EXCELLENT Based on 175 reviews Posted on Google Pranil SinghTrustindex verifies that the original source of the review is Google. Was really good thing to have insurance through CCA financial Planners. They have supported me through this 20 years and finally when I was unable to work they helped with my TPD claim. Great work from CCA financial planners.Posted on Google frank holmesTrustindex verifies that the original source of the review is Google. We have had Ben as a financial advisor for many years and have always found him friendly and helpful.His knowledge of the financial world and the advice he has provided for us have always been sound .Posted on Google Allan DaveyTrustindex verifies that the original source of the review is Google. Another year gone and another informative and supportive annual review with Marcello completed. His comprehensive knowledge of products and the market always results in professional and appropriate advice. Thank you Marcello and CCA team. I have no hesitation in recommending CCA Financial Planners for trustworthy financial advice.Posted on Google Joseph RousselTrustindex verifies that the original source of the review is Google. My wife and I just had a review of our investments with our financial adviser, Steve Perrett. We must say that the plan prepared for us by Steve met all our expectations. We feel very confident that our short and long term financial goals will be met. In fear of repeating ourselves, we must add how explicitly the plan was explained to us.Posted on Google Kevin FosterTrustindex verifies that the original source of the review is Google. Great information and explanation of our best pathways. Marcello has delivered all that he says he can and has maintained our investments to a high orderPosted on Google Gary RyanTrustindex verifies that the original source of the review is Google. Excellent service, high level of knowledge. Easy to understand with good communication. I am feeling confidentPosted on Google Peter AndrewsTrustindex verifies that the original source of the review is Google. Very informative, great customer service and results driven.Posted on Google Franca LucaTrustindex verifies that the original source of the review is Google. Just had a review with Marcello Rogliano. Amazing service and very thorough. He has taken his time to explain things and taken any stress out of planning our finances.Posted on Google Lynda StaffordTrustindex verifies that the original source of the review is Google. Enjoyed dealing with Anjali. She’s very efficient and very knowledgeable. She also enjoys a chat. ❤️
Field Force – Building Inspector
Thanks Belinda for your excellent advice and products…You have made complicated insurance decisions extremely easy, compared to other advisers we have dealt with.
I’m blown away by how easy you have made this for me and your friendly and obliging manner is a breath of fresh air compared to my various past conversations with other insurance contacts.
You are excellent at what you do, its a shame there aren’t more advisers like you!
Mr John Dowling
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
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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