Client Testimonials

Excellent

Based on 21 reviews

Anthony La Porta

2023-11-14

I have known Chris since childhood and he has always been such an authentic and good human. I feel very comfortable sharing with Chris my financial information and aspirations. Chris always gives me sound advice that is the best fit for me and my circumstances. I wouldn't entrust this with anyone else. Thanks Chris and the team at CCA.

dino tarola

2023-10-05

Chris and the CCA team have been wonderful resource to assist with my financial planning. They present it in a manner that make's it very easy to understand and always have time to to respond to any concerns. Highly recommend there service.

ron camilleri

2023-09-25

I recommend Chris and the team at CCA for any financial advice for your financial future. Chris is able to explain it in a way that you are able to understand and gives you confidence. I have been advised by Chris for a number of years and I have not regretted my decision and look forward to continuing my association with Chris and the team at CCA.

lynette foster

2023-09-13

Chris & Terry are so qualified with their financial planning. I am very happy with the service from CCA. I highly recommend them to anyone. They give you all the information you need and also all the attention you need. The service is excellent.

Janice Peel

2023-08-10

I couldn't be happier with Marcello, he is always there if you need anything and is a fantastic adviser. I am so lucky you have him looking after my finances.

faye bugeja

2023-03-23

I am still very happy with the service I get I know my money is very safe

Seelan Pillay

2023-02-02

We have been with CCA for over 10 years. Its a Great Company to deal with , Marcello always goes above and beyond to get the best outcomes. Very happy with their service.

Trish Santo

2022-12-05

Appreciate the time and attention given at the meeting to address our questions. As always, a very professional and friendly approach.

Menzies LCO

2022-10-28

Chris has been very helpful in keeping our Super on track to see us through our retirement. Feeling very secure and comfortable with the service provided. Thank you Chris

Rod Clark

2021-12-08

My wife and I got together later in life but the CCA Team has set us up with a SMSF that will have us more than comfortable in retirement. We highly recommend the CCA team. 👍🏻

Max Loche

November

The service I received met or exceeded my expectations	5/5
I believe my adviser and the team have the technical knowledge to meet my financial needs	5/5
My relationship with CCA staff is strong and one of trust	5/5
The communication following our appointment was delivered in a timely manner and easy to understand	5/5
I believe the advice provided will help me achieve my goals	5/5
I am satisfied with the value of advice I receive from my financial adviser	5/5
How would you rate your experience with our support staff?	5/5
How would you rate your experience with your financial adviser?	5/5
How likely are you to use CCA for your future financial planning advice?	5/5
How likely are you to recommend CCA to a friend or colleague?	5/5

Catherine Franklin

November 2023

The service I received met or exceeded my expectations	4/5
I believe my adviser and the team have the technical knowledge to meet my financial needs	4/5
My relationship with CCA staff is strong and one of trust	4/5
The communication following our appointment was delivered in a timely manner and easy to understand	5/5
I believe the advice provided will help me achieve my goals	4/5
I am satisfied with the value of advice I receive from my financial adviser	4/5
How would you rate your experience with our support staff?	5/5
How would you rate your experience with your financial adviser?	4/5
How likely are you to use CCA for your future financial planning advice?	5/5
How likely are you to recommend CCA to a friend or colleague?	4/5

Jennifer Fidler

November 2023

The service I received met or exceeded my expectations	4/5
I believe my adviser and the team have the technical knowledge to meet my financial needs	5/5
My relationship with CCA staff is strong and one of trust	5/5
The communication following our appointment was delivered in a timely manner and easy to understand	5/5
I believe the advice provided will help me achieve my goals	5/5
I am satisfied with the value of advice I receive from my financial adviser	5/5
How would you rate your experience with our support staff?	5/5
How would you rate your experience with your financial adviser?	5/5
How likely are you to use CCA for your future financial planning advice?	5/5
How likely are you to recommend CCA to a friend or colleague?	5/5

Nicholas Dingley

November 2023

The service I received met or exceeded my expectations	5/5
I believe my adviser and the team have the technical knowledge to meet my financial needs	5/5
My relationship with CCA staff is strong and one of trust	5/5
The communication following our appointment was delivered in a timely manner and easy to understand	5/5
I believe the advice provided will help me achieve my goals	5/5
I am satisfied with the value of advice I receive from my financial adviser	5/5
How would you rate your experience with our support staff?	5/5
How would you rate your experience with your financial adviser?	5/5
How likely are you to use CCA for your future financial planning advice?	5/5
How likely are you to recommend CCA to a friend or colleague?	5/5

Robyn Williams

November 2023

Great service, professional and friendly people.

