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.
Electromold Pty Ltd – Director
I would like to take this opportunity to send my sincerest thanks to you both for all of your assistance in regards to my recent accident and the related claim.
I have been very lucky so far in life that I have not needed to use any insurance, even the ones that you have so adequately arranged, however November’s accident was a whole different story.
I will never again complain about paying for insurance, although I do not ever want to be in that position to make a claim again. I can however rest easy knowing that if anything happens to me (god forbid) that both my family and I are covered and will be financially stable, taking a lot of pressure off a very stressful time.
Chris, thank you for taking the time initially to go through our needs and supply me with the best, and correct coverage that would suit my needs. Also your and Sarah’s support, concern and assistance in helping obtain the claim was fantastic and made an utterly “shitty” experience a whole lot easier to handle. I can not believe how easy the claim process was, so thanks again.
At times your job would be a thankless one and it is only when someone has a problem that you end up showing what you are really worth. So take it from me that you do a fantastic job and from day one you were very professional and totally accurate in regards to my requirements. It has been a pleasure dealing with you and an honour to be your client.
Once again thank very much,
Sincerely
Anthony Cook
Hydraulink Fluid Connectors Pty Ltd – Director
My past adviser simply sold me a product and didn’t review my policies for years, after changing advisers to CCA FP we have found that each year our insurance’s are shopped around for the best deal, my firm has saved thousands.
Paul Speirs
Accountant
It was always refreshing to have a broker who is willing to change insurance companies to save me money!! Keep up the good work!!!
Daniel Rep
Theo Franken Pty Ltd – Chartered Accountant
Chris Cachia has advised us on all our life, trauma and income protection insurance matters for several years now and have found that he has always been conscientiously dedicated to finding the most cost effective insurance to meet our needs.
Furthermore, in running an accounting practice I have referred several of my clients to him because of my confidence and trust that he will also provide the same high level of service to them in listening and attending to their needs.
Theo Franken
Harberger Farm Supplies Pty Ltd – Director
We have used CCA FP for some time now and have found Chris very competent and reliable on every occasion.
His knowledge on insurance and financial matters seems vast and he gives sound advice when required.
His attention to detail and prompt service to our requests is refreshing to see.
We therefore have no hesitation in recommending CCA FP.
Keith Harberger
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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