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

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 provisional adviser in 2025. With a long-term goal of becoming a financial adviser, Brenton continues to build on his expertise with curiosity and drive.

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.

MFinPlan, 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.

Josh joined First Financial in 2024 as a paraplanner and has since transitioned into the Associate Adviser role. With a background in financial services since 2021 and a strong technical foundation, he supports clients by helping implement tailored strategies that align with their goals.

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, GDip FP

Matthew joined First Financial in 2026 after three years as a tax accountant and three years as an associate adviser. He blends accounting and wealth‑management experience with strong client skills. As an associate adviser, he works with advisers to craft tailored strategies and plays a hands‑on role in implementing clients’ plans.

BAcc, GDip FP

Mei joined First Financial in 2025 as a paraplanner before transitioning into the role of associate adviser. With over five years of experience in financial planning and a strong technical foundation, she is passionate about helping clients understand complex strategies in a clear and straightforward way.

BBus, CertIV Fin & MB

Mitchell joined First Financial in 2023 as a client services manager and is now completing his professional year as a provisional 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.

BBus, GradDip FP

Petar joined First Financial in 2025 as a Client Service Manager before moving into an Associate Adviser role. His experience across client service and stockbroking has given him a strong foundation in supporting both advisers and clients. Petar is passionate about improving financial literacy and enjoys helping clients navigate complex decisions with greater clarity, confidence, and understanding.

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.

GradDip FP

Shannon joined First Financial in 2026 as an associate adviser, working closely with our financial advisers to research and develop advice strategies that support a smooth and efficient client experience. She began her career in financial services in 2013 and previously managed her own client base, providing comprehensive financial advice. This background allows Shannon to bring a strong client‑focused perspective and technical understanding to her role.

BComm (Acc. & Mar.)

Sharni joined First Financial in 2025 as an Associate Adviser, bringing several years of experience across client services and operations within the financial services industry. She is currently working toward becoming a fully qualified financial adviser and is focused on building strong client relationships and delivering clear, proactive support throughout the advice process.

GradDip FP

Taleah joined First Financial in 2026 with extensive experience supporting advisers and clients in delivering holistic financial advice across a wide range of needs. In her role, she assists with implementing strategies, managing client relationships, and supporting the advice process from start to finish. Taleah enjoys working through complex situations and is passionate about helping clients gain clarity and confidence in their financial future.

BCom

Tim joined First Financial after spending two years at Deloitte as a management consultant, where he focused on streamlining and automating business processes. Driven by a desire to do more meaningful, people‑focused work, he transitioned into financial advice to help individuals see the real‑world impact of informed decision‑making. Tim supports advisers and clients with a thoughtful, analytical approach while continuing to build his technical knowledge and experience.