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.
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.
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.
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.