Bachelor of Economics
Diploma of Financial Planning
Currently studying to become a Certified Financial Planner

“It’s brilliant having a career that aligns with my skills … and also what I enjoy doing.

I honestly enjoy my work, the people I work with and knowing that I am helping clients realise their financial goals.”

Shauna fell into financial planning by accident. When her childhood dream of becoming a Sale of the Century champion didn’t quite pan out, she studied to become a school teacher. But when throwing ideas around with friends, family and careers advisers, she discovered her love of numbers and people were gently nudging her down a different path.

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.

Bachelor of Economics
Bachelor of Management
Advanced Diploma of Financial Planning

When we asked Mark to tell us the one thing he values most about working at First Financial, his answer was simple – the people.

Both his clients and his co-workers keep him motivated each and every day.

Mark came to the firm with fantastic qualifications, already having a Bachelor of Economics and a Bachelor of Management. He has also completed an Advanced Diploma in Financial Planning.

Mark loves learning and relishes the opportunity to grow in his role.

“I’m excited about gaining more exposure to the industry so I can deliver great outcomes for clients.”

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.”