EXCELLENT Based on 110 reviews Posted on Noreen McMenamanTrustindex 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 on Kate WTrustindex 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 on EddieTrustindex 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 on Barbara SearleTrustindex 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 on Ailsa McDermidTrustindex 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 on Tony MyliusTrustindex 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 on sue BrodrickTrustindex verifies that the original source of the review is Google. Would highly recommend CCA Financial Planners. Chris and his team,with their professional knowledge have prepared all our finances in preparation for retirement,and helped with the transfer of our business to a family member. The commitment was outstanding,in constantly keeping us informed either by email,text or phone ,could not have done this without you all, appreciate everything you’ve done and look forward to the coming years with your guidance.Posted on Jill PageTrustindex verifies that the original source of the review is Google. Ben is efficient, reliable and trustworthy. I feel he gives safe sensible advice.Posted on George DjoneffTrustindex verifies that the original source of the review is Google. Zoom meetings are very convenient, run on time and cover every aspect needed.
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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