CCA Financial Planners
About the company
CCA Financial Planners is a financial planning firm based in Melbourne, Victoria. CCA Financial Planning Pty Ltd trades as CCA Financial Planners. It employs CERTIFIED FINANCIAL PLANNER® professionals. Christopher Cachia is a Senior Financial Planner, Director – Chief Executive Officer, and Business Principal. The team includes Marcello Rogliano, Anjali Sharma, Ben Holian, Paul Patman, Steve Perrett, Xavier Cachia, and Elton Rodrigues. Elton Rodrigues is a Provisional Advisor. Bank First sold its financial planning service to CCA Financial Planners.
What customers say
Based on genuine customer reviews
CCA Financial Planners is a financial planning practice based in Docklands, Victoria, whose Google listing shows a 5 average from 184 reviews. This directory entry classes it among local financial planners. The review count suggests an established, ongoing practice rather than a recent listing.
Reviews
Reviews are taken from publicly available sources.
Christine and I have been dealing with Ben from CCA Financial Planners for a number of years now and are able to trust his judgement completely. He takes the time to explain the ways he is handling our superannuation. He has saved us a considerable amount by re-arranging our finances to legally and morally minimise our future taxation obligations. As we are self funded retirees, his advice is very important to us. Regards, David and Christine Mitchell.
We received great personal service. Marcello showed a deep interest in our plans and our life situation. More importantly our funds have continued to grow, and are supporting our life plans exactly as hoped. It's great not having to worry about money! When I have needed action I have received prompt efficient attention.
Very Happy with the financial advice received from CCA Financial Planners. From our first meeting with Adye Douglas We have both felt comfortable knowing the advice received and input provided has been in our best interest.
Christopher and his team have been professional, honest, and approachable throughout our 16.5 years. They took the time to explain everything clearly, which gave us a much better understanding of how the system works. We couldn't be happier with the service and highly recommend them.
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.
Chris and his team have been advising my wife and I since mid 2018 and their skill and knowledge has enabled us to build up a successful and substantial 'nest egg', thus allowing for a comfortable retirement. Well done CCA team and may you continue to prosper.
The service from our planner Marcello and the team that supports him is excellent. The team follow up to ensure we have our annual review and are available at any time to answer any queries. They also know more about retirement and the supports available to ensure we get the best to which we are entitled.
Financial advisers & planners in Melbourne compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Melbourne are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | CCA Financial Planners (this page) | ★ 5,0 | 184 | Yes |
| 2 | Coastal Advisory Australia - Melbourne | ★ 5,0 | 11 | No |
| 3 | FMD Financial | ★ 5,0 | 125 | No |
| 4 | Verse Wealth | ★ 5,0 | 240 | Yes |
| 5 | Stephan Independent Advisory | ★ 5,0 | 2 | No |