Meet the Team

AdvDip FP, Dip FBM, CertIV FM, CertIII FS

Aaron joined First Financial in February 2022 as a paraplanner and now leads the day-to-day operations of the Paraplanning Team. He began his career in financial services at just 16 years old through a school-based traineeship and has since worked across a range of licensees. With over 12 years of paraplanning experience, Aaron brings deep technical knowledge and a broad understanding of financial advice, banking, and mortgage broking.

MFinPlan, BCom, LLB

Aaron joined the Advice Team at First Financial in 2022, bringing a strong foundation in financial advice, law, and finance. He began his career in the financial services industry in 2018 and has since developed a well-rounded skill set that supports his holistic approach to client strategy. He holds a Bachelor of Laws and a Bachelor of Commerce with a major in Finance. He later completed a Master of Financial Planning to deepen his technical knowledge and client service capabilities.

MMan Fin, BSc, CFA Level III, Dip Arts

Abby began her career in financial planning and quickly discovered that the most rewarding part of the role was helping people through their financial journey. After taking a few years off to make music, she returned to the industry in 2023 and is now focused on growing her career. Abby is a collaborative team player who takes initiative and approaches her responsibilities with enthusiasm and a client-first mindset.

CFP®, BBus, BSc, AdvDip FS

Adam joined First Financial in 2008 and has spent over a decade helping clients build personalised financial plans tailored to their unique goals and circumstances. With a strong financial planning and wealth management background, Adam works closely with individuals and families to grow their investments, protect their assets, and plan confidently for the future.

MBus, BCom

Adela joined First Financial in 2016, bringing with her over a decade of experience in financial services. She began her career in risk and private banking in 2010 with BT Financial Group before moving to RBS Morgans, where she spent five years as a private client adviser. These formative roles gave her a deep understanding of investment markets and strategic planning skills, which she now applies daily to support her clients.

CFP®, BFin

Adrian joined First Financial in 2018 and has been a financial adviser since 2011. With over a decade of experience in the advice industry, he delivers thoughtful, tailored strategies to help clients build wealth, protect what matters, and feel more confident about their financial future. Adrian’s career began with a fascination for the complexities of finance and a strong desire to simplify it for others.

BCom

Ali joined First Financial in 2022 as part of the Client Services Team before transitioning into an associate adviser role in 2024. This progression has given her a strong foundation in the financial planning process and an appreciation for the positive, long-term impact quality advice can have on clients’ lives. Her role allows her to support both advisers and clients while continuing to build her technical knowledge and experience.

BCom

Amy joined First Financial in 2021 as part of the Client Services Team, before stepping into the role of associate adviser in 2022 and then as associate adviser team leader in 2025. With experience across accounting, the ATO, and finance roles in the marketing sector — all while completing her university studies — Amy brings a well-rounded perspective and a strong work ethic to every client interaction.

CFP®, BSc, AdvDip FS

Anthony joined First Financial in 2006 as a technical analyst and has grown with the business over nearly two decades. Starting in the Technical Team, he was responsible for developing strategic and investment advice — a foundation that now informs his role as a financial adviser. With years of hands-on experience, Anthony brings deep technical insight and a calm, client-focused approach to every financial plan he creates.

GDip FP, BCom, LLB

Brad joined the financial advice profession in 1995, following early career experience as a lawyer. He considers himself lucky to have found a vocation that aligns closely with his passion and values.

Over the decades, Brad has built a reputation for delivering strategic and investment advice that makes a genuine, long-term difference in people’s lives. He specialises in helping individuals and families define success and then shaping clear, practical strategies to achieve it—often by maximising the benefits of Australia’s superannuation system, setting up tax-free retirement cash flow, and investing with confidence and clarity.

BBus

Brad joined First Financial in 2022 as a client service administrator and stepped into the role of associate adviser in 2023. With a background in client service and a natural eye for detail, he quickly made his mark as someone who brings focus and initiative to the team. Now, Brad works closely with advisers to shape clear, personalised strategies — and plays a hands-on role in helping clients implement their plans.

CFP®, BFin, AdvDip FP

Brendan joined First Financial in 2006, beginning his journey in support roles within the Advice Team. Early on, he worked closely with two advisers, helping develop and implement strategic and investment advice. His deep interest in client outcomes and years of hands-on experience led to his promotion to financial adviser in 2015 after earning his Certified Financial Planner® designation.

