ExcellentBased on 33 reviews
Trustindex verifies that the original source of the review is Google.
Rod Clark2024-08-19My 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.
paul speirs2024-07-30Experienced and knowledgeable team highly recommended company always a pleasure to work with.Trustindex verifies that the original source of the review is Google.
Shaun Mangan2024-07-17Many 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!Trustindex verifies that the original source of the review is Google.
ERIC O'ROURKE2024-06-27My wife and I have been with CCA for 3 years. Through turbulent times and good in the financial arena we have had nothing but outstanding results. Highly recommend their services.Trustindex verifies that the original source of the review is Google.
Tracy Roberts2024-06-17CCA and Marcello helped me through my insurance claims after my accident and have been very successfully managing my superannuation since.Trustindex verifies that the original source of the review is Google.
Ming Chau2024-05-27Easy, friendly and responsive services. ThanksTrustindex verifies that the original source of the review is Google.
Dr Jo Messenger2024-05-21Chris, Terry and their team are my financial rocks. I sincerely appreciate them and their expertise.Trustindex verifies that the original source of the review is Google.
Tony LaVella2024-05-15I have now been associated with CCA for over six years and have dealt with Christopher Cachia personally in that time, he has a very personel approach to his clients and makes you truly appreciate and feel totally trustworthy in just how much experience he has in the industry, joining CCA has been the best financial decision I have ever made. Keep up the great work Chris
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
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