EXCELLENTTrustindex verifies that the original source of the review is Google. Professional and expert advice from Chris and Terry everytime has taken the worry out of financial planning for our future retirement. We would highly recommend using CCA for your financial well-being, location and views of Docklands are amazing.Posted onTrustindex verifies that the original source of the review is Google. We are relatively new clients at CCA Financial Planners, and specifically Marcello along with Ashleigh and Flora . They deal efficiently with our needs, including Centrelink communications and reviews of our investments. They are a caring, supportive team who provide us with peace of mind and always friendly responses.Posted onTrustindex verifies that the original source of the review is Google. Thank you very much Dominic for your assistance with many things finance. You have been very professional and always following up with great communication. I am very confident that my money is being looked after as am I. 😊Posted onTrustindex verifies that the original source of the review is Google. Highly recommend these guys. They are professional, hardworking and transparent. They communicate frequently and clearly, and are happy to explain things carefully in layman's terms. Their investment strategies have given us good returns and we feel confident that this will continue. If you are looking for a knowledgeable Financial Planner who will help you maximise your Super, CCA is worth exploring.Posted onTrustindex verifies that the original source of the review is Google. We've just recently retired and have engaged with Marcello Rogliano and staff of CCA Financial Planners and would like to say how happy we are to have made the choice. They all have provided professional, friendly, accommodating, prompt service to us. Thank you for all your great work team, long may it continue. We wish you all a very Merry Christmas and a prosperous, healthy, happy New Year!Posted onTrustindex verifies that the original source of the review is Google. Thank you Marcello for your time today and for all of your support over the years to help manage my superannuationPosted onTrustindex verifies that the original source of the review is Google. Paul Patman has been my financial advisor for many years. I rely on, trust and have confidence in his professional financial advice. Paul has recently joined CCA Financial Planners and continues to be my financial advisor, thankfully. I am more than satisfied with my contact with CCA to date. I receive responses to my emails in a timely manner and phone calls to CCA are handled in a courteous and professional manner. I am also pleased with the frequency of updates I receive from CCA.Posted onTrustindex verifies that the original source of the review is Google. My dealings with Marcello have always been professional, friendly and thorough, I feel confident I’m in good hands regarding my financial future.Posted onTrustindex verifies that the original source of the review is Google. Ben is efficient, reliable and trustworthy. I feel he gives safe sensible advice.
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
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 |
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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