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Executive Team

Behind every successful financial plan is a team of professionals who care. At First Financial, our leadership, advisers, associates and operations team bring experience, insight and a genuine commitment to helping clients achieve their ideal retirement. Get to know the people who make it all happen.

Lisa Palmer

Chief Executive Officer
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Lisa Palmer

Chief Executive Officer

CFP®, BBus, AdvDip FS

With 20+ years in financial planning and executive leadership, Lisa drives First Financial’s vision for exceptional client experiences through empowered advisers and operational excellence. Known for her strategic insight and transformative leadership, she’s passionate about quality advice that changes lives.

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Jason Rawlins

General Manager
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Jason Rawlins

General Manager

BBus, BA, AdvDip FS

Jason joined First Financial in 2024 and is responsible for overseeing the day-to-day operational capabilities of the organisation, including leadership of the Client Services Team and Paraplanning Team, as well as driving systems and process improvements across the business.

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Chris Crough

Head of Advice
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Chris Crough

Head of Advice

CFP®, AdvDip FS

Chris joined First Financial at the very beginning of his career—in a role officially titled “trainee,” though he fondly recalls spending much of that time making coffee and filing papers. What stood out even then was his appetite for learning and his ability to grow alongside the business. Over the years, Chris has evolved into a trusted financial adviser and now head of advice, bringing a deep technical knowledge and a passion for helping clients achieve their goals.

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Rob Petrie

Head of Advice
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Rob Petrie

Head of Advice

CFP®, Dip FP

Rob joined First Financial with more than 25 years of experience in the financial services industry, bringing a wealth of knowledge and a proven track record in strategic leadership. Throughout his career, Rob has held senior roles across large financial institutions and boutique advisory firms, consistently guiding high-performing teams through complex transformation. His hands-on understanding of both practice management and advice delivery makes him a valuable asset to the First Financial team.

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What to expect

Introductory Call

Your first contact with us is typically through a phone call. We aim to understand your needs early on, address any immediate questions, and make sure we’re the perfect match.

Discovery Meeting

This meeting will be more in-depth, allowing us to thoroughly understand your situation, financial goals, and priorities. We will clearly explain our fees, so you know what to expect.

Strategy

We’ll take the time to analyse, evaluate, and develop strategies to determine an effective path to achieve your goals and address your priorities.

Recommendations

We take the time to go through your tailored plan, in a simple, straightforward manner. Our goal is to provide clarity and confidence, so you can see a clear path forward.

Implementation

Following your approval, our team will proactively guide the process to implement your recommendations and set you on the path to achieve your lifestyle and financial goals.

Partnership

Our partnership keeps you on track with regular check-ins, clear updates, and next steps. When life changes, we review and adjust your plan so it stays aligned to what matters.

Learn More

Ready to take the first step?

You can use the form below to make a general or initial enquiry.

You can also book a 15 minute call with an adviser by clicking the blue button below.

Book a Call

Ready to take the first step?

You can use the form on the right to make a general or initial enquiry.

You can also book a 15 minute call with an adviser by clicking the blue button below.

Book a Call

Here’s what to expect:

1. Tell us about yourself

Fill in your details and briefly let us know how we can help.

2. Prompt follow-up

We’ll reach out to schedule a time that suits you.

3. Meet your adviser

Enjoy an obligation-free initial meeting to discuss your goals and explore how we can guide you toward financial confidence.

Let’s start the conversation.

We look forward to hearing from you!

03 9909 5800
contactus@firstfinancial.com.au

Level 9, 90 Collins Street,
Melbourne, VIC, 3000

Office Hours
Mon – Fri | 9:00 am – 5:00 pm

Get in touch with First Financial