Financial Advisers

MFinPlan, BCom, LLB

Aaron joined the Advice Team 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.

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 our team 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.

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 an 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.

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.

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 our advice team 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.

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.

CFP®, BCom, AdvDip FS

Duncan joined the team 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.

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.

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.

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.

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.

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

Jon 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, Jon 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 our team 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.

GDip FP, RG146

Luke joined the advice team 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.

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.

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 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, 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.

CFP®, MIntFin(FP), MFinPlan, BCom, AdvDip FP

Peter joined First Financial in 2025 and brings over a decade of experience in financial advice, strategy, and corporate finance. He specialises in comprehensive advice across all life stages, with deep expertise in retirement planning, SMSFs, and aged care. Clients value Peter not just for his technical knowledge, but for his ability to simplify the complex, ask the right questions, and guide them through life’s big decisions with empathy, clarity, and consistency.

CFP®, BBus

Roel joined First Financvail 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.

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

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.