EXCELLENTTrustindex 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.Trustindex verifies that the original source of the review is Google. It is always a pleasure catching up face to face with Chris, Terry and the CCA team for our annual review!! We started our relationship with Chris nearly 25 years ago and we are very happy with the services and advice that CCA provide. We highly recommend their services to anyone who is wanting to consolidate and strengthen their financial securities.Trustindex verifies that the original source of the review is Google. Beautiful office and great team!Trustindex verifies that the original source of the review is Google. I highly recommend Chris and the team at CCA for any financial advice for your financial future. Chris is very good at explaining 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.Trustindex verifies that the original source of the review is Google. 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 are constantly working on "our" plan together with the experts at CCA. There is regular communication between us and the results we are getting have been amazing!! We highly recommend the CCA team. 👍🏻Trustindex verifies that the original source of the review is Google. Experienced and knowledgeable team highly recommended company always a pleasure to work with.Trustindex verifies that the original source of the review is Google. Many thanks to CCA for their commitment to managing our finances so professionally and effectively, particularly to Marcello and Elton. Special mention to Elton who today spent no less than 3 hours on the phone to Centrelink successfully resolving a difficult issue on our behalf. His persistence and commitment to getting the job done is commendable. Very grateful!
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 | 5/4 |
| 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? | 5/4 |
| 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 |
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
Adam goes above and beyond for his clients, taking the time to get to know them personally. We appreciate how he adds a personal touch to his service and tries to make the process as painless as possible. Adam is a valuable asset to CCA.
Your feedback is appreciated
| 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 | 5/5 |
| 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 | 5/5 |
| 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? | 5/4 |
| 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? | 5/4 |
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
We have always been treated with respect. The staff made every effort to explain things in terms that we can understand.
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 |
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 |
Please advise if you think there are areas where we can improve our service
We are very satisfied..Terry i think your attentìon to detail for our paper work has improved dramatically..thankyou & we love how yourself & Chris always call us back promptly..knowing you are very busy.
“I’ve have had a very positive experience with this company and especially with Marcello.
The advice and services I received was very thorough and informative.
I also purchased income protection with MLC insurance with the advice and support of Marcello. When I needed to make a claim the process was easy and MLC we’re quick to help and provide me payment. CCA also supported my claim and I feel very looked after and supported.
Thanks Marcello, CCA and MLC.”
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 | 5/4 |
| 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 | 5/5 |
| How would you rate your experience with our support staff? | 5/4 |
| 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? | 5/4 |
| How likely are you to recommend CCA to a friend or colleague? | 5/4 |
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 |
Do you have any other comments? My wife and I feel we are amongst friends when we go there
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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