Associate Advisers

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.

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 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.

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.

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.

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.

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, 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.

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.

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.

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.

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, 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, 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.

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.

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.