Jeremy Morrison

First Avenue Wealth

Platinum

12 Yrs Experience

Mitcham, VIC 3132

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Jeremy has extensive history in delivering personal financial advice outcomes. He is passionate about assisting his clients to overcome the financial hurdles that they are facing, and he does so by holding a strong focus on use of a methodical and thoughtful approach.

Essentially acting as a financial project manager, Jeremy works closely with clients to break down the complexity of their concerns, which then in turn allows suitable solutions to be applied. In this context, Jeremy’s skills in the ‘discovery phase’ of the engagement, is the most critical and most valuable part of the journey.

Whether it be a large or small concern that is needing attention, Jeremy is always happy to hold the conversation with his clients, in order to understand the options are available.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Shares & Investments
Aged Care
Tax Strategies
Growing Assets
Wills & Estates

5.00 July 2024

Jeremy is very knowledgeable in the areas we needed advice, we were well informed, which made us very comfortable in making our decisions. He was always available via phone or in person to promptly answer all our questions and concerns in detail. His willingness and genuine interest in helping us through this transition was amazing. We will definitely recommend him to family and friends without hesitation.

5.00 July 2024

Jeremy was referred to myself for my mum by a friend and we couldn’t have been happier. Jeremy was friendly, helpful and incredibly knowledgeable of what my mum needed to do for her future. Would highly recommend!!

5.00 May 2024

Jeremy has been my financial adviser for over 10 years. He is personable, trustworthy and very knowledgeable. His advice is designed for my specific requirements; definitely not a one size fits all. I couldn't recommend Jeremy highly enough.

5.00 April 2024

Jeremy has been my financial adviser for many years. During that time he has unfailingly worked to help my husband and I manage our superannuation and retirement funds. Since the death of my husband he has been a trusted adviser on many aspects of my finances and continues to help me plan for the future. I have complete trust in him and unreservedly recommend him to anyone needing financial advice.

5.00 March 2024

Jeremy has been our adviser for a number of years. His attentive style has seen Jeremy obtain a clear understanding of us as a couple currently and what we wish for our future. Our most current interaction saw Jeremy undertake a financial health check for us. The process from the initial catch up, advice, recommendations and implementation of changes was completed as expected. Jeremy is strong with the detail and is thorough as he monitored any changes being implemented, which was extremely reassuring for us. We are delighted Jeremy is our adviser, we are in great hands.

Adviser status Platinum
Rating 5.00
Number of reviews 6
First year providing advice 2012
Years of experience 12
Highest qualifications
- Graduate Diploma of Financial Planning
- Certified Financial Planner (CFP)
Language spoken
- English

First Avenue Wealth

Building 1, Ground Floor, Office 2, 630 Mitcham Road
Mitcham, VIC 3132

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Consultum Financial Advisers Pty Ltd

AFSL 230323

Jeremy Morrison

First Avenue Wealth

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First Avenue Wealth

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Consultum Financial Advisers Pty Ltd