Client Testimonials

      EXCELLENT  
   Based on 175 reviews 
    
 
 
 
   
 
 
       Posted on Google  
   
   Pranil Singh 
 
 
 
 Trustindex 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 holmes 
 
 
 
 Trustindex 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 Davey 
 
 
 
 Trustindex 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 Roussel 
 
 
 
 Trustindex 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 Foster 
 
 
 
 Trustindex 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 order
  
 
      Posted on Google  
   
   Gary Ryan 
 
 
 
 Trustindex 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 confident
  
 
      Posted on Google  
   
   Peter Andrews 
 
 
 
 Trustindex verifies that the original source of the review is Google. Very informative, great customer service and results driven.
  
 
      Posted on Google  
   
   Franca Luca 
 
 
 
 Trustindex 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 Stafford 
 
 
 
 Trustindex 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. ❤️

Mr Wei Zhu

June 2007

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

Mr Anthony Cook

May 2007

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

Mr Paul Speirs

August 2006

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

Mr Daniel Rep

August 2006

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

Mr Theo Franken

August 2006

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

Mr Keith Harberger

August 2006

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