EXCELLENT Based on 45 reviews Val Turner2025-04-14Trustindex verifies that the original source of the review is Google. Very happy with the time taken to go through everything and explain the various options with us. Marcello was very helpful Beryl Leslie2025-03-20Trustindex verifies that the original source of the review is Google. We have been with CCA for many years now and have always been very happy with their services. They always treat us with care and understanding. We met Elton for the first time this year, and he was great. He was able to explain everything we needed to know about our investments. He took time to answer all our questions with patience and ensured that we understood our finances. We will definitely recommend CCA, Chris and Elton to anyone who needs financial services Darrell & Beryl Leslie Francesco Falvo2025-02-20Trustindex verifies that the original source of the review is Google. We have been working with Marcello for three years now and we feel our relationship continues to develop. We have a trust and with that confidence in discussing our financial position with Marcello and how best to make it continue to grow well into the future. We always feel good coming out of our meetings with Marcello. The kid is highly recommended! Jarrod Helliar2025-02-20Trustindex verifies that the original source of the review is Google. Couldn't be happier with CCA. Fantastic service. HIGHY!!! recommend. We should have jumped on this years ago. Thank you. Michael Waldegrave2025-02-05Trustindex verifies that the original source of the review is Google. I had the pleasure of working with Marcelo and the team at CCA Financial Planners, and I can't recommend them highly enough! From the very first meeting, Marcelo's expertise and genuine care for my financial goals were evident. He took the time to understand my unique needs and provided clear, tailored advice that helped me feel confident about my financial future. The team at CCA is professional, approachable, and always willing to answer questions, making what could be a complex process feel easy and stress-free. Thanks to Marcelo and the CCA Financial Planners team, I now have a solid financial plan in place, and I feel empowered to make informed decisions. If you're looking for a financial planner who truly has your best interests at heart, I highly recommend Marcelo and his team! Chris Egan2025-02-05Trustindex verifies that the original source of the review is Google. We had our first meeting with Chris and Elton this morning and it was brilliant. They explained a very clear plan and we now feel a lot more confident about the future. Looking forward to dealing with them in the future!!!! Georgina Shirres2024-12-22Trustindex 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. Johnny Meyer2024-11-18Trustindex 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.
Abey Australia – Tool Maker
CCA Financial Planners assisted me throughout my claim. I found Chris in particular to be helpful assuring me along what was an almost stressful period (whilst the insurance company investigated my claim) that he would get the claim paid.
Thank you for your sensational service. You are brilliant!
Joseph Korbel

Joseph Korbel with CCAFP Team
Borg Brothers – Manager
CCA Financial Planners helped me to choose insurance that was right for me.
Chris and his staff assisted me with my claim and I was happy with the outcome.
Charlie Borg
Prendergast Plumbing – Director
Sincere thanks to CCA Financial Planners for their support & caring attitude they showed me during a very emotional and trying time.
It was refreshing to know somebody was taking care of our financial matters while I was dealing with the death of my wife.
Neil Prendergast
Ladiv Pty Ltd – Business Consultant
CCA FP assisted me greatly throughout a difficult and drawn out claim. The fact the claim was drawn out had nothing to do with CCA. They and in particular Stephanie Farrar, CCA’s Client Service Manager, was able to bring the claim to a satisfactory conclusion.
Stephanie demonstrated a great deal of persistence, professionalism and knowledge of risk insurance matters.
I would also like to thank Chris Cachia for his advice during what was a difficult and stressful period.
Richard Holland
Valley Maintenance – Cabinet Maker
Hi Chris
Just a short note to say thank you for all your help not only getting me insured but making my Total disability claim a fuss free process.
Words really can’t describe what you have done for me, not only getting a lump sum payment organized when I forgot I was even insured. Just one phone call form my employer to advise of my accident and you guys just went to work to organize my lump sum.
I am writing my story so you can use my unfortunate event to tell other people that they too should get insured, and what a fuss free way of doing it – all my premiums were paid by my super fund.
The value of your advice to me was priceless, I have no hesitation recommending the team at CCA Financial Planners but a special thanks goes to Chris and Hayden.
Albert Ellul
Tomas & Tomas – Managing Director
CCA FP have been fantastic. I can’t recommend Chris & his team higher.
My claim started in May 2003 when I was diagnosed with a brain tumor. My income protection policy kicked in after the one month waiting period and I have had no problems with any payments. In the past 48 months I have been unable to work for, 28 of those months I have had income protection for all of the time I was off. During this time Chris and his staff would contact me to make sure all is well.
Before I became ill, I was a health & fitness fanatic with a resting heart of 49 bpm. Who would of thought that I would be ill. It can really happen to anybody.
Thank god I had something.
Dusko Tomas
L.U. Simon Builders Pty Ltd – Planning Manager
Our company uses CCA FP as our corporate super advisor. All members of our company have nothing but appreciation for CCA FP.
We always get quick attention and service to our queries on matters relating to financial planning and on super regulations. Requests to roll over funds or to print out interim statements were always carried out promptly.
It is refreshing to see old fashion service and values being delivered by our advisors, CCA FP.
Anthony Ho
Logiworks Partners – Manager
Chris has been extremely helpful over the past 5 years continually following me up to ensure the products and service are aligned to my needs.
A recent example that completely amazed me was how after a brief discussion on health issues, Chris immediately identified a clause in my policy that allowed me to successfully claim a significant financial amount. A total surprise!
David Irvine
Mirconite Film Productions – Director
Initially when Chris Cachia took over our portfolio, he arranged to meet with us and we were very impressed with his extensive knowledge of his business and what options were open for us. Chris had several very constructive suggestions for our business which we adopted over time.
Over the years CCA have reviewed our insurance policies and kept abreast of what was the most suitable policies for our needs and ensured that we have the best policies. It was always reassuring knowing that someone was keeping track of it all, as we didn’t have the time or the inclination to constantly do this.
Last year we needed to use our Business Expenses and Personal Income insurance due to an illness of one of the directors. This was an exceedingly stressful time and it was a great relief to be able to call CCA to assist with the process of claiming.
Chris was tremendous, he worked through it all with us patiently and made it much easier for us, as the paperwork can be quite daunting and confusing. Chris did this for us without adding more stress to the situation. CCA lodged the claims and henceforth we have been dealing directly with the insurance company, but Chris has kept in touch to ensure we are OK.
We have no hesitation in referring CCA’s services to anyone who wants to ensure they are getting the best financial advice and insurance protection.
Gwen Allen
Alloy Welding Services – Director
Dear Chris and Stephanie,
I wanted to express my gratitude for all your assistance with my disability claim. Your experience and knowledge in the field of disability claims process and making sure the necessary information was provided to the insurance company was invaluable.
You successfully helped guide me through the paperwork and claims process – educating me from the beginning on what needed to be done with my claim. You have been there every step of the way and your genuine care and passion for your business is so obvious and greatly appreciated.
I would be happy to whole-heartedly recommend you to anyone in the future.
Yours Sincerely,
Wei Zhu
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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