annual review with Marcello, and that Ashleigh, Tiffania, and Flora have all been so helpful along the way. It’s great to know our team’s communication and efficiency have given you confidence in the management of your finances. We also appreciate you highlighting the ease of access to our office—those little details can make a big difference! Thank you for your recommendation and conti... read more
We appreciated the informative meeting as it clarified many of our questions on how our portfolio is managed. We have a clearer understanding of what fees we are charged and the benefits of switching to ETF’s, plus a comparison of risks and returns. We were pleased to meet with Steve and Adje and they were very efficient and helpful.
Business response:
Thank you so much for your wonderful 5-star review, Rose! We’re delighted to hear that your meeting provided clarity around your portfolio, including fees, ETF options, and the comparison of risks and returns. It’s great to know Steve and Adye were efficient and helpful in guiding you through everything. Helping you feel informed and confident in your financial decisions is what we strive for, so we truly appreciate your kind feedback. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Clearly explained our current position and other options available. A lot to take in but comforting to know that we can always make contact if necessary.
Business response:
Thank you so much for your wonderful 5-star review, Ann and Rob! We’re so pleased to hear that your current position and available options were clearly explained, even with a lot of information to take in. It’s great to know you feel reassured that you can reach out anytime—that ongoing support is very important to us. We truly appreciate your kind feedback and support. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
The paperwork to prepare for today’s appointment arrived in a timely manner. Marcello was willing to listen to my questions and clarified them all. He summarised my financial plan satisfactorily and suggested a remedy to access some funds quickly.
Business response:
Thank you so much for your wonderful 5-star review, Cath! We’re delighted to hear that everything was well prepared ahead of your appointment and that Marcello took the time to listen, clarify your questions, and clearly summarise your financial plan. It’s great to know the guidance around accessing funds quickly was helpful as well. We truly appreciate your kind feedback and support. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Very positive experience. Elton was very thorough and explained the investments so they were easy to understand by a lay person. CCA goes about their business in a very professional way. Happy to do business with them.
Business response:
Thank you so much for your wonderful 5-star review, Shayne! We’re delighted to hear you had such a positive experience and that Elton’s thorough approach made your investments easy to understand. Providing clear, straightforward guidance is something we place great importance on. It’s also fantastic to know you value the professionalism of our team—we truly appreciate your trust and support. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Frequently asked questions about CCA Financial Planners
How is CCA Financial Planners rated?
CCA Financial Planners has a 4.9 star rating with 528 reviews.
When is CCA Financial Planners open?
CCA Financial Planners is open now. It will close at 8:00 p.m.