EXCELLENTTrustindex verifies that the original source of the review is Google. Anjali Sharma has been a wonderful asset to our financial planning. Her financial knowledge, diligence and professionalism is excellent. Easy to talk with, she listens to our needs and perspectives, and has developed a a financial strategy that is ensuring a very comfortable retirement lifestyle. We can highly recommend Anjali and CCA Financial Advisors.Trustindex verifies that the original source of the review is Google. When I met with Anjali at Bank 1st yesterday, she was great. She was polite, explained the policies very clearly, and impressed me with her customer service approach.Trustindex verifies that the original source of the review is Google. As a long time client I always found your service invaluable and your advise of good quality.Trustindex verifies that the original source of the review is Google. As a new client with CCA there was a lot to get my head around. Xavier and Elton took me through every detail clearly. This gave me a lot of confidence going forward that they have my best interests front of mind. ThanksTrustindex verifies that the original source of the review is Google. Very helpful and professional staff. Really seem to have your welfare at heart.Trustindex 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 helpfulTrustindex 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 LeslieTrustindex 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!Trustindex 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.
| 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 | 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 |
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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