BBus, BFinPlan

Brenton joined First Financial in 2021 as a paraplanner, bringing with him a year of prior industry experience. Over the next three years, he built strong technical knowledge and a deeper understanding of the advice process, which paved the way for his transition into associate adviser in 2024. With a long-term goal of becoming a financial adviser, Brenton continues to build on his expertise with curiosity and drive.

Dip FS

Brylie is the head of technology operations across the Group, where she leads the strategic use of technology to drive efficiency, streamline processes, and support the operational needs of the business.

BCom, GDip FP

Cameron joined First Financial in 2021 and has since advanced through various roles across the client services and associate adviser teams. Over the past few years, he has worked closely with one of the firm’s founding principals, positioning him well for the next step in his career, becoming a financial adviser.

CFP®, AdvDip FS

Chris joined First Financial at the very beginning of his career—in a role officially titled “trainee,” though he fondly recalls spending much of that time making coffee and filing papers. What stood out even then was his appetite for learning and his ability to grow alongside the business. Over the years, Chris has evolved into a trusted financial adviser and now head of advice, bringing a deep technical knowledge and a passion for helping clients achieve their goals.

GDip FP, GCert SMSF, BBus

Daniel joined First Financial in 2016, beginning his career in the Client Services Team before progressing into the role of associate adviser in 2019. In this role, he works closely with several advisers to help manage their client portfolios, ensuring each client receives a seamless and supportive experience at every stage of their financial journey.

GDip FP, Dip Fin & MBM

David joined First Financial in 2025 as a financial adviser, providing clients with strategic guidance to help them achieve their financial goals and broader lifestyle aspirations. He began his journey in financial services in 2009, working across various roles in personal banking before moving into the advice profession in 2017. With experience spanning retirement planning, tailored investment solutions, and tax strategies, David brings technical knowledge and a deeply human approach to his work.

GDip AF, GDip FP, BBus

David joined First Financial in 2021 and has been a financial adviser for over 20 years, following a broader career in financial services that began in investment management, marketing, and product development. He thrives on helping clients uncover what matters most to them, then building flexible, long-term financial strategies that support lasting security and peace of mind.

CFP®, GDip FP, BBus

David first joined First Financial in 2025, bringing with him 15 years of industry experience and believing every client has a story worth listening to. Financial advice is personal; ever since 2010, when he entered the industry straight from university, he has been driven by a simple goal: helping people take control of their financial lives and build a future they’re genuinely excited about.

CFP®, BBus, BEd, Dip FP, Dip Ed

David joined First Financial in August 1998 and has provided personalised financial advice since 2000, forming many long-standing relationships with clients. David brings over 25 years of experience to the table, but what really stands out is how he uses it. With a calm, personable manner and a teacher’s intuition for simplifying the complex, he’s helped hundreds of people navigate the path to retirement with confidence.

BBus

Annie joined the firm in July 2010 as an administration assistant in the SMSF Team. Since then, she has steadily progressed through several roles, moving from Fund Administrator to Senior Fund Administrator, and now serves as assistant manager – superannuation. Her long-standing commitment and deep understanding of SMSF administration make her a valued team member.

CFP®, BCom, AdvDip FS

Duncan joined First Financial in 2021 and works closely with clients to help them achieve their goals and build the future they envision. He began his career in financial advice in 2010 as a financial adviser, following nearly a decade as a personal trainer and strength and conditioning coach. It was during those early years that Duncan discovered a passion for helping people reach their potential — a passion that naturally carried through into the world of financial advice.

GDip FP, AdvDip FP

Elesha joined First Financial in 2025 as an associate adviser, bringing over eight years of experience in client services, paraplanning, and strategy development. Having worked with a range of advice firms throughout her career, she brings a practical, well-rounded perspective—equally comfortable with the big-picture strategy and the finer details behind the scenes.

MAF, MProfAcc, GDip FP, BBus

Fauzi joined First Financial in 2025 as an associate adviser, bringing a rich and varied background in the financial services industry. Having grown up in Indonesia, Singapore, and Western Australia, he brings a naturally broad perspective and deep cultural understanding to his work.

