ExcellentBased on 23 reviewsColleen 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 perfectElizabeth 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.Anthony La Porta2023-11-14I have known Chris since childhood and he has always been such an authentic and good human. I feel very comfortable sharing with Chris my financial information and aspirations. Chris always gives me sound advice that is the best fit for me and my circumstances. I wouldn't entrust this with anyone else. Thanks Chris and the team at CCA.dino tarola2023-10-05Chris and the CCA team have been wonderful resource to assist with my financial planning. They present it in a manner that make's it very easy to understand and always have time to to respond to any concerns. Highly recommend there service.ron camilleri2023-09-25I recommend Chris and the team at CCA for any financial advice for your financial future. Chris is able to explain it in a way that you are able to understand and gives you confidence. I have been advised by Chris for a number of years and I have not regretted my decision and look forward to continuing my association with Chris and the team at CCA.lynette foster2023-09-13Chris & Terry are so qualified with their financial planning. I am very happy with the service from CCA. I highly recommend them to anyone. They give you all the information you need and also all the attention you need. The service is excellent.Janice Peel2023-08-10I couldn't be happier with Marcello, he is always there if you need anything and is a fantastic adviser. I am so lucky you have him looking after my finances.faye bugeja2023-03-23I am still very happy with the service I get I know my money is very safeSeelan Pillay2023-02-02We have been with CCA for over 10 years. Its a Great Company to deal with , Marcello always goes above and beyond to get the best outcomes. Very happy with their service.Trish Santo2022-12-05Appreciate the time and attention given at the meeting to address our questions. As always, a very professional and friendly approach.
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 |