Trustindex verifies that the original source of the review is Google.
ERIC O'ROURKE2024-06-27My wife and I have been with CCA for 3 years. Through turbulent times and good in the financial arena we have had nothing but outstanding results. Highly recommend their services.Trustindex verifies that the original source of the review is Google.
Tracy Roberts2024-06-17CCA and Marcello helped me through my insurance claims after my accident and have been very successfully managing my superannuation since.Trustindex verifies that the original source of the review is Google.
Ming Chau2024-05-27Easy, friendly and responsive services. ThanksTrustindex verifies that the original source of the review is Google.
Dr Jo Messenger2024-05-21Chris, Terry and their team are my financial rocks. I sincerely appreciate them and their expertise.Trustindex verifies that the original source of the review is Google.
Tony LaVella2024-05-15I have now been associated with CCA for over six years and have dealt with Christopher Cachia personally in that time, he has a very personel approach to his clients and makes you truly appreciate and feel totally trustworthy in just how much experience he has in the industry, joining CCA has been the best financial decision I have ever made. Keep up the great work ChrisTrustindex verifies that the original source of the review is Google.
Kerri Mcknight2024-05-03Very professional and friendly team. Marcello is wonderful to deal with giving us lots of ideas leading up to retirement. We certainly would recommend them. K&R McKnightTrustindex verifies that the original source of the review is Google.
Colleen Jamieson2024-03-03I deal with Marcello. He does everything right by me and I trust him completely. He patient and everything he does for me perfectTrustindex verifies that the original source of the review is Google.
Elizabeth Schuliga2023-12-19Our retirement has been made so much more comfortable and stress free with this amazing team. Very warm and professional and extremely supportive when I needed them. I had to deal with a govt dept which I was dreading and Elton took over and resolved everything for us. Chris set us up with Zafar and Elton and they are such an asset to the company. I wouldn’t hesitate to recommend this firm to anyone and my advice is don’t walk but run to CCA financial planners….it will be the best decision you’ll ever make.
| The service I received met or exceeded my expectations | 4/5 |
| I believe my adviser and the team have the technical knowledge to meet my financial needs | 5/5 |
| My relationship with CCA staff is strong and one of trust | 4/5 |
| The communication following our appointment was delivered in a timely manner and easy to understand | 5/5 |
| I believe the advice provided will help me achieve my goals | 5/5 |
| I am satisfied with the value of advice I receive from my financial adviser | 4/5 |
| How would you rate your experience with our support staff? | 5/5 |
| How would you rate your experience with your financial adviser? | 5/5 |
| How likely are you to use CCA for your future financial planning advice? | 5/5 |
| How likely are you to recommend CCA to a friend or colleague? | 5/5 |
| The service I received met or exceeded my expectations | 5/5 |
| I believe my adviser and the team have the technical knowledge to meet my financial needs | 5/5 |
| My relationship with CCA staff is strong and one of trust | 5/5 |
| The communication following our appointment was delivered in a timely manner and easy to understand | 5/5 |
| I believe the advice provided will help me achieve my goals | 5/5 |
| I am satisfied with the value of advice I receive from my financial adviser | 5/5 |
| How would you rate your experience with our support staff? | 5/5 |
| How would you rate your experience with your financial adviser? | 5/5 |
| How likely are you to use CCA for your future financial planning advice? | 5/5 |
| How likely are you to recommend CCA to a friend or colleague? | 5/5 |
We have been more than satisfied with the service and advice provided by Chris Cachia and staff over the five years of our association with CCAFP. The last few years have not been easy from a share/financial investment perspective yet our self-managed fund has been able to overcome various setbacks beyond CCAFP’s control and dividend payouts have been relatively good given the financial turbulency.
| The service I received met or exceeded my expectations | 5/5 |
| I believe my adviser and the team have the technical knowledge to meet my financial needs | 5/5 |
| My relationship with CCA staff is strong and one of trust | 5/5 |
| The communication following our appointment was delivered in a timely manner and easy to understand | 5/5 |
| I believe the advice provided will help me achieve my goals | 5/5 |
| I am satisfied with the value of advice I receive from my financial adviser | 5/5 |
| How would you rate your experience with our support staff? | 5/5 |
| How would you rate your experience with your financial adviser? | 5/5 |
| How likely are you to use CCA for your future financial planning advice? | 5/5 |
| How likely are you to recommend CCA to a friend or colleague? | 5/5 |
I am very satisfied with the service the team at CCA provide.