GDip FP, BBus

Fiona joined First Financial in 2021 and plays a vital role in supporting advisers to meet legal and regulatory obligations while delivering quality advice to clients. She also oversees the development of new advisers through First Financial’s Professional Year Program, helping shape the next generation of financial professionals.

CFP®, BCom, AdvDip FS

Gavin has been working in the financial services industry since 2006 and joined First Financial in 2010. Over the years, he has supported clients through a range of advisory roles and now serves as a principal, leading a dedicated team of advisers and support staff. With a calm, considered approach and a genuine commitment to his clients, Gavin plays a key role in shaping both strategic outcomes and the client experience.

Dip Acc

With more than 25 years of experience in the superannuation industry, Dana is a trusted and highly experienced professional who has been part of the First Financial team since 2008. Known for her precision, reliability, and deep technical knowledge, she is essential in ensuring clients’ self-managed super funds run smoothly and stay compliant every step of the way.

CFP®, BSc, AdvDip FS

Graeme joined First Financial in 2007 via its predecessor firm, WHK, bringing a strong foundation in financial advice built over earlier roles at AMP (2000–2005) and Ipac (2005–2007). With more than two decades of experience in advice and investment strategy, Graeme offers a rare combination of deep technical insight and real-world client perspective.

BCom, Dip FP

Helen joined First Financial in 2022 as operations coordinator and now works as the licensee operations and platform specialist. In this role, she manages licensee and staff registrations, oversees client transitions across key platforms, and supports onboarding advisers and practices. Helen works closely with the Licensing Team and Compliance Team to ensure operational processes run smoothly, efficiently, and with integrity.

BCom, BMgt, AdvDip FS

Jackie joined First Financial as a financial adviser in 2025, after more than a decade advising clients at Accordius, a related company, since 2011. She provides comprehensive financial advice across a broad range of areas, including wealth creation, asset protection, debt management, tax-effective structuring, investments, superannuation, and retirement planning. Jackie has a particular passion and specialisation in Self-Managed Superannuation Funds (SMSFs) and is an SMSF Specialist Adviser, accredited by the SMSF Association.

BCom

James joined First Financial in 2017 as a client service administrator and quickly showed a strong drive to grow within the business. After gaining hands-on experience and deepening his technical knowledge, he progressed into the role of associate adviser in 2019. Since then, James has continued his professional development and is well on the path to becoming a fully qualified financial adviser.

CFP®, GDip App Fin, BCom

James joined First Financial in 2007, then known as WHK, as an entry-level client service manager. He quickly discovered a passion for the work and its real impact on clients’ lives. Mentored by one of the firm’s long-standing principals, James immersed himself in learning and steadily progressed through the business. In 2012, he became a financial adviser and is now a proud part-owner of First Financial.

MFin, GDip FP, BEc

Jay joined First Financial in 2025 as an associate adviser and plays a pivotal role in coordinating the advice process from start to finish. Acting as a ‘project manager’ between advisers, clients, internal teams, and third parties, Jay ensures every element of the advice journey runs smoothly, with a strong focus on clarity, care, and outcomes that genuinely make a difference.

BBus, BA, AdvDip FS

Jason joined First Financial in 2024 and is responsible for overseeing the day-to-day operational capabilities of the organisation, including leadership of the Client Services Team and Paraplanning Team, as well as driving systems and process improvements across the business.

BBus, AdvDipFS, AFP®

Jessica is a financial adviser who blends empathy with expertise. With over 20 years in financial services, she helps clients simplify complex decisions, build confidence, and take control of their financial future. Known for her clear communication and people-first approach, Jessica specialises in pre-retirement planning and major life transitions — always starting with what matters most to each individual.

CPA, BBus

With more than 25 years in the finance industry, Jill brings a wealth of experience and a steady hand to First Financial’s financial operations. Since joining the firm in 2015, she’s become a trusted figure behind the scenes — known for her sharp eye for detail, deep knowledge of compliance and reporting, and ability to make complex processes seamless.

BBus, GDip FP

Joel joined First Financial in 2019 as an associate adviser. Over the years, he gained hands-on experience, expanded his technical knowledge, and completed the qualifications required to become a financial adviser in 2023. Today, he works with both new and long-standing clients, helping them make informed decisions and achieve their financial goals with clarity and confidence.

