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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 provided me with a thorough assessment of my portfolio, strategies for consideration for the near and long term future. With many thanks
Business response:
Thank you so much, Lina, for your 5-star review. We really appreciate your thoughtful feedback. I’m so pleased to hear Marcello provided you with a thorough assessment of your portfolio and outlined strategies for both the near and longer term future. It’s wonderful to know you felt well supported and informed. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
From the beginning with your company I have appreciated the professionalism of the team who have assisted me. Adye has always been helpful and understanding of my needs as an older not very computer literate person. He has handle my affairs with Centrelink ably assisted by Steve. I would happily recommend your firm to friends. Steve has also dealt with my other financial matters in a friendly and professional manner.
Business response:
Thank you so much, Marilyn, for your 5-star review. We really appreciate your thoughtful feedback and your recommendation. I’m so pleased to hear that from the very beginning you have appreciated the professionalism of our team, and that Adye has been so helpful and understanding of your needs. It’s also wonderful to know he has handled your Centrelink matters so ably with Steve’s support, and that Steve has assisted you with your other financial matters in such a friendly and professional manner. Cheers Christopher Cachia ... read more
Dhruv and Swathika have tirelessly worked to ensure a positive outcome for Kevin. They have always assisted us promptly and efficiently with all the requirements for Services Australia. We are very grateful for their support and guidance during this process. They were excellent.
Business response:
Thank you so much, France, for your 5-star review. We really appreciate your thoughtful feedback. I’m so pleased to hear that Dhruv and Swathika worked so tirelessly to support you and Kevin, and that they assisted promptly and efficiently with all the Services Australia requirements. It’s wonderful to know their guidance and support made such a positive difference throughout the process. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
Hui Marcello, You requested some feedback after our meeting. Overall a good meeting but: 1. If you are going to present on electronic media, make sure it is working properly prior to us arriving. 2. Data must be current and accurate, within a week of the meeting. 3. What we needed to know in a concise format: A. Rex's balance 2025 B. Debbie's balance 2025 C. Rex's balance 2026 and how much has been made (before and after fees). D. Debbie's balance 2026 and how much has been made (before and after fees). E. Total In... read more
Business response:
Hi Rex & Debbie — thank you for the thoughtful feedback. We really appreciate you taking the time to share it, as it helps us keep improving how we present and deliver our advice. We do build a lot of this analysis into the material provided, and we completely understand that when there are detailed figures and moving parts, it isn’t always easy to see the key takeaways in a simple, succinct snapshot on the day. We’ll take this on board to keep improving how we present the information and the summary outcomes. Marcello will ... read more
My wife and I have just concluded our annual review with Anjali. As always, she is extremely friendly, knowledgeable and very good at explaining the situation. The main reason we will keep coming back to Anjali is that I trust her and, as a result, I have benefited by her financial expertise over the years that she has been our financial adviser. As long as she is holding the reins, I am not worried about my financial future.
Business response:
Thank you so much, Michael, for your 5-star review. We really appreciate your continued trust and support. I’m so pleased to hear that you and your wife had another positive annual review with Anjali, and that her friendly manner, knowledge, and clear explanations continue to give you confidence. It’s especially wonderful to know the trust you have placed in her over the years has brought you such peace of mind about your financial future. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
My wife and I have just concluded our annual review with Anjali. As always, she is extremely friendly, knowledgeable and very good at explaining the situation. The main reason we will keep coming back to Anjali is that I trust her and, as a result, I have benefited by her financial expertise over the years that she has been our financial adviser. As long as she is holding the reins, I am not worried about my financial future.
Following our latest annual review with Anjali, I feel confident that she is well aware of our financial concerns and at the meeting she was able to address them and offer sound advice. She explained very clearly what CCA could offer us, so we have a good understanding of our financial situation. Over the years that she has been advising me and my husband, she has been approachable, friendly, professional and efficient and is always ready to help. I am more than happy with the service she provides us.
Ben was friendly and explained things well
Business response:
Thank you so much, Kathleen, for your 5-star review. We really appreciate your kind feedback. I’m so pleased to hear Ben was friendly and explained things well. It’s wonderful to know you had such a positive experience. Cheers Christopher Cachia / DipFp CERTIFIED FINANCIAL PLANNER ® professional
You gave us great confidence in your plans for our future.
Business response:
Thank you so much, William, for your 5-star review. I really appreciate your kind words. It was a pleasure assisting you, and I’m so pleased to know I was able to give you confidence in the plans for your future. Your trust means a great deal to me and to all of us at CCA Financial Planners. 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 583 reviews.
When is CCA Financial Planners open?
CCA Financial Planners is open now. It will close at 8:00 p.m.