CCA Financial Planners is a name you can trust when it comes to providing financial advice, comprehensive research to compare current and discontinued life insurance policies, superannuation, pension funds and effective measures for income protection. As a financial planner since 1989, we have been doing this service for over 30 years now. You can be assured to get only the best strategy and advice for all your financial planning and insurance requirements.
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We offer a unique workplace financial planning service, which involves on-site financial planning for all staff members. This has become one of our most sought after services with “Choice of Super” legislation; yet we have been providing this service to companies since 1992. Our services have proven to increase staff morale and alleviate the administration requirements for both the company and staff in relation to their superannuation.
2017 – Partners with GPS Wealth Ltd – Multi Award winning AFSL
2012 – Partners with Beacon Wealth
2010 – MLC – 2nd Place – Highest Growth Award – Large Business Category
2009 – Tower – 1st Place – Rising Star Award
2009 – MLC – 1st Place – Highest Growth Award – Large Business Category
2009 – Partnered with Garvan Financial Planning
2009 – Charbel Boutros awarded Quality Advice Accreditation
2008 – Partnered with Super Choice
2005 – Ranked amongst the top 11 advisers nationally for MLC Self Employed Businesses
2004 – CommInsure Highest Sales Achievement
2004 – MLC Top Achiever Award
2003 – Awarded Quality Advice Accreditation from Apogee FP
2001 – Ranked amongst the top 5 Financial Planners in Apogee FP in Australia
2000 – Established CCA Financial Planners Pty Ltd
1997 – Christopher Cachia became a CERTIFIED FINANCIAL PLANNER ® professional | CFP ®
Became a member of the Financial Planning Association
Established choice of fund distribution with Financial Synergy
1995 – GIO awarded Christopher Cachia No. 1 Adviser in Australia
1994 – GIO awarded Christopher Cachia amongst the Top 25 Advisers in Australia
1992 – Christopher Cachia – Director is awarded “Rookie Adviser of the Year” for GIO Australia
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….
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.
We believe in operational excellence and realise that there is always room for improvement.
This means that our work is never done. In order to stay ahead of the competition, we need to continuously innovate as well as make incremental improvements to our operations, always striving to make ourselves more efficient, always trying to figure out how to do something better. We use mistakes as learning opportunities.
We must never lose our sense of urgency in making improvements. We set and exceed our own high standards, constantly raising the bar for competitors and for ourselves.
We value passion, determination and perseverance.
Passion and determination are contagious. We believe in having a positive and optimistic (but realistic) attitude about everything we do because we realise that this inspires others to have the same attitude.
Be humble and respectful of everyone.
While we celebrate our individual and team successes, we are not arrogant nor do we treat others differently from how we would want to be treated.
We carry ourselves with a quiet confidence because we believe that, in the long run, our character will speak for itself.
CCA want to create an environment that is friendly, warm and exciting.
We are more than just a team – we are a work family. We watch out for, care for and go above and beyond for each other because we believe in and we trust each other.
Top team members take initiative when they notice issues so that the team and the company can succeed. The best team members take ownership of issues and collaborate with other team members whenever challenges arise.
The best team members have a positive influence on one another and everyone they encounter. They strive to eliminate any kind of cynicism and negative interactions. They strive to create harmony.
CCA culture is what makes us successful.
In our culture, we celebrate and embrace our diversity and each person’s individuality. We want people to express their personality in their work by working to their strengths.
One of the advantages of promoting being the best you can be, is that it encourages people to think outside the box and be more innovative.
When you combine fun at work, it ends up being in the best interest for everyone-employees are more engaged in the work that they do, and the company as a whole becomes more innovative.
Our client’s financial wellbeing is our number 1 priority, exceeding client’s expectations with great service.
To WOW, we must differentiate ourselves and do something that’s above and beyond what’s expected. Bearing in mind everything we do has an emotional impact on the receiver.
We are not an average company, our service is not average, and we do not want our people to be average.
Whether internally with co-workers or externally with our clients we must deliver WOW results.
Our philosophy at CCA is to WOW with service and experience.