This profile has been claimed by the business owner or representative.
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. |
Always helpful and extremely competent with all our requests and financial activities especially dealing with Cenrelink on our behalf. Raymond is prompt, informative and a pleasure to deal with.
Business response:
Hi Frances, Thank you very much for the ⭐⭐⭐⭐⭐ rating and for your wonderful feedback. We’re delighted to hear that you’ve found our support consistently helpful and extremely competent, particularly with managing requests and financial matters involving Centrelink on your behalf. It’s great to know that Raymond’s prompt, informative, and approachable manner has made things easier for you — he’ll really appreciate your kind words. It was also lovely catching up with you in person earlier this week, and please know that my t... read more
A very successful holistic approach to suit my requirements
Business response:
Hi Joanne, Thank you very much for the ⭐⭐⭐⭐⭐ rating and for your lovely feedback. We’re pleased to hear that you found the approach taken to be successful and holistic, and well suited to your individual requirements. Tailoring advice to each client’s needs is very important to us, and your comments are greatly appreciated. Wishing you a very Merry Christmas and a happy, healthy, and prosperous New Year. You can always find out more about how we help clients at CCA Financial Planners – helping you achieve financial succes... read more
Terry and the team have always assisted and at times acted on our behalf with any of our enquires and concerns.
Business response:
Hi Helen and John, Thank you very much for the ⭐⭐⭐⭐⭐ rating and for your kind feedback. We’re delighted to hear that Terry and the team have consistently assisted you and, when needed, acted on your behalf to address your enquiries and concerns. Providing reliable support and peace of mind is very important to us, and your trust is greatly appreciated. Wishing you both a very Merry Christmas and a happy, healthy, and prosperous New Year. You can always find out more about how we help clients at CCA Financial Planners – he... read more
Marcello always explains everything and answers all of my questions.
Business response:
Hi Susan, Thank you very much for the ⭐⭐⭐⭐⭐ rating and for your kind feedback. We’re pleased to hear that Marcello consistently takes the time to explain everything clearly and answer all of your questions. Providing clarity and reassurance is very important to us, and your support is greatly appreciated. Wishing you a very Merry Christmas and a happy, healthy, and prosperous New Year. You can always find out more about how we help clients at CCA Financial Planners – helping you achieve financial success. Cheers Christop... read more
I ‘worked’ with Raymond on. a one to one basis dealing mainly with the financial aspects of my ‘contract’. I found him to be well informed and a very patient , caring advisor who was well informed and clearly aware of my goals. During these visits he assisted to set up my Macquarie Cash account as well as assist me to reorganise my current accounts.. There is no way I could have done this by myself and greatly appreciated his patience and guidance .
Business response:
Hi Judy, Thank you very much for the ⭐⭐⭐⭐⭐ rating and for taking the time to share such detailed and thoughtful feedback. We’re delighted to hear about your positive one-to-one experience with Raymond and that his patience, care, and clear understanding of your goals made such a difference. It’s wonderful to know that his assistance in setting up your Macquarie Cash account and reorganising your current accounts provided the support you needed. Helping clients navigate complex financial matters with confidence and reassura... read more
Very professional. Very informative . Very respectful. Very helpful. Very relevant. Very relatable. Very relaxed.
Business response:
Hi Carol, Thank you very much for the ⭐⭐⭐⭐⭐ rating and for your wonderful feedback. We really appreciate the way you’ve described your experience — professional, informative, respectful, helpful, relevant, relatable, and relaxed is exactly the environment we strive to create for our clients. Your support means a great deal to us, and we’re pleased to know you felt comfortable and well informed throughout your experience. Wishing you a very Merry Christmas and a happy, healthy, and prosperous New Year. You can always find ... read more
Paul Patman is very good at what he does. Things are clear and well explained. Very helpful assisting me.
Business response:
Hi Joan, Thank you so much for your wonderful 5-star review! We’re delighted to hear that you’ve had such a positive experience and that Paul has been able to support you with clear explanations and helpful guidance. He’ll be thrilled to know his efforts have made such a difference for you. If there’s ever anything more we can help with, please don’t hesitate to reach out. And as always, the finest compliment we can receive is a referral from a valued client – please don’t keep us a secret! Cheers Christopher Cachia / Dip... read more
Very professional. Time taken to explain; not rushed. Great service provided.
Business response:
Hi Vanda, Thank you so much for your wonderful 5-star review. It’s great to hear that you felt the process was professional, unhurried, and clearly explained. Marcello will be very pleased to know his care and attention made such a positive impression. If there’s ever anything more we can assist you with, please feel free to reach out. And remember, the finest compliment we can receive is a referral from a valued client – please don’t keep us a secret! Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® profes... read more
Stephen Perret explained our finances carefully and we were pleased with his suggestions.
Business response:
Hi Judith and Arthur, Thank you so much for your wonderful 5-star review. It’s great to hear that Stephen explained your finances clearly and that you were pleased with the suggestions provided. He’ll be delighted to know his support has been helpful for you both. If there’s anything more you need, we’re always here to assist. And remember, the finest compliment we can receive is a referral from a valued client – please don’t keep us a secret! Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional CC... 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 444 reviews.
When is CCA Financial Planners open?
CCA Financial Planners is closed now. It will open at 8:00 a.m.