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.
Client Service and Operations Team
By providing professional administrative support our client service team ensures our advisers and associate advisers have everything they need to consistently deliver exceptional client service.
The operations team ensures our processes are streamlined and our project management is seamless so our focus is on providing our clients with high quality advice with maximum efficiency.
Our specialist team of SMSF administrators make navigating the complex world of Self Managed Superannuation Funds easy.
Meet our SMSF administrators.
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.
One team, many faces
At First Financial we’re proud of our people and the great work they do. That’s because we know each and everyone of them are men and women of integrity. From the support staff and the client services and operations team, through to the graduate trainees and advisers, all the way to our principals; 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.