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.
Hi Chris, Hope you and the family are well. Can I just say that we couldn't be happier with the service we have been getting from Ongoing dealings with yourself, Luke, Samantha & Marcello and their extensive knowledge in their chosen fields. It is a credit to CCA to have such passionate employees that create.
Hi Chris, Hope you and the family are well. Can I just say that we couldn't be happier with the service we have been getting from Ongoing dealings with yourself, Luke, Samantha & Marcello and their extensive knowledge in their chosen fields. It is a credit to CCA to have such passionate employees that create.
Services
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. 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.
The team at CCA Financial Planners will help you plan your financial future. We have the perfect solution for any financial decision you want to make in life whether it is about insurance, superannuation or the correct business structure. We are your financial planning partners making sure you get a secure financial future.
CCA Financial Planners are a group of dedicated advisors who provide a comprehensive range of services about financial planning. We build fool proof strategies to bring people closer to achieving their financial success. Our commitment is to give each of our clients the best suited financial plan, strategy, advice - all that is needed to make sure everything is in place and that they all work towards financial freedom.
We have established ourselves as one of the best and trusted Financial Planners since 1989, providing only quality advice and service. Our clients can expect the same valuable advice whatever the incentive a particular product or service may present. All investment commission that we receive will be refunded in full for our ongoing service clients.
Stock markets go up and Stocks markets go down, with the volatility in the market at an all time high, NOW'S the time to protect your superannuation and pension savings! We can help tailor a package and solution to protect your income and or capital for 10 years, 20 years or life! You still get to grow your capital, lock in gains at your anniversary.
Reviews (10)
Rod Clark
Dec 23, 2021
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Raz Buchner
Sep 28, 2021
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Mary Camilleri
Sep 22, 2021
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That time of year again, reviewing our superannuation account with Chris.
Very happy with the service provided and all the suggestions of what can be done with our account and what needs to be updated.
Chris always does his best to see my goals are achieved.
His team at CCA are always there to help with any concerns I have and I fine them very caring and professional.
I highly recommend Chris and His team at CCA for all your financial and superannuation needs.
I would to Thank Chris for all his knowledge and achievements in reaching my financial goals, especially in this current pandemic climate
Very happy with the service provided and all the suggestions of what can be done with our account and what needs to be updated.
Chris always does his best to see my goals are achieved.
His team at CCA are always there to help with any concerns I have and I fine them very caring and professional.
I highly recommend Chris and His team at CCA for all your financial and superannuation needs.
I would to Thank Chris for all his knowledge and achievements in reaching my financial goals, especially in this current pandemic climate
Carlos Tejedor
Jun 17, 2021
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After having been part of the workforce for thirty years, my wife and I felt the value of our superannuation was not really were we had expected it to be at that point of our careers, so in June 2015 after a recommendation from our accountant we met with CCA Financial Planners.
It certainly was not our only guiding factor, but when we met Chris and the team we felt they had the right culture for what we wanted to achieve. We knew right away Chris and his team were a group of people we could develop a long term relationship which would be based on trust and mutual respect. CCA has always been able
It certainly was not our only guiding factor, but when we met Chris and the team we felt they had the right culture for what we wanted to achieve. We knew right away Chris and his team were a group of people we could develop a long term relationship which would be based on trust and mutual respect. CCA has always been able
R. Cumming
May 24, 2021
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Positive: Professionalism, Quality, Responsiveness
I highly recommend Marcello at CCA. In taking me through the process of arranging new death and TPD insurance and income protection, he was diligent, thorough, professional and a pleasure to deal with. I felt well-informed at all times and appreciated his genuine understanding of my needs.
I highly recommend Marcello at CCA. In taking me through the process of arranging new death and TPD insurance and income protection, he was diligent, thorough, professional and a pleasure to deal with. I felt well-informed at all times and appreciated his genuine understanding of my needs.
Anthony Grixti
Mar 12, 2021
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Matt M.
Oct 12, 2020
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It wont' surprise you when you sign up with a company they provide a good service, it hard for any business to take care of their clients after years, I transferred from another firm to CCA, they provide a excellent services, especially thx to Adam Sobczak, he has look after my profile for many years, very responsible and professional. Again, you wish you never need insurance, however it save your life & families when it happens. Last years few people next to me been diagnostic to had cancer, including one of my family member, the insurance saves me.
Sumit Kini
Jul 28, 2020
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We would like to express our thanks to CCA team for their service over last one year. Expertise and attention to detail with which they have handled our financial affairs was flawless.
Marcello Rogliano explained throughly the overall process and consultations and we never felt uncomfortable asking questions, expressing our opinions to suit our individual needs.
Passion , knowledge and genuine interest in achieving the best for clients is what makes Marcello and his team truly professional financial planners.
We would happily recommend CCA financial planners to anyone wanting personalised service
Marcello Rogliano explained throughly the overall process and consultations and we never felt uncomfortable asking questions, expressing our opinions to suit our individual needs.
Passion , knowledge and genuine interest in achieving the best for clients is what makes Marcello and his team truly professional financial planners.
We would happily recommend CCA financial planners to anyone wanting personalised service
Robbie O. Rourke
Jul 23, 2020
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It is reassuring to have professional advice financial advice that is specific to my stage of life, level of assets, income and future plans. When is it time to hang up the tools? What should i do now to give me the best chance to maximise and protect what I have? Chris (CCA) provided me with practical, easy to understand advice that has paid for itself. He has kept in contact, been steady in his tone and advice and spot on in what has been a challenging 2020.
Gavin
Dec 16, 2018
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I have been with CCA for many years . I have two insurance policies with them for income protection and TPD . Recently had to claim on one of the policies and WOW throughout the whole process CCA assisted with my claim. My case was very complex and it took some time to resolve. Adam from CCA was there the whole way and assisted in all aspects . Thanks ADAM and thanks CCA would recommend your services anytime
