EXCELLENTTrustindex verifies that the original source of the review is Google. Very happy with the time taken to go through everything and explain the various options with us. Marcello was very helpfulTrustindex verifies that the original source of the review is Google. We have been with CCA for many years now and have always been very happy with their services. They always treat us with care and understanding. We met Elton for the first time this year, and he was great. He was able to explain everything we needed to know about our investments. He took time to answer all our questions with patience and ensured that we understood our finances. We will definitely recommend CCA, Chris and Elton to anyone who needs financial services Darrell & Beryl LeslieTrustindex verifies that the original source of the review is Google. We have been working with Marcello for three years now and we feel our relationship continues to develop. We have a trust and with that confidence in discussing our financial position with Marcello and how best to make it continue to grow well into the future. We always feel good coming out of our meetings with Marcello. The kid is highly recommended!Trustindex verifies that the original source of the review is Google. Couldn't be happier with CCA. Fantastic service. HIGHY!!! recommend. We should have jumped on this years ago. Thank you.Trustindex verifies that the original source of the review is Google. I had the pleasure of working with Marcelo and the team at CCA Financial Planners, and I can't recommend them highly enough! From the very first meeting, Marcelo's expertise and genuine care for my financial goals were evident. He took the time to understand my unique needs and provided clear, tailored advice that helped me feel confident about my financial future. The team at CCA is professional, approachable, and always willing to answer questions, making what could be a complex process feel easy and stress-free. Thanks to Marcelo and the CCA Financial Planners team, I now have a solid financial plan in place, and I feel empowered to make informed decisions. If you're looking for a financial planner who truly has your best interests at heart, I highly recommend Marcelo and his team!Trustindex verifies that the original source of the review is Google. We had our first meeting with Chris and Elton this morning and it was brilliant. They explained a very clear plan and we now feel a lot more confident about the future. Looking forward to dealing with them in the future!!!!Trustindex verifies that the original source of the review is Google. I have been so pleased with Marcello and the team services in managing my finances. It gives me confidence and comfort, in relation to my superannuation management. I have had a very positive financial outcome this year. Marcello has been great when we have met for the annual review. I recieve emails as well with being provided updates of my superannuation status. I highly recommend anyone to go to CCA , to know that you can walk away, knowing that you do not have to worry about your financial planning, as it is expert hands with Marcello and the great team.Trustindex verifies that the original source of the review is Google. I have been a client of CAA Financial Planners for over 15 years, during which time Chris and the team have been extremely courteous in providing professional, well considered, financial advice. Recently, CCA Financial Planners assisted in setting up a SMSF for my family and the level of assistance (and patience) CCA staff took to guide and educate me through the process was exceptional. I have a lot of trust in the CCA Financial Planning team and would highly recommend their services to anyone seeking financial advice.
| 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 |
| 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 |
Love the personal touches from your team and annual check ups. Always feel valued and supported
| 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 |
| 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 |
| The service I received met or exceeded my expectations | 5/4 |
| I believe my adviser and the team have the technical knowledge to meet my financial needs | 5/4 |
| My relationship with CCA staff is strong and one of trust | 5/4 |
| The communication following our appointment was delivered in a timely manner and easy to understand | 5/3 |
| I believe the advice provided will help me achieve my goals | 5/3 |
| I am satisfied with the value of advice I receive from my financial adviser | 5/3 |
| How would you rate your experience with our support staff? | 5/3 |
| How would you rate your experience with your financial adviser? | 5/3 |
| How likely are you to use CCA for your future financial planning advice? | 5/4 |
| How likely are you to recommend CCA to a friend or colleague? | 5/3 |
| 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 | 5/4 |
| My relationship with CCA staff is strong and one of trust | 5/4 |
| The communication following our appointment was delivered in a timely manner and easy to understand | 5/4 |
| I believe the advice provided will help me achieve my goals | 5/4 |
| I am satisfied with the value of advice I receive from my financial adviser | 5/4 |
| How would you rate your experience with our support staff? | 5/5 |
| How would you rate your experience with your financial adviser? | 5/4 |
| How likely are you to use CCA for your future financial planning advice? | 5/4 |
| How likely are you to recommend CCA to a friend or colleague? | 5/5 |
| 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 |
### We have been investing through CCAFP since 2009. Chris is always looking at ways to maximise our financial returns, thus to ensure our income requirements are sufficient for our retirement years. We have found Chris and his staff to be efficient, friendly & informative and recommend them unreservedly for any financial requirements.
| 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 |
| 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 |
Your feedback is appreciated
| 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 |
Comments
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Talk to the CCA Financial Planners team today!
Give Us a Call | 1800 668 525 | Consultants Online to Help. 8:00am – 8:00pm, 7 Days a week.
Talk to the CCA Financial Planners team today!
Give Us a Call | 1800 668 525 | Consultants Online to Help. 8:00am – 8:00pm, 7 Days a week.
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