CCA Financial Planners - Docklands (VIC)

5 /5 Trudi Gleeson: Anjali Sharma has been a wonderful asset to our financial planning. Her financial knowledge, diligence and professionalism is excellent. Easy to talk with, she listens to our needs and perspectives, and has developed a a financial strategy that is ensuring a very comfortable retirement lifestyle. We can highly recommend Anjali and CCA Financial Advisors.

5 /5 Carolyn Jones: I am very appreciative of the service I have received from Chris, Terry and Dominick. I am not confident with financial issues beyond the basic. Chris and his team communicated by phone, email, text and online meetings and patiently answered my questions and explained my options. I have confidence in their ability to provide the best financial plan for my future.

5 /5 Tony Young: Ive been with CCA for over 12 months now and from the very first phone call with Elton it has been a great experience. I come from a trade background and have very limited knowledge of the financial system. Elton has explained how and where my superannuation is invested, in a clear and simple fashion. Every step is clear and transparent. The personalised service is top notch and hard to find. And the fees are lower than fund I was with! I really appreciate what Chris has created, the first financial service that I have found that is a pleasure to deal with.

5 /5 steve lang: I have had no issues. Marcello has been very helpful to my needs over the years. He is very helpful and knowledgeable plus understanding to circumstances that change unexpectedly. Thanks Steve

5 /5 Anne-Marie Ryan: As a new CCA client, I have been very appreciative of the financial services I have received. My advisor, Angeli in her new position with the company, has continued to provide me with trusted, sound advice. She keeps me well informed throughout the year on the performance of my investments.