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.
We are very appreciative of the comprehensive research that has been carried out on our investments.
We are also appreciative of the various suggestions made to improve our overall financial situation.
For some years CCA has guided us to a very happy retirement.
I have found Chris and Adam and the team at CCA financial planners to be very helpful regarding my financial situation, they are professional in every way and have given us great advice over a long period of time, I would recommend them to anyone looking at there financial future.
Marcello was wonderful, made the process of comparing quotes and applying for insurance very easy. He took the time to ensure that I understood all aspects of the process. I now have piece of mind that me and my family are looked after.
Dear Marcello,
We are writing to pass on our sincere thanks for all your work in setting up our life insurance and income protection policies. No one expects to be faced with a serious illness diagnosis in their 30s and the requirement to examine your financial future in a completely different light. You quickly and efficiently identified our financial requirements and found us a range of high quality insurance products that would ensure our family’s financial security into the future. We greatly appreciated your ongoing communication and commitment to assist us should we ever need to claim on our policies in the future. We are extremely grateful for your service.
Best wishes
Thank you for your email Zafar.
Thanks to you and the whole CCA team for helping us set everything up. We have had a great experience and everyone was so helpful. We will be sure to refer friends and family to you in the future.
We’ll be in touch if needed or will see you in May next year.
CCA Fp assisted me throughout my claim, I found Chris and David in particular to be helpful assuring me along what was almost a stressful period (whilst the Insurance company investigated my claim) that I would get the claim paid. Initially the company declined my claim, believing I was fraudulent. CCA Fp negotiated with the company and had my claim paid whilst I was still in hospital and not aware of what was going on. I have no hesitation in recommending CCA Fp.
To Marcello, Chris and Team,
Thank you for all your hard work!
Marcello you really have looked after me, following up every detail and making sure my claim process ran smoothly.
It’s been a financially difficult time due to the injury so I’m really glad to see the value in the income protection you provided and the premiums we’ve paid.
Chris, you’ve built a strong team of staff and associates, co-ordinating flawlessly with Butler C.A., your brokers and lenders. I look forward to a long and prosperous future working with you to build my family’s financial future through our various projects.
I hope to be getting back to work as soon as possible and look forward to seeing you soon.
Our first contact with Marcello was through Butlers Chartered Accountants, Ballarat.
Communication from the start was friendly, understanding and patient.
We have time constraints that come with running a trade business and a large family, Marcello was always understanding and patient with our response time.
With our insurance application, Marcello was always highly proficient, excellent at presenting quality products that was best tailored to our situation and needs.
The process for us was flawless and when the time came to making a claim, we were in strong capable hands and relived of all the stress for what could have been a far more serious situation had we not had income protection.
The entire process, from application to claim, has been uncomplicated. We have been able to continue run our business and family household whilst we recover from injury.
We hope to continue our business relationship with Marcello and staff long into the future.
Unfortunately my claim with the insurer did not go as smoothly as we would have liked during a very difficult time. However after speaking with Cameron from CCA Financial Brokers and seeking his Brokers and seeking his assistance I felt a lot more reassured that someone was on my side. He was always available to answer any concerns or to just listen to my story.
Through his persistence and industry knowledge the final outcome was very favourable. I appreciated his patience, professionalism and overall effort to get the claim back on track.
CCA FP assisted me throughout my claim, I found Chris and David to be helpful assuring I reach a resolution to my claim. During the process I had great communication of the progress of each stage.
We compare products from the following companies