| The service I received met or exceeded my expectations | 5/5 |
| I believe my adviser and the team have the technical knowledge to meet my financial needs | 5/5 |
| My relationship with CCA staff is strong and one of trust | 5/5 |
| The communication following our appointment was delivered in a timely manner and easy to understand | 5/5 |
| I believe the advice provided will help me achieve my goals | 5/5 |
| I am satisfied with the value of advice I receive from my financial adviser | 5/5 |
| How would you rate your experience with our support staff? | 5/5 |
| How would you rate your experience with your financial adviser? | 5/5 |
| How likely are you to use CCA for your future financial planning advice? | 5/5 |
| How likely are you to recommend CCA to a friend or colleague? | 5/5 |
The team are terrific, well prepared and sound advice provided.
I am writing to thank Marcello Rogliano for all the work he has done to settle my two total and Permanent Disability claims. Marcello alerted me to my eligibility to claim TPD after my accident in 2016, I wasn’t aware that I could claim. He negotiated the complex and differing requirements of MLC and AIA, chasing down lost documents and stalled processes for well over a year until both companies recognised my claims.
I am looking forward to working with him as we work out how to manage my payments and my financial future.
Regards,
Tracy Roberts
| The service I received met or exceeded my expectations | 4/5 |
| I believe my adviser and the team have the technical knowledge to meet my financial needs | 5/5 |
| My relationship with CCA staff is strong and one of trust | 3/5 |
| The communication following our appointment was delivered in a timely manner and easy to understand | 4/5 |
| I believe the advice provided will help me achieve my goals | 4/5 |
| I am satisfied with the value of advice I receive from my financial adviser | 5/5 |
| How would you rate your experience with our support staff? | 4/5 |
| How would you rate your experience with your financial adviser? | 5/5 |
| How likely are you to use CCA for your future financial planning advice? | 5/5 |
| How likely are you to recommend CCA to a friend or colleague? | 4/5 |
| The service I received met or exceeded my expectations | 5/5 |
| I believe my adviser and the team have the technical knowledge to meet my financial needs | 5/5 |
| My relationship with CCA staff is strong and one of trust | 5/5 |
| The communication following our appointment was delivered in a timely manner and easy to understand | 5/5 |
| I believe the advice provided will help me achieve my goals | 5/5 |
| I am satisfied with the value of advice I receive from my financial adviser | 5/5 |
| How would you rate your experience with our support staff? | 5/5 |
| How would you rate your experience with your financial adviser? | 5/5 |
| How likely are you to use CCA for your future financial planning advice? | 5/5 |
| How likely are you to recommend CCA to a friend or colleague? | 5/5 |
| The service I received met or exceeded my expectations | 5/5 |
| I believe my adviser and the team have the technical knowledge to meet my financial needs | 5/5 |
| My relationship with CCA staff is strong and one of trust | 5/5 |
| The communication following our appointment was delivered in a timely manner and easy to understand | 5/5 |
| I believe the advice provided will help me achieve my goals | 5/5 |
| I am satisfied with the value of advice I receive from my financial adviser | 5/5 |
| How would you rate your experience with our support staff? | 5/5 |
| How would you rate your experience with your financial adviser? | 5/5 |
| How likely are you to use CCA for your future financial planning advice? | 5/5 |
| How likely are you to recommend CCA to a friend or colleague? | 5/5 |
| The service I received met or exceeded my expectations | 4/5 |
| I believe my adviser and the team have the technical knowledge to meet my financial needs | 5/5 |
| My relationship with CCA staff is strong and one of trust | 5/5 |
| The communication following our appointment was delivered in a timely manner and easy to understand | 4/5 |
| I believe the advice provided will help me achieve my goals | 4/5 |
| I am satisfied with the value of advice I receive from my financial adviser | 4/5 |
| How would you rate your experience with our support staff? | 4/5 |
| How would you rate your experience with your financial adviser? | 5/5 |
| How likely are you to use CCA for your future financial planning advice? | 5/5 |
| How likely are you to recommend CCA to a friend or colleague? | 5/5 |
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