Your feedback is appreciated

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 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

Do you have any other comments? CCA genuinely care about their clients. They give great advice, their experience & knowledge is very reassuring.

Cheryl McCrystalDecember 2021

“This was our first session with Marcello having been with CCA for a few years and we were a little uneasy with the changeover from Chris.

We appreciated his professionalism and  knowledge of our portfolio. Thank you for providing continued confidence with your services.”

Trish SDecember 2021

Your feedback is appreciated

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

Please advise if you think there are areas where we can improve our service Chris needs to follow a better AFL team, otherwise keep up the great work so when travel is fully allowed again we can continue with the lifestyle that CCAFP have gained for us👍

Do you have any other comments?  as per previous for Chris

Hans van LieropDecember 2021

Your feedback is appreciated

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 5/5
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? 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
Chris BottoOctober 2021

Thanks Marcello

You have been excellent to deal with and I would recommend you to anyone.

Thank you

Thank you

Amy MonetSeptember 2021

Your feedback is appreciated

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 4/5
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
Peter GoodwinSeptember 2021

Your feedback is appreciated

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

Please advise if you think there are areas where we can improve our service Personally I think Chris and his team are doing brilliant job. Chris has me covered in every department and is brilliant. Only one thing comes to mind.When government changes the rules regarding SMSF or anything in general, it would be great  if I was informed. ( in my case I been told I can take my money anytime I want, and I’m in tax free department, but when I was in desperate situation to withdraw the money last year I got taxed) which caught me by surprise, because I did  withdraw before age of 60 years old. That’s probably only thing.apart from this, everything is perfect .

Do you have any other comments?  No, I’m pretty happy with Chris and team.

Jozef Korbel September 2021

Hi Chris,

Hope you and the family are well.

Can I just say that we couldn’t be happier with the service we have been getting from Ongoing dealings with yourself, Luke, Samantha & Marcello and their extensive knowledge in their chosen fields. It is a credit to CCA to have such passionate employees that create a personal relationship with their clients.

TONY GORMLEY | Managing Director Metro Air (Vic) PTY LTDAugust 2021

CCA financial planners have changed my future! I can now say with CCA guidance I am creating wealth and foundations for a prosperous future, skills my childhood and education left me lacking. I’m truly grateful to Marcello and the CCA team for continuous support, understanding and for ensuring my financial security. Kristy Pont 32years

Kristy PontAugust 2021

Hi Marcello,

Gordon and I would like to thank you very much for your careful handling of our finances. It was great to hear that with you advice, you have been able to demonstrate the our funds will last longer.

It was very astute of you to suggest investing that lazy money we had sitting in our savings account. We can certainly see that this has been a great improvement.

Once again, thank you Marcello for your good advice and care and look forward to catching up soon.

Margaret BakerApril 2021