GDip FP, ADA

Jonathan joined the financial services industry in 2018, bringing him a distinctive engineering and small business background, shaped by experience in Australia and Germany. Now a dedicated financial adviser, Jonathan combines analytical precision with a genuine passion for helping people make clear, confident financial decisions. His problem-solving mindset and broad perspective make him a valuable partner in navigating life’s more complex financial choices.

BCom, AdvDip FP

Josh joined First Financial in 2021 and brings over a decade of experience in the financial services and wealth management industry. Since beginning his career in 2011, he has worked across various technical and client-facing roles, developing a well-rounded understanding of advice and strategy. Josh provides clients tailored financial guidance across wealth accumulation and protection, superannuation (including SMSFs), retirement planning, and family wealth management.

BASc

Karen joined First Financial — and the financial planning industry — in 2015. Since then, she has contributed to various internal projects and initiatives and is now responsible for effectively and efficiently using the organisation’s primary financial planning software.

BSc Fin, GDip FP

Lawrence joined First Financial in 2025 as an associate adviser. Lawrence began his career in financial planning in 2021 shortly after moving to Australia from the United States. He has worked in various roles supporting advisers from processing trade orders to researching strategies. Lawrence has a passion for retirement planning and loves to incorporate technology to streamline the advice process.

CFP®, BBus, AdvDip FS

With 20+ years in financial planning and executive leadership, Lisa drives First Financial’s vision for exceptional client experiences with empowered advisers and operational excellence. Known for her strategic insight and transformative leadership, she’s passionate about quality advice that changes lives.

GDip FP

Luke joined First Financial in 2013 and provides clients with holistic, strategic financial advice to help them achieve their personal and financial goals. Luke didn’t leap into financial advice. He built his way there deliberately, working across admin, management, and business development roles before taking the plunge. He works closely with individuals and families to develop tailored strategies that support wealth creation, retirement planning, and long-term peace of mind.

BBusCom

Lylyna joined First Financial in 2019 and is responsible for project management, process improvement, and talent acquisition across the business. Her role focuses on streamlining internal systems, aligning operational processes, and helping build a high-performing team that delivers outstanding outcomes for clients and colleagues.

BCom, BA

After completing university, Matt joined First Financial in 2019 as a client services administrator and has steadily progressed through the financial advice pathway. He first worked as an associate adviser to Head of Advice Chris Crough, before stepping into his advisory role, where he now supports clients in navigating their financial futures.

BBus, CertIV Fin & MB

Mitchell joined First Financial in 2023 as a client services manager and is now completing his professional year as an associate adviser. He has worked in the financial services industry since 2019 and brings a strong client-service focus to every stage of the advice process.

BCom

Natalie joined First Financial in 2021 as a client services manager, before progressing into paraplanning in 2023 and stepping into her current role as an associate adviser in 2025. She now works closely with advisers to help deliver tailored financial advice while managing the behind-the-scenes detail that ensures a seamless client experience.

GDip FP, BCom, BEc

Nathaniel joined First Financial in 2021 as an associate adviser and progressed to the role of financial adviser in 2023. He began his career in the financial services industry in 2017, developing a strong foundation in strategic financial planning before joining First Financial to deepen his expertise in investments and holistic advice.

BAcc, BFin

Nicole joined First Financial in 2011 as a graduate student and has steadily progressed through the business to her current role as financial adviser, which she’s held since 2017. With over 14 years of experience in the financial services industry, Nicole has developed a deep understanding of the advice process and how best to support clients through life’s many financial transitions.

CFP®, BCom

Nick began his career in financial planning in 2007, driven by a genuine desire to help people take control of their finances and achieve what matters most to them. Nick’s work is steady and assured, not because he oversimplifies things but because he makes it feel navigable. He joined First Financial in 2012 and has since become a trusted and experienced financial adviser.

CFP®, GDip FP, BCom, BA

Nigel has worked in the financial services industry since 2003 and joined First Financial as a financial adviser in 2013. He began his career in banking, but further study in financial planning sparked his interest and led to a move into paraplanning, where he refined his technical knowledge. By 2007, Nigel had stepped into the role of financial adviser, driven by a desire to help clients navigate their financial journeys with clarity and confidence.

