Excellent
Based on 24 reviews
Kerri Mcknight
Kerri Mcknight
2024-05-03
Very professional and friendly team. Marcello is wonderful to deal with giving us lots of ideas leading up to retirement. We certainly would recommend them. K&R McKnight
Colleen Jamieson
Colleen Jamieson
2024-03-03
I deal with Marcello. He does everything right by me and I trust him completely. He patient and everything he does for me perfect
Elizabeth Schuliga
Elizabeth Schuliga
2023-12-19
Our retirement has been made so much more comfortable and stress free with this amazing team. Very warm and professional and extremely supportive when I needed them. I had to deal with a govt dept which I was dreading and Elton took over and resolved everything for us. Chris set us up with Zafar and Elton and they are such an asset to the company. I wouldn’t hesitate to recommend this firm to anyone and my advice is don’t walk but run to CCA financial planners….it will be the best decision you’ll ever make.
Anthony La Porta
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
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
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
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
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
faye bugeja
2023-03-23
I am still very happy with the service I get I know my money is very safe
Seelan Pillay
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.
Caroline Westmore
May 2022
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

 

Chelsea Dickins
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

Karen Smith
May 2022
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

 

Sarah Woodhouse
May 2022
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

 

Stuart McLeod
May 2022
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

 

Paul Pokorzynski
May 2022
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

 

Bill & Jenny Clephane
May 2022
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.

Wayne Allen
April 2022
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

 

Tony Gormley
April 2022
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

 

Simon Maugeri
March 2022

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

Thankyou

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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