Business Details
Your Trusted Financial Partner in Mitcham
At First Avenue Wealth, we are dedicated to providing comprehensive financial solutions tailored to meet the unique needs of our clients. Our team of experienced professionals combines expertise in accounting, financial planning, and mortgage broking to deliver integrated services that simplify complex financial matters. With a focus on personalized service, we work closely with individuals and businesses to achieve their financial goals through strategic tax planning, wealth management, and access to competitive loan products. Our commitment to excellence is reflected in our client testimonials, which highlight our ability to deliver results with professionalism and care.We operate as Authorised Representatives of Consultum Financial Advisers Pty Ltd, ensuring adherence to the highest regulatory standards. Our mission is to provide convenience, simplicity, and time-saving solutions, allowing clients to focus on what matters most to them. With offices in Mitcham, Victoria, we serve clients across Melbourne and Australia-wide, building long-term relationships based on trust and reliability.
Services
Accounting Services
Financial Advice
Home Loans
Self-Managed Super Fund
Debt Management
Investment Planning
Tax Preparation
Mortgage Broking
Wealth Creation
Retirement Planning
Highlights and features
- We offer integrated accounting, financial advice, and loan services under one roof
- Our team includes Certified Financial Planners with decades of combined experience
- We prioritise personalised service with no hidden fees or complex jargon
- Access to 20+ lenders for competitive home loan solutions
- Proven track record in SMSF establishment and retirement planning
Associations and certifications
- Consultum Financial Advisers Pty Ltd
What people say
Great Help and Comfort
Professional
Very pleased
Caring and Understanding
Peace of Mind
Services
Accounting Services
Our accounting team helps businesses and individuals optimise tax outcomes while ensuring compliance with Australian Taxation Office requirements. We specialise in business accounting, personal tax returns, and SMSF administration. Clients benefit from proactive tax-saving strategies and seamless integration with broader financial planning services.
Financial Advice
Certified Financial Planners provide tailored advice across retirement planning, investment management, and insurance solutions. We create customised strategies aligned with life stages, from first-home buyers to retirees. Our process includes comprehensive needs analysis and ongoing portfolio management to adapt to changing circumstances.
Home Loans
With access to 25+ lenders, we source competitive home loan products for first-time buyers, investors, and refinancers. Our brokers simplify the application process and negotiate terms on your behalf. Services include loan structuring, debt consolidation, and SMSF property financing with expert guidance throughout the transaction.
Self-Managed Super Fund
We offer end-to-end SMSF solutions including fund establishment, compliance, and investment strategy. Our accredited specialists manage tax implications and regulatory requirements while optimising retirement savings. Clients receive ongoing support for fund administration and trustee obligations.
Debt Management
Our advisors develop tailored debt reduction strategies combining budgeting techniques and loan refinancing options. We help clients manage personal and business debts through consolidated repayment plans and cash flow optimisation, aiming to restore financial stability within realistic timeframes.
People
Sam Rawson
Principal | CA Accountant
Chartered Accountant with expertise in business accounting and tax strategy. Provides clear advice on company structures and compliance matters for small businesses and individuals.
Harro Wennrich
Certified Financial Planner
CFP professional specialising in retirement planning and investment management. Known for compassionate service and expertise in insurance claims and Centrelink entitlements.
Jared Casement
Certified Financial Planner
Experienced mortgage broker and financial planner with 10+ years in SMSF advisory. Helps clients achieve property investment goals while maintaining compliance with superannuation regulations.
Steve Johnson
Principal | CPA Accountant
CPA qualified accountant focusing on personal tax returns and business financial reporting. Provides straightforward advice to simplify tax compliance for individuals and SMEs.
Jeremy Morrison
Certified Financial Planner
Specialises in transition-to-retirement strategies and estate planning. Combines technical expertise with client-focused communication to build long-term financial security.
Questions
What financial services do you offer?
We provide accounting, financial advice, and mortgage broking services including SMSF management, retirement planning, and home loan solutions.
Are you qualified financial planners?
Yes, our team includes Certified Financial Planners (CFP) with specialist accreditations in SMSF and retirement strategies.
Do you service clients outside Melbourne?
We work with clients Australia-wide through virtual consultations while maintaining our Mitcham office for local clients.
How are your mortgage brokers compensated?
Our brokers receive commissions from lenders at no additional cost to clients, with no hidden fees.
What accounting software do you use?
We work with major platforms including Xero and MYOB, providing cloud-based solutions for business clients.
Can you help with Centrelink entitlements?
Yes, our financial planners specialise in maximising government benefits while maintaining long-term wealth strategies.
Reviews (4)
Leith Robertson
Nov 20, 2021
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Great team, genuinely interested in helping you get the best out of your finances. Harro has been helping me from a financial planning perspective and Sam with our taxes for years now and couldn't be happier.
David
Aug 20, 2017
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Highly recommend the team at FAW for all the services they provide. I have been dealt with incredibly well, especially by Jared and I can not speak highly enough of him, he always goes that extra mile.
Wendy McWilliams
Aug 08, 2017
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We are very pleased with Sam and the team at First Avenue Wealth and would recommend them to anyone looking for a professional accounting practice in the eastern suburbs.
Charli C.
Jun 14, 2017
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Cannot recommend the team at First Avenue more highly. Absolutely fantastic to deal with! Accountants are super quick, and Financial Planner Jared is seriously the best man to see for all your finance questions.
