Gavin Colosimo

First Financial Pty Ltd

Gold
10 Yrs Experience
Melbourne, VIC 3000

Recent reviews

First Financial Pty Ltd

Level 2, 90 Collins St
Melbourne, VIC 3000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 6
  • First year providing advice 2012
  • Years of experience 10
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Licensed by

First Financial Pty Ltd

AFSL 481098

4.90
6 Reviews
5
4
3
2
1
5.00
Clear communication
4.80
Knowledge & expertise
5.00
Customer care
4.85
Likely to recommend
Showing reviews 1—6 of 6

Sort by

4.75

"Gavin has been providing advice on our self-managed super fund for several years now. One of Gavin's strengths is his ability to listen to our goals and then to work with us to find the best way for us to achieve them. Gavin has always been available to provide information and discuss any concerns. I have no hesitation in telling others of our confidence in Gavin and First Financial."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We are impressed with Gavin's comprehensive knowledge of the current financial markets as applicable to our SMSF and his ability to explain things in language which we could easily understand. We are also impressed with his eagerness to please and answer our every query."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Gavin has provided sound advice after undertaking extensive research of my situation and options. I am very confident with his recommendations and appreciate the level of explanation provided."

  • Government Assistance
  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Gavin has given us sound advice in superannuation, pensions, shares and asset growth. His knowledge, experience and advice on these subjects have proven very beneficial to us. Gavin genuinely cares about his clients and we would certainly recommend him to anyone looking for financial advice."

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I am an ex WHK Sydney client who became very dissatisfied with the change of ownership and eventually being transferred away from Sam Mantarro to some replacement advisor without any consultation or information whatsoever. I contacted Sam and asked if he could recommend anyone in Melbourne who operates similarly to the original WHK and he recommended contacting Chris White.I had an initial meeting with Chris and Gavin and was immediately completely comfortable with First National managing my Portfolio.My experience since has been one of complete confidence and satisfaction and quick response to any queries.I would have no hesitation in recommending First Financial to any person who asked my advice on a Superannuation matter."

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have dealt with Gavin Colosimo for around six years now after he was recommended to me. I highly recommend him to anyone who needs an amazing Financial Advisor. He has always been available for me by phone or in person and has explained and delivered his services with the utmost care, making me feel like he genuinely wants to know me and help me. He is very easy to deal with and I never feel like I am bothering him with small questions. Thank you Gavin for your assistance and time and I look forward to a continued relationship with you and your colleagues for many years. Linda Walker"

  • Superannuation
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—6 of 6

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Growing Assets

Qualifications & Training

Bachelor of Commerce (Finance)

Level
7 - Bachelor Degree
Institution
Deakin University
Completed
2005

Accredited Listed Product Adviser (ALPA)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2014

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2013

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2016

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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