Mission

Every day, we help our clients achieve financial success by helping them navigate the financial maze with confidence that will truly empower them to Dream… Plan…. Do……

Vision

We are Victoria’s go to, leading edge financial planning firm, helping our clients transform their lives by providing the clarity and confidence to secure their financial future.

Values

Inspiration,
Innovation, Passion,
Teamwork, Fun,
Wow Factor!

Bank First Chooses CCA Financial Planners as Trusted Financial Planning Advisors

We are proud to announce that Bank First has sold its financial planning service to CCA Financial Planners (CCAFP), trusting us with the stewardship of its financial planning clients. This decision reflects our shared commitment to delivering high-quality, holistic financial advice that aligns with Bank First’s core values of putting clients and Members first. As a customer-owned bank that reinvests in its Members and the wider community, Bank First’s ethos resonates with our own client-centric approach.

Find out more

What our clients say about CCA Financial Planners

      EXCELLENT  
   Based on 175 reviews 
    
 
 
 
   
 
 
       Posted on Google  
   
   Pranil Singh 
 
 
 
 Trustindex verifies that the original source of the review is Google. Was really good thing to have insurance through CCA financial Planners. They have supported me through this 20 years and finally when I was unable to work they helped with my TPD claim. Great work from CCA financial planners.
  
 
      Posted on Google  
   
   frank holmes 
 
 
 
 Trustindex verifies that the original source of the review is Google. We have had Ben as a financial advisor for many years and have always found him friendly and helpful.His knowledge of the financial world and the advice he has provided for us have always been sound .
  
 
      Posted on Google  
   
   Allan Davey 
 
 
 
 Trustindex verifies that the original source of the review is Google. Another year gone and another informative and supportive annual review with Marcello completed. His comprehensive knowledge of products and the market always results in professional and appropriate advice. Thank you Marcello and CCA team. I have no hesitation in recommending CCA Financial Planners for trustworthy financial advice.
  
 
      Posted on Google  
   
   Joseph Roussel 
 
 
 
 Trustindex verifies that the original source of the review is Google. My wife and I just had a review of our investments with our financial adviser, Steve Perrett. We must say that the plan prepared for us by Steve met all our expectations. We feel very confident that our short and long term financial goals will be met. In fear of repeating ourselves, we must add how explicitly the plan was explained to us.
  
 
      Posted on Google  
   
   Kevin Foster 
 
 
 
 Trustindex verifies that the original source of the review is Google. Great information and explanation of our best pathways. Marcello has delivered all that he says he can and has maintained our investments to a high order
  
 
      Posted on Google  
   
   Gary Ryan 
 
 
 
 Trustindex verifies that the original source of the review is Google. Excellent service, high level of knowledge. Easy to understand with good communication. I am feeling confident
  
 
      Posted on Google  
   
   Peter Andrews 
 
 
 
 Trustindex verifies that the original source of the review is Google. Very informative, great customer service and results driven.
  
 
      Posted on Google  
   
   Franca Luca 
 
 
 
 Trustindex verifies that the original source of the review is Google. Just had a review with Marcello Rogliano. Amazing service and very thorough. He has taken his time to explain things and taken any stress out of planning our finances.
  
 
      Posted on Google  
   
   Lynda Stafford 
 
 
 
 Trustindex verifies that the original source of the review is Google. Enjoyed dealing with Anjali. She’s very efficient and very knowledgeable. She also enjoys a chat. ❤️

CCA Financial Planners

Our team of financial advisors offer tailored financial advice programs that cater to people at all stages of life.

We will provide you with a complete picture of your finances, reach your goals and get the most out of your financial position with a 100% transparent program that is customised to your individual circumstances.

Start to Wealth

Our Beginners guide to Wealth program is for those who are just starting out their journey to Wealth and are ready to take the first step to a more secure financial future.

Improve Your Financial Future

On your way to Wealth

Our Wealth Program is for those wanting to take their next step with Wealth creation and create financial security. The program will provide the confidence to improve and secure the financial foundation you have already created.

Grow Your Wealth

Quality Wealth Management

Our Wealth Management Program is designed for those with an existing well established base — we can offer you the advice you need to grow and get the best return on these assets.

Maximise Your Wealth

Why Choose CCA Financial Planners?

Long & Proud History
since 1989

Award Winning
Smart Advice

Unique Transparent
Software

Quality
Polices

Certified
Financial Planners

Help when you need
it most – At claim time!

Latest News

Sep102026

Generation Mortgage: Why younger Australians face a very different retirement

Retirement, Superannuation10.09.26

Generation Mortgage: Why younger Australians face a very different retirement By Vanguard Super and retirement A very different retirement awaits For generations of Australians, owning the family home outright by retirement was almost taken for granted. You bought a house during your working years, gradually paid down the mortgage and ideally entered retirement debt-free, with…