EXCELLENTBased on 36 reviews
Trustindex verifies that the original source of the review is Google.
Karen Paterson2024-09-27It is always a pleasure catching up face to face with Chris, Terry and the CCA team for our annual review!! We started our relationship with Chris nearly 25 years ago and we are very happy with the services and advice that CCA provide. We highly recommend their services to anyone who is wanting to consolidate and strengthen their financial securities.Trustindex verifies that the original source of the review is Google.
Ramzi abduljadayel2024-09-23Beautiful office and great team!Trustindex verifies that the original source of the review is Google.
ron camilleri2024-09-12I highly recommend Chris and the team at CCA for any financial advice for your financial future. Chris is very good at explaining 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.Trustindex verifies that the original source of the review is Google.
Rod Clark2024-08-19My wife and I got together later in life but the CCA Team has set us up with a SMSF that will have us more than comfortable in retirement. We are constantly working on "our" plan together with the experts at CCA. There is regular communication between us and the results we are getting have been amazing!! We highly recommend the CCA team. 👍🏻Trustindex verifies that the original source of the review is Google.
paul speirs2024-07-30Experienced and knowledgeable team highly recommended company always a pleasure to work with.Trustindex verifies that the original source of the review is Google.
Shaun Mangan2024-07-17Many thanks to CCA for their commitment to managing our finances so professionally and effectively, particularly to Marcello and Elton. Special mention to Elton who today spent no less than 3 hours on the phone to Centrelink successfully resolving a difficult issue on our behalf. His persistence and commitment to getting the job done is commendable. Very grateful!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.
| 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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