vic Date: 10-06-2025

Top 11Financial Services in in Docklands VIC

FinancialAddress
1CCA Financial PlannersLevel 15, 19/401 Docklands Dr, Docklands VIC 3008, Australia
2Advantedge Financial Services Pty Ltd788 Bourke St, Docklands VIC 3008, Australia
3Investors Direct Financial GroupLevel 23, Tower 5/727 Collins St, Docklands VIC 3008, Australia
4Spartan Financial406/100 Harbour Esplanade, Docklands VIC 3008, Australia
5Plum Financial ServicesShop 3/800 Bourke St, Docklands VIC 3008, Australia
6network financial group228/838 Collins St, Docklands VIC 3008, Australia
7outsource FinancialSuite 1118, Level 11/401 Docklands Dr, Docklands VIC 3008, Australia
8White Knight Financial Services Pty Ltd1506/401 Docklands Dr, Docklands VIC 3008, Australia
9A & T Financial Services750 Collins St, Docklands VIC 3008, Australia
10Profinancial1217/401 Docklands Dr, Docklands VIC 3008, Australia
11MMA Financial Planning750 Collins St, Docklands VIC 3008, Australia

1.CCA Financial Planners

Address: Level 15, 19/401 Docklands Dr, Docklands VIC 3008, Australia

Imges CCA Financial Planners

(82) user ratings total:

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

2.Advantedge Financial Services Pty Ltd

Address: 788 Bourke St, Docklands VIC 3008, Australia

(5) user ratings total:

ultimobile been trying to get these people to register a discharge for an old NSW mortgage loan for the last 5 months which I need them to do to be able to do before I can do any transfer of title on that property Ive sent Advantedge 8 emails with all the requested details since September including paying the relevant fee. Theyre sent me 11 emails - the last 4 of which have been basically similar - we dont seem to have your details or record of payment - please send these details I sent them a copy of the email chain of the same details being sent to them in my previous 3 emails - so yeah whats up with that - anybody home there? Im now on hold longer than expected due to COVID etc - thank you for waiting - your time is valuable to us - well see how long this takes so far this place seems like the Dead Letter Office - where communication goes to die. Im hoping to speak to a manager to get this WOFTAM sorted - lets hope theyve got a real person behind their call-waiting music ...
1 /5
Diem Tran A truly embarrassing brand and customer experience. Every interaction with this business has been painful. I rang weeks ago to notify of a discharge, returned all the forms, had a conveyancer manage settlement, and still you managed to process a direct debit on the day I discharged – even after I called to ask that my DD be cancelled. Well done, idiots. So glad I never have to deal with you ever again. 10/10 don’t recommend.
1 /5

3.Investors Direct Financial Group

Address: Level 23, Tower 5/727 Collins St, Docklands VIC 3008, Australia

(4) user ratings total:

Nathan Aggressive Sales Tactics. They tried to change my SuperFund to a "better" one (1.5% Annual Commission Fee on top of the regular Service Fees) and sell me a $2 Million Life Insurance policy (I have no dependents.) I was then introduced to the Property Manager who wanted me to pay a deposit on a house that I said I wasnt interested in numerous times. Steer Clear.
1 /5
J Its been years since but I remember this one time I was renting a house from them and the property manager used a key unnounced and came inside. I moved out the day after.
1 /5

4.Spartan Financial

Address: 406/100 Harbour Esplanade, Docklands VIC 3008, Australia

(3) user ratings total:

Jarvia Sua i recommend this place to anyone who wants your taxes done as individual or business i have been going to see Tony since 1990s he is very thorough and if you are in doubt he will answer all your question :)
5 /5
Darren Pope Tony is a legend, highly recommend for getting taxes sorted, so easy.
5 /5

5.Plum Financial Services

Address: Shop 3/800 Bourke St, Docklands VIC 3008, Australia

(21) user ratings total:

Steph S I called about my annual statement and they couldn’t actually explain to me the extra $350 worth of so called “non fees.” The fund made me $0 in a financial year, cost me $800 in fees so I recently moved my super to another fund and $680 has just disappeared and they can’t explain that either. White collar criminals. Keep away!!!!
1 /5
Lindsay Fowler A lot of fees and crap returns. A bank account would have been a better fund. Glad I realised and got out.
1 /5

6.network financial group

Address: 228/838 Collins St, Docklands VIC 3008, Australia

(2) user ratings total:

David Mansell Terry dolina and Jen have been fantastic with helping me with my refinance application I did make it hard for them but nothing was to much trouble for them they were very professional with communication about the application I highly recommend the Team at network financial group
5 /5
Bryce Ireland We have been using Network Financial Group for the last few years to help with all of our personal and business taxes. They have proven to be reliable, proactive and very responsive on following up on our requests. These are the only accountants I would recommend (after having 2 not so great experiences with other companies in the past) its a 5 out of 5 from us!
5 /5

7.outsource Financial

Address: Suite 1118, Level 11/401 Docklands Dr, Docklands VIC 3008, Australia

(19) user ratings total:

mario stepancic Outsource Financial has been an outstanding partner in every sense. The team is knowledgeable, responsive, and genuinely invested in the success of their brokers. Their systems are easy to navigate, and the training and support they offer make a significant difference in staying on top of industry changes.
5 /5
Puneet Dhawan An aggregator with a passion to succeed. Outsource encourage all brokers to be successful and CEO Tanya Sale is always available to take your call unlike many CEO across industries. She is the real difference.
5 /5

8.White Knight Financial Services Pty Ltd

Address: 1506/401 Docklands Dr, Docklands VIC 3008, Australia

(17) user ratings total:

venny nguyen I recently worked with Ben to secure a mortgage for my dream home, and I was thoroughly impressed with the exceptional service he provided! From start to finish, he was knowledgeable, responsive, and went above and beyond to ensure a smooth and stress-free experience. His expertise and guidance helped me navigate the complex process with ease, and I was able to secure a great interest rate. I highly recommend Ben to anyone looking for a reliable and skilled mortgage broker. 5 stars and thank you again!
5 /5
Mick Lam Ben from White Knight has helped me finance and refinance on three separate occasions, and has positively delivered each time. He takes the time and effort to understand your unique situation, and presents you with a shortlist of suitable options to choose from. Having a mortgage can be stressful. But I have absolute confidence that Ben makes my financial goals his own, which gives me peace of mind in knowing that Im being looked after.
5 /5

9.A & T Financial Services

Address: 750 Collins St, Docklands VIC 3008, Australia

10.Profinancial

Address: 1217/401 Docklands Dr, Docklands VIC 3008, Australia

11.MMA Financial Planning

Address: 750 Collins St, Docklands VIC 3008, Australia