The service I received met or exceeded my expectations 5/4
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 5/4
I am satisfied with the value of advice I receive from my financial adviser 5/4
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

 

Battling into PM to the CCA office is a pain

Malcolm PeckDecember 2022
The service I received met or exceeded my expectations 5/4
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 5/4
I am satisfied with the value of advice I receive from my financial adviser 5/4
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? 5/4
How likely are you to recommend CCA to a friend or colleague? 5/5

 

Maintain the personal relationship with your clients

Colin MooreDecember 2022
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 5/4
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? 5/4
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

 

Marcello I’d our broker , he is very knowledgeable about the business, we trust him from day one . Thank you .

Rebecca & Michael
Rebecca HerbstDecember 2022
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

 

None very happy with your service

Doris MancinelliDecember 2022
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

 

All up to expectations 😁

Paul SpeirsDecember 2022
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

 

Roberto MaunaNovember 2022

Marcello is amazing. We have been working with him for a few years now, and he is extremely responsive, forward-thinking and a great support. He is also warm and friendly, and knows our circumstances and situation, and always has our best interests at heart. Nothing is too much trouble for him, and if we are stuck or frustrated with a financial statement, question or dilemma, he is always eager and ready to sort it out for us.

We feel very grateful to have him in our corner.

Thanks Marcello!

Pauline DelanyNovember 2022
The service I received met or exceeded my expectations 5/4
I believe my adviser and the team have the technical knowledge to meet my financial needs 5/3
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 5/4
I believe the advice provided will help me achieve my goals 5/4
I am satisfied with the value of advice I receive from my financial adviser 5/4
How would you rate your experience with our support staff? 5/4
How would you rate your experience with your financial adviser? 5/4
How likely are you to use CCA for your future financial planning advice? 5/4
How likely are you to recommend CCA to a friend or colleague? 5/4

 

Allison RobinsonNovember 2022
The service I received met or exceeded my expectations 5/4
I believe my adviser and the team have the technical knowledge to meet my financial needs 5/4
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 5/4
I believe the advice provided will help me achieve my goals 5/4
I am satisfied with the value of advice I receive from my financial adviser 5/4
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

 

I was very impressed with your business premises.

Lester GreenNovember 2022
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 5/4
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

 

Dominic GaleaOctober 2022