The service I received met or exceeded my expectations	5/5
I believe my adviser and the team have the technical knowledge to meet my financial needs	5/5
My relationship with CCA staff is strong and one of trust	5/5
The communication following our appointment was delivered in a timely manner and easy to understand	5/5
I believe the advice provided will help me achieve my goals	5/5
I am satisfied with the value of advice I receive from my financial adviser	5/5
How would you rate your experience with our support staff?	5/5
How would you rate your experience with your financial adviser?	5/5
How likely are you to use CCA for your future financial planning advice?	5/5
How likely are you to recommend CCA to a friend or colleague?	5/5

Dominic Galea

November 2023

The service I received met or exceeded my expectations	4/5
I believe my adviser and the team have the technical knowledge to meet my financial needs	4/5
My relationship with CCA staff is strong and one of trust	5/5
The communication following our appointment was delivered in a timely manner and easy to understand	4/5
I believe the advice provided will help me achieve my goals	4/5
I am satisfied with the value of advice I receive from my financial adviser	4/5
How would you rate your experience with our support staff?	4/5
How would you rate your experience with your financial adviser?	4/5
How likely are you to use CCA for your future financial planning advice?	4/5
How likely are you to recommend CCA to a friend or colleague?	5/5

Hans van Lierop

November 2023

CCAFP have allowed us to live well in retirement and Chris and team are a delight to deal with.

The service I received met or exceeded my expectations	5/5
I believe my adviser and the team have the technical knowledge to meet my financial needs	5/5
My relationship with CCA staff is strong and one of trust	5/5
The communication following our appointment was delivered in a timely manner and easy to understand	5/5
I believe the advice provided will help me achieve my goals	5/5
I am satisfied with the value of advice I receive from my financial adviser	5/5
How would you rate your experience with our support staff?	5/5
How would you rate your experience with your financial adviser?	5/5
How likely are you to use CCA for your future financial planning advice?	5/5
How likely are you to recommend CCA to a friend or colleague?	5/5

Chris Botto

November 2023

The service I received met or exceeded my expectations	4/5
I believe my adviser and the team have the technical knowledge to meet my financial needs	4/5
My relationship with CCA staff is strong and one of trust	4/5
The communication following our appointment was delivered in a timely manner and easy to understand	4/5
I believe the advice provided will help me achieve my goals	4/5
I am satisfied with the value of advice I receive from my financial adviser	4/5
How would you rate your experience with our support staff?	4/5
How would you rate your experience with your financial adviser?	4/5
How likely are you to use CCA for your future financial planning advice?	4/5
How likely are you to recommend CCA to a friend or colleague?	5/5

Diane Addington

November 2023

The service I received met or exceeded my expectations	4/5
I believe my adviser and the team have the technical knowledge to meet my financial needs	4/5
My relationship with CCA staff is strong and one of trust	4/5
The communication following our appointment was delivered in a timely manner and easy to understand	3/5
I believe the advice provided will help me achieve my goals	4/5
I am satisfied with the value of advice I receive from my financial adviser	4/5
How would you rate your experience with our support staff?	5/5
How would you rate your experience with your financial adviser?	5/5
How likely are you to use CCA for your future financial planning advice?	5/5
How likely are you to recommend CCA to a friend or colleague?	5/5

Paul Cox

October 2023

The service I received met or exceeded my expectations	4/5
I believe my adviser and the team have the technical knowledge to meet my financial needs	4/5
My relationship with CCA staff is strong and one of trust	4/5
The communication following our appointment was delivered in a timely manner and easy to understand	4/5
I believe the advice provided will help me achieve my goals	4/5
I am satisfied with the value of advice I receive from my financial adviser	4/5
How would you rate your experience with our support staff?	4/5
How would you rate your experience with your financial adviser?	4/5
How likely are you to use CCA for your future financial planning advice?	4/5
How likely are you to recommend CCA to a friend or colleague?	4/5