Jeremy Morrison

First Avenue Wealth

Gold
12 Yrs Experience
Mitcham, VIC 3132

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.

Expertise

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

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 3
  • 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

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323