Diploma of Financial Planning

Rebecca Ruck had some solid training on the trading floors of Canada’s Wall Street. 

For two years she worked in that hectic, intense, fast-paced environment.

So working in Melbourne was always going to be a breeze for her.

Originally from New Zealand, Rebecca is an integral part of the adviser training program. Like most advisers, her need to help people drew her to financial planning.

“I just love helping clients. I like to build those relationships with people and help them get from A to B.”

Diploma of Financial Services (Financial Planning)
Graduate Diploma of Applied Finance

When you have a conversation with Sarah Gates, you’ll notice you have her complete attention.

It’s because her pet hate is disconnections and distractions caused by smartphones. Which for a millennial, is a big call.

So it seems clear that she’s not your average millennial.

“I moved to Melbourne in 2013, after I completed a traineeship and further study.”

Bachelor of Business (Financial Planning)

Numbers and people – two things that drive William Hume to be the very best he can be.  

William’s objective is crystal clear.

“My role is to help our clients with their financial and lifestyle objectives.”

William started at First Financial as a graduate, as part of their adviser training program, moving through Client Service Administrator, Manager, and progressing into an Associate Adviser role.

His love of numbers lead him down a financial career path, when his childhood dream of being a professional golfer didn’t quite work out the way he thought it would.

Currently studying Advanced Diploma of Financial Planning

Variety … that’s what Harley Leslie loves. And that’s what he has at First Financial.

“Every day is different. One day I might be writing records of advice all day, the next I could be preparing a complex statement of advice. Every day is a challenge and I’m constantly learning something new.”

Diploma of Financial Planning

Emily is originally from Tasmania and started her career in the finance industry immediately after high school. She worked for a small Tasmanian firm in an administrative role, she gained valuable experience in paraplanning and client services.

When Emily moved to Melbourne with her partner in early 2016, she was keen to continue developing her skills and First Financial has helped her do just that. From her initial role as Client Services Manager, the step up into Associate Adviser has given her the opportunity to grow and extend herself.

Bachelor of Commerce (Financial Planning)

When you have a passion, nothing will stop you from achieving your goals and this is how James Grixti approaches every day.

“I have a passion for investment. First Financial hired me straight out of university, and being able to work in the industry is fantastic. I feel lucky that I am already in this role… an associate adviser to one of the company’s principals. It’s a real highlight that they have entrusted me with this position.”