Colleen Jamieson2024-03-03I deal with Marcello. He does everything right by me and I trust him completely. He patient and everything he does for me perfect
Elizabeth Schuliga2023-12-19Our 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 Porta2023-11-14I 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 tarola2023-10-05Chris 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 camilleri2023-09-25I 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 foster2023-09-13Chris & 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 Peel2023-08-10I 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 bugeja2023-03-23I am still very happy with the service I get I know my money is very safe
Seelan Pillay2023-02-02We 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.
Trish Santo2022-12-05Appreciate the time and attention given at the meeting to address our questions. As always, a very professional and friendly approach.
Your feedback is appreciated
| The service I received met or exceeded my expectations | 4/5 |
| 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? CCA genuinely care about their clients. They give great advice, their experience & knowledge is very reassuring.
“This was our first session with Marcello having been with CCA for a few years and we were a little uneasy with the changeover from Chris.
We appreciated his professionalism and knowledge of our portfolio. Thank you for providing continued confidence with your services.”
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 Chris needs to follow a better AFL team, otherwise keep up the great work so when travel is fully allowed again we can continue with the lifestyle that CCAFP have gained for us👍
Do you have any other comments? as per previous for Chris
Your feedback is appreciated
| The service I received met or exceeded my expectations | 4/5 |
| 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 | 4/5 |
| I am satisfied with the value of advice I receive from my financial adviser | 4/5 |
| 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 |
Thanks Marcello
You have been excellent to deal with and I would recommend you to anyone.
Thank you
Thank you
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 | 4/5 |
| 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 Personally I think Chris and his team are doing brilliant job. Chris has me covered in every department and is brilliant. Only one thing comes to mind.When government changes the rules regarding SMSF or anything in general, it would be great if I was informed. ( in my case I been told I can take my money anytime I want, and I’m in tax free department, but when I was in desperate situation to withdraw the money last year I got taxed) which caught me by surprise, because I did withdraw before age of 60 years old. That’s probably only thing.apart from this, everything is perfect .
Do you have any other comments? No, I’m pretty happy with Chris and team.
Hi Chris,
Hope you and the family are well.
Can I just say that we couldn’t be happier with the service we have been getting from Ongoing dealings with yourself, Luke, Samantha & Marcello and their extensive knowledge in their chosen fields. It is a credit to CCA to have such passionate employees that create a personal relationship with their clients.
CCA financial planners have changed my future! I can now say with CCA guidance I am creating wealth and foundations for a prosperous future, skills my childhood and education left me lacking. I’m truly grateful to Marcello and the CCA team for continuous support, understanding and for ensuring my financial security. Kristy Pont 32years
Hi Marcello,
Gordon and I would like to thank you very much for your careful handling of our finances. It was great to hear that with you advice, you have been able to demonstrate the our funds will last longer.
It was very astute of you to suggest investing that lazy money we had sitting in our savings account. We can certainly see that this has been a great improvement.
Once again, thank you Marcello for your good advice and care and look forward to catching up soon.
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