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 | 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 |
Yes, the staff are great and Chris and Zafar super helpful – I always feel valued and well looked after, thanks 🙂
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 happy to know my money is in safe hands
Joe would be very pleased if he was able to comment
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 | 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 | 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 | 5/4 |
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? | 5/4 |
Thanks Marcello, we had a great time.
And we both agreed that we felt very comfortable with you, and are happy to have you manage our finances.
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 |