EXCELLENTTrustindex verifies that the original source of the review is Google. Thank you very much Dominic for your assistance with many things finance. You have been very professional and always following up with great communication. I am very confident that my money is being looked after as am I. 😊Posted onTrustindex verifies that the original source of the review is Google. Highly recommend these guys. They are professional, hardworking and transparent. They communicate frequently and clearly, and are happy to explain things carefully in layman's terms. Their investment strategies have given us good returns and we feel confident that this will continue. If you are looking for a knowledgeable Financial Planner who will help you maximise your Super, CCA is worth exploring.Posted onTrustindex verifies that the original source of the review is Google. We've just recently retired and have engaged with Marcello Rogliano and staff of CCA Financial Planners and would like to say how happy we are to have made the choice. They all have provided professional, friendly, accommodating, prompt service to us. Thank you for all your great work team, long may it continue. We wish you all a very Merry Christmas and a prosperous, healthy, happy New Year!Posted onTrustindex verifies that the original source of the review is Google. Thank you Marcello for your time today and for all of your support over the years to help manage my superannuationPosted onTrustindex verifies that the original source of the review is Google. Paul Patman has been my financial advisor for many years. I rely on, trust and have confidence in his professional financial advice. Paul has recently joined CCA Financial Planners and continues to be my financial advisor, thankfully. I am more than satisfied with my contact with CCA to date. I receive responses to my emails in a timely manner and phone calls to CCA are handled in a courteous and professional manner. I am also pleased with the frequency of updates I receive from CCA.Posted onTrustindex verifies that the original source of the review is Google. My dealings with Marcello have always been professional, friendly and thorough, I feel confident I’m in good hands regarding my financial future.Posted onTrustindex verifies that the original source of the review is Google. Would highly recommend CCA Financial Planners. Chris and his team,with their professional knowledge have prepared all our finances in preparation for retirement,and helped with the transfer of our business to a family member. The commitment was outstanding,in constantly keeping us informed either by email,text or phone ,could not have done this without you all, appreciate everything you’ve done and look forward to the coming years with your guidance.Posted onTrustindex verifies that the original source of the review is Google. Ben is efficient, reliable and trustworthy. I feel he gives safe sensible advice.Posted onTrustindex verifies that the original source of the review is Google. Zoom meetings are very convenient, run on time and cover every aspect needed.
I am most appreciative of your kindness in arranging to meet at my home because as you know travel is a difficulty for me, so this understanding of my circumstances and willingness to come to me, was most welcome, and I thank you for it.
I was put at ease by your answers to a number of questions I asked, which you clarified succinctly. I am positive about the changes suggested by yourself during this review, all of which instil confidence, and are designed to provide for my well-being and economic security in the years ahead.
I have every confidence in your advice and assistance, I appreciate your friendly approach, and look forward to you, Cigi, and CCA being my financial advisors into the future.
| 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 | 4/5 |
| 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 | 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? | 4/5 |
| 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 | 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 |
| 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 |
Great service, professional and friendly people.
| 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 | 4/5 |
| 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? | 4/5 |
| How likely are you to use CCA for your future financial planning advice? | 4/5 |
| How likely are you to recommend CCA to a friend or colleague? | 5/5 |
CCAFP have allowed us to live well in retirement and Chris and team are a delight to deal with.
| 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 | 4/5 |
| 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 | 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? | 4/5 |
| How likely are you to use CCA for your future financial planning advice? | 4/5 |
| 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 | 4/5 |
| 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 | 3/5 |
| 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 |
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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