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

 

Kerri McKnightMay 2023
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

 

Elizabeth SchuligaMay 2023

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.

Robert Busselmann and Patrizia La TorreMay 2023
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.

Nicholas DingleyMay 2023
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.

Vince BolgerMay 2023

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

Tracy RobertsMay 2023
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

 

Richie GeeApril 2023
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

 

Maria GrixtiApril 2023
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

 

Karen Smith
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

 

Gavin WalkerApril 2023