First Financial Team

At First Financial our passion is to help Australians retire when and how they choose … and to deliver on that promise you need a phenomenal team.

We’re proud to introduce our people. Each and every one of them are talented men and women of integrity who live and breathe the First Financial ethics, principles and values.

Principals

Principals

Meet the principals of First Financial, talented experts in their field who guide, nurture, advise and mentor their growing team.

As wealth management specialists, they offer expertise in financial planning and superannuation management services to clients in Melbourne and Australia-wide.

The highly motivated principals dedicate themselves to your success – making sure you are on the pathway to building wealth and achieving your goals so you can retire life readyMeet our principals.

Financial Advisers

Financial Advisers

Meet our talented team of financial advisers who partner with you … helping you to make smart decisions with your money so you can build wealth, reach your financial goals and retire your way.

Meet our financial advisers.

Associate Advisers and Adviser Assistants

Associate Advisers and Adviser Assistants

Meet our dedicated group of associate advisers and adviser assistants who support the financial advisers to provide strategic financial planning and investment advice to clients.

This team acts as a point of contact for client queries. Meet our associate advisers and adviser assistants.

SMSF Administrators

SMSF Administrators

Our specialist team of SMSF administrators make navigating the complex world of Self Managed Superannuation Funds easy.

Meet our SMSF administrators.

Client Service, Operations and Paraplanning Teams

Our client service team provides essential administrative support to our advisers and associate advisers. They help to make sure our clients receive exceptional service.

Our operations team focuses on processes. They make sure there is a streamlined system and our project management is seamless. This enables our clients to receive exemplary advice with maximum efficiency.

Our paraplanning team, a group of highly qualified technical experts, prepares financial modelling and advice documents to ensure our clients are provided with the highest quality advice.

At First Financial we’re proud of our team and the great work they do. That’s because we know each and everyone of them are men and women of integrity.

Our people make the business. Which is why we’re so passionate about training, support and recognition.

Read about staff promotions and other team news here.

Client Testimonial


“It wasn’t until we met Ben and Stef that we found out that our life insurance was nowhere near adequate. It was not going to cover all the things we needed it to, especially with children. It was an eyeopener. I’m so glad that we met them when we did!

Now we can sit back and let the team do what they need to do… there’s much less stress and worry on us.”

Steve and Gayna White

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If you want to retire life ready