GDip FP, Dip LI

Pablo joined the group in 2015 as part of the Advice Team, bringing with him a strong client focus and a passion for making a difference. He began his career in the financial planning industry in 2012 after an earlier chapter working in transport and logistics. A pivotal moment came when he sought advice from a financial planner himself—an experience that inspired a career change and set him on the path to helping others build a more secure financial future.

GDip FP, BBus

Patrick joined First Financial in 2022 as a paraplanner, where he built a strong technical foundation in financial planning and client service. After a year in that role, he stepped into the position of associate adviser in 2023 and is now completing his professional year, steadily progressing toward his goal of becoming a fully qualified financial adviser.

GDip FP, BCom

Paul joined First Financial in 2020 as a financial adviser and has since been responsible for creating, implementing, and managing tailored financial plans for a wide range of clients. Paul specialises in pre- and post-retirement planning, with a focus on clarity, alignment, and lifestyle sustainability. But his clients don’t just value the technical insight; they stay for the follow-through, the check-ins, the follow-ups, the way Paul remembers the details, listens without judgment, and always follows through.

Dip FP

Rebecca joined First Financial in 2010 and is now responsible for day-to-day operations and managing key platform and vendor relationships across the business. Passionate about continuous improvement, Rebecca thrives on the challenge of driving positive change and supporting a culture of innovation.

CFP®, Dip FP

Rob joined First Financial with more than 25 years of experience in the financial services industry, bringing a wealth of knowledge and a proven track record in strategic leadership. Throughout his career, Rob has held senior roles across large financial institutions and boutique advisory firms, consistently guiding high-performing teams through complex transformation. His hands-on understanding of both practice management and advice delivery makes him a valuable asset to the First Financial team.

CFP®, BBus

Roel joined First Financial in 2010 and became a financial adviser in 2012. Roel’s journey into financial planning began during his university years, when he wrote a strategic marketing plan for a Dutch bank. That pivotal project clarified his career path and showed him the potential to make a real, lasting impact on people’s lives. He joined the industry just before the Global Financial Crisis, an experience that grounded him early in how people respond to uncertainty.

GDip FP, BBus

Ryan joined First Financial in July 2023 and is currently completing his professional year as he works toward becoming a qualified financial adviser. He began his career in financial services in 2018 as a client services officer, gaining hands-on experience across the advice process.

BBus

Ryan joined First Financial in 2021 as an associate adviser and completed the Professional Year Program, stepping into his current role as a financial adviser within the firm. Ryan brings a thoughtful energy, clear thinking, and authentic warmth to every meeting. Whether guiding retirees who want to know whether their money will last or working with midlife professionals juggling share plans and strategy, he helps them feel understood and supported.

GDip FP, BA

Scott joined First Financial in 2024 as part of the Client Services Team and was recently promoted to associate adviser, supporting the firm’s primary advisers.

CFP®, GDip FP, BCom, BIntBus

Sean joined First Financial in 2013 as an associate adviser and has since carved out a dynamic career across compliance, operations, and strategic integration.

Dip FS

Sharelle joined First Financial in 2023 and is responsible for managing the Client Services Team and overseeing the administration and implementation of strategic advice across the wider business.

GDip FP

Shaun joined the group in 2021 as a financial adviser, with a strong focus on helping younger clients lay the foundations to build wealth and create financial security for the future. Shaun has built a reputation for deep listening, strategic thinking, and a calm, constructive approach that meets people where they are. He takes pride in helping clients strip away complexity, remove emotional burdens, and feel confident acting.

CFP®, BFin, BAcc

Stefanie joined First Financial in 2011 and now provides strategic advice to help clients achieve their financial goals and long-term peace of mind. She specialises in pre-retirement and retirement planning, with a clear-eyed understanding of the complexity and emotion that comes with those years. Many arrive feeling unsure or unprepared. Stefanie helps turn that uncertainty into structure, strategy, and forward motion.

GDip FP, CertIII

Sia joined First Financial in 2024 as an associate adviser, providing crucial support to our financial advisers and playing an important role in delivering a seamless, high-quality advice experience for clients.

BComm FP

Zac joined First Financial in 2024 as a paraplanner and progressed into an associate adviser role. He holds a Bachelor of Commerce, majoring in Finance and Financial Planning, which he recently completed. Zac has always had a strong interest in investments and financial markets, and is passionate about helping clients find practical, personalised solutions to meet their goals.