Financial Advisers

https://firstfinancial.com.au/financial-advisers/

Graeme Quinlan


SENIOR ADVISER

Certified Financial Planner®
Diploma of Financial Services (Financial Planning)
Advanced Diploma of Financial Services (Financial Planning
Bachelor of Science (Mathematics)

“Both my parents were school teachers and there’s a big teaching element to what we do as financial planners … teaching is in my DNA.”

For Graeme, working at First Financial provides the opportunity to build a financial planning business that embraces change and innovation … and one he has always wanted for staff and clients.

“When I started in the business I was more technically minded …

https://firstfinancial.com.au/financial-advisers/

Anthony Dhillon


SENIOR ADVISER

Certified Financial Planner®
Advanced Diploma of Financial Services (Financial Planning)
Bachelor of Applied Science

“I have a genuine enjoyment for what I do. Each day is another opportunity to help someone new.”

Senior Adviser Anthony Dhillon works directly with his clients to provide ongoing, strategic investment advice to assist them to achieve their lifestyle and financial goals … both now and in the future.

He specialises in retirement and pre-retirement strategies, SMSFs, investment and personal insurance advice.

The office jokester, he values working in an office where the culture is great, and there are always plenty of jokes and stories to share.

https://firstfinancial.com.au/financial-advisers/

Nicole Costa


ADVISER

Certified Financial Planner®
Bachelor in Finance
Bachelor in Accounting

“I was initially doing a degree in accounting and finance … and when I got to the financial planning unit I realised I could help people using the tools and skills I had and see some real results … really see people achieve their goals.”

If you think you’re seeing double in the office, you’re not imaging things. Nicole Costa shares a passion for financial planning with identical twin sister Stefanie.

Nicole got her start at First Financial when she was still at university.

She took a vacation work placement … and was offered a graduate position in their training programme when she finished her degree.

https://firstfinancial.com.au/financial-advisers/

Nick Thomas


ADVISER

Certified Financial Planner®
Bachelor of Commerce (Finance, Financial Planning and Sports Management)

“It’s not just their money … it’s their whole life you’re helping plan.”

For footy mad financial adviser Nick Thomas, the best part of his job is the relationships formed with clients.

“Meeting clients, discussing plans, and making sure they’re on track and happy … that’s what gives me great satisfaction.

Over time, client relationships deepen and long-standing friendships are developed. Not with everyone of course, but there are many clients I am now proud to call my friends.”

https://firstfinancial.com.au/financial-advisers/

Roel Burghouwt


ADVISER

Certified Financial Planner®
Bachelor of Business Administration

Part of Roel Burghouwt’s degree was writing a strategic marketing plan for a Dutch bank.

It was good, very good, and it solidified his decision to change his career path from a zoo keeper to a financial planner. So he said goodbye to his five-year-old-self’s dreams for good.

It was a good decision. With an expertise in pre-retirement planning, financial adviser Roel is part of a bigger picture at First Financial – a phenomenal planner training programme and a unique investment strategy. And that’s just the way he likes it.

https://firstfinancial.com.au/financial-advisers/

Richard Gourlay


ADVISER

Certified Financial Planner®
Diploma of Financial Services (Financial Planning)
Bachelor of Commerce/ Arts

‘I like the relationship side of financial planning… meeting people from all walks of life and helping them really is the key for me’

A country boy at heart, Financial Planner Richard Gourlay grew up on a dairy farm, and made the move to Melbourne 6 years ago, after completing a double degree in Commerce and Arts, with majors in Finance, Marketing and History. Richard wasn’t sure which area of finance he wanted to go into… until the second year into his degree he did a unit of financial planning and found he really enjoyed it, and was quite good at it.

https://firstfinancial.com.au/financial-advisers/

Chris Pomaroff


ADVISER

Certified Financial Planner®
Diploma of Financial Services (Financial Planning)
Advanced Diploma of Financial Services (Financial Planning)
Bachelor of Commerce (Accounting and Finance)
Self-Managed Superannuation Funds Course and Accredited Listed Product Adviser (ASX ALPA) Program

“I can help by easing a client’s financial stress, so they can enjoy what matters most to them.

I genuinely enjoy helping others. In this role I’m able to use my strengths to assist clients of all ages work towards financial independence to take the stress and worry out of managing their finances.”

https://firstfinancial.com.au/financial-advisers/

Gavin Colosimo


ADVISER

Certified Financial Planner®
Bachelor of Commerce (Business Information Systems & Financial Planning)

As childhoods go, Gavin Colosimo’s was tougher than most. Losing his father as a teenager put a mountain of stress on the family, so as the years progressed, Gavin made decisions directly related to those experiences.

He focused on a double degree in commerce, and decided to go into finance and financial planning for one main reason: to help others mitigate risk.

“I’ve experienced first hand the ramifications of not having proper plans in place. Now it’s my job to help steer people in the right direction. My role is not to dictate to people – it’s to help educate and advise them on their journey. Ultimately they will make their own decisions … I just guide them.”

https://firstfinancial.com.au/financial-advisers/

Stefanie Costa


ADVISER

Certified Financial Planner®
Bachelor of Accounting
Bachelor of Finance

“I’ve built great friendships here so it makes it easy to come to work every day.”

Stefanie Costa entered the graduate programme in 2011, starting in the client services team, moving through paraplanning and into an associate adviser position alongside Ben Rossi in 2014.

Stef specialises in superannuation and retirement planning … and she loves working with people, helping them achieve their goals …

and she loves to see people happy and smiling!

https://firstfinancial.com.au/financial-advisers/

Brendan Smith


ADVISER

Certified Financial Planner®
Advanced Diploma of Financial Planning
Bachelor of Finance

“I enjoy working with my clients. I don’t feel like I work for them, I feel like I work with them. And the culture here at First Financial is so positive … and one where everyone is encouraged to try new things. Failure is not looked down upon. If you don’t succeed you can evaluate and look forward and keep moving.”

Brendan Smith is a loyal family man. After work experience at the firm while at university, he worked two days a week during his final year. So you could say his future looked bright from early on.

The training he’s received from the advisory team at the firm has been incredible, and he’s loved almost every minute.

https://firstfinancial.com.au/financial-advisers/

Adam Ezerins


ADVISER

Certified Financial Planner®
Diploma of Financial Services (Financial Planning)
Advanced Diploma of Financial Services (Financial Planning)
Bachelor of Science (Biotechnology)
Bachelor of Business.

‘My focus is working together with clients to help them construct their own personalised financial plan.’

Adam’s extensive experience in financial planning means he can help his clients achieve their goals by growing their investments, protecting their wealth, and managing their financial futures.

With over 10 years experience, Adam is one of the First Financial success stories…a graduate of the unique Planner Training Programme they have become known for.