First Avenue Wealth

13/05/2026

05/05/2026

The RBA Board has today voted to increase the official cash rate by 25 basis points to 4.35%.

Have questions around this? Our Advisers, Accountants and Mortgage Brokers can help.

28/04/2026

With vast experience in the financial services industry, Suz excels in building and maintaining strong relationships with our valued clients. She is dedicated to ensuring exceptional service delivery and addressing client needs with professionalism and efficiency. Suz plays a vital role in enhancing the overall client experience and is committed to driving client satisfaction to new heights. She is an invaluable asset to our team.
In her spare time, Suz and her family make the most of their leisure time discovering and exploring all things outdoors, locally, and regionally, especially boating and being by the water.

24/04/2026

Today, we reflect on the enduring legacy of the ANZACs – courage, resilience, and mateship. We honour those who have served and who continue to serve.

Lest we forget

21/04/2026

Jared is one of our directors. With over 20 years in the industry, Jared holds expert knowledge across all aspects of Financial Planning. He is committed to providing his clients with personalised service and it is his desire to make a difference by actively engaging with his clients. He is skilled at explaining often technical concepts in client-friendly language.
As a highly motivated member of the lending team, Jared is passionate about helping people to navigate the home buying process, and he thrives on achieving excellent outcomes for all of his clients.
Outside of work, Jared treasures quality time with his three wonderful children and wife. In his spare time Jared also enjoys coaching and playing basketball, barracking for the Geelong Cats in the AFL, the odd DIY project around the house and watching movies.

14/04/2026

Wendy is a Certified Practicing Accountant (CPA) with more than 10 years’ experience in public practice, working for small and medium sized businesses to help them achieve their goals and ensuring they are always on top of their compliance obligations.
Wendy’s role at First Avenue Accounting includes preparation of annual financial statements of various industry clients, preparation of annual taxation returns of various entities such as self-managed superannuation funds, companies, partnerships, trusts as well as individuals.
Outside of work, she enjoys spending time with her young family camping and exploring beautiful parts of Australia and outdoor activities such as bike riding and hiking.

08/04/2026

Brad is a dedicated professional with a unique blend of rural roots and financial expertise. Growing up on a farm in North-West Tasmania instilled in him a strong work ethic and appreciation for community. After relocating to Melbourne and completing his degree in 2022, Brad embarked on the Professional Year to finalise his qualifications in financial advice.
With seven years of experience in the financial advice industry, he is now poised to cement himself as a financial adviser in 2026, helping clients achieve their financial goals.
Outside of work, Brad enjoys watching basketball and football, with a special passion for the Sydney Swans in the AFL. His diverse background and passion for helping others make him well-suited to guide individuals through their financial journeys.

02/04/2026

Wishing you a happy and relaxing Easter

We’ll be taking a short pause over the long weekend, closed on Good Friday and Easter Monday.
Back on deck Tuesday – until then enjoy the chocolate, family time and a little switch-off

01/04/2026

Jenny is our much-loved receptionist who has been working in her current role for 29 years, so she brings a wealth of office and administrative experience with her! She loves having constant contact with clients and the variation that her role brings. Her professionalism, willingness to help and her warm personality make her a comforting first port of call for any queries (both clients and staff!). She takes great care in making sure that each client receives the highest level of customer service.
Jenny is a mother to 4 beautiful children and enjoys having special time with her family, especially her precious grandchildren! In her spare time, she loves going to the gym and catching up with friends.

24/03/2026

Samuel is a qualified Chartered Accountant who has been in the industry for over 20 years. With a wide range of expertise in all matters of taxation and accounting, he is able to deliver high-value services to his clients – ensuring that he works with them to achieve the best possible outcome. He gets a kick out of crunching the numbers and helping people to succeed.
When he’s not diving into spreadsheets, Samuel enjoys cheering on his beloved North Melbourne team, AI, Technology and Space. Married to the lovely Renee and a proud parent of two, Samuel’s door is always open