It’s been a long couple of years. The First Financial team started working from home at the end of March in 2020 but we are excited to say that we are now back in the office!
First Financial back in the office
Our financial adviser Professional Year program continues
We provide our team with many different training opportunities. One of these programs is the Financial Adviser Professional Year and we are excited to have another three people on the journey to becoming fully qualified advisers.
Welcome baby Beau Boylen
In the middle of the recent Melbourne lockdown, First Financial’s Executive Assistant to the MD, Katie Stevens and her partner Andy welcomed their son Beau Michael Boylen into the world.
First Financial’s pandemic pets
We are now the record holders for the longest cumulative lockdown of any city in the world. During the lockdown some of our team members welcomed new furry friends into their lives… we are very grateful for our pandemic pets.
Our year working from home
The year has certainly seen significant changes in how we deliver our services, but we are proud to have maintained strong client relationships and found appropriate solutions to any challenges we faced.
Welcome to 2021 - a message from Ben Rossi
Whilst things are certainly looking up, we are not out of the woods just yet. No one knows what is going to happen next and people only make predictions because they are asked to. But we can have a ‘wish list’…
Fundraising fitness and team trivia
As we draw closer to the end of 2020, the team at First Financial has continued to find ways to keep motivated and stay connected. After more than eight months working from home and going through the tough Melbourne lockdowns.
Celebrating 30 June 2020
It’s a First Financial tradition to celebrate the end of the financial year. This year with coronavirus restrictions enforced, we turned the party digital to make sure we still said “Cheers” to another successful year.
First Financial team working from home
Working from home has become the new normal during the coronavirus lockdown, and the First Financial team has truly embraced the digital conditions to make sure our clients continue to receive our high level of service.
First Financial in the National Corporate Games
In November 2019, a team of First Financial basketball enthusiasts competed in the National Corporate Games. While they didn’t make it to the finals, they played some fantastic matches and have a new found camaraderie with each other.
A Message from Ben Rossi… welcome to 2020
The new year is well underway and First Financial’s Managing Director, Ben Rossi, would like to share his thoughts and well wishes for the months ahead.
Anthony Dhillon’s incredible 150 plasma donations
Anthony Dhillon, Senior adviser, recently completed his 150th plasma donation through Australian Red Cross Lifeblood. An incredible achievement that has taken over six years to complete.
A year of celebrations
There have been many wonderful reasons to celebrate during 2019! Within the First Financial family we’ve had engagements, weddings and beautiful babies… every tear jerking moment you can imagine.
First Financial volunteers with FareShare
In November, 14 of our staff spent an industrious afternoon working at FareShare, an organisation that is dedicated to minimising food wastage and creating healthy meals that are distributed around Melbourne to homeless shelters, food vans and refuges.
So many staff promotions
We’ve always been proud of our team… they are pretty awesome! And in recent months we’ve had so many internal staff promotions that we have been in a constant state of congratulations.
Extending education for financial advisers
One of the key recommendations from the recent Royal Commission into the financial services industry was to raise the education standards required to become a financial adviser.
Exciting times at First Financial
As the financial year comes to a close, it gives us the perfect opportunity to review all the activities that have occurred over the last 12 months and announce an exciting change that is about to take place.
First Financial giving back
We know that many of our clients love to support their community and that they engage in different philanthropic activities. This is also true for the First Financial team!
Sean Curran returns as Compliance Manager
Career development is very important to the team here at First Financial. We love to see our people grow and extend their skills as they build their career.
Murray Greys Golf Tour
First Financial is the proud sponsor of the Murray Greys, a group of avid golfers who meet annually for a social competition. Many members are husband and wife duos who enjoy playing golf together.
Love is all around us...
Did we mention that there’s a lot of love at First Financial?Earlier this year we featured three separate team members’ weddings… there were plenty of reasons for celebrating. Well it’s time to raise the glass again as we toast one more union!
Aussie Butterflies basketball team – reaching their goals
Janice Crosswhite, Sue Pickering, Jenny Connolly and Faye Campbell are all First Financial clients and members of the Aussie Butterflies basketball team, an inspiring group of women who travel the country and the world, playing a sport they love.
Love is in the air …
There were smiles, laughter and even a few tears at each of the nuptials of Adam Ezerins, Stefanie Costa and William Hume. The three newly-weds kindly gave us some photos of their special days and a little insight into the love they share with their partners.
First Financial Training Program Promotes In-house Talent
It gives us great pleasure to announce the recent promotion of two of our First Financial team members. Adela Ngai takes a step up to financial adviser and Harley Leslie makes the move to associate adviser.
The Cold Frog Challenge - Ray and Jenny Pietsch
When clients Ray and Jenny Pietsch told First Financial Principal Ben Rossi about The Cold Frog Challenge, a charity sleep out they were organising to raise funds and awareness for homelessness in their local area, Ben didn’t hesitate with his support.
Isn't she lovely!
Beautiful little Mia was born last month, weighing 2.9 kg (6lbs 7oz) to proud parents Honi and Chris Crough.Chris, who is a principal at First Financial, tells us both Honi and Mia are doing really well and that so far everything has been much easier than they expected.
When Ex-staffers come Knocking!
We know we’re doing something right when ex-staff members knock on our door again. We recently welcomed two First Financial alumni, Adam Ezerins and Paul Seidl, back into the family after a few years testing the waters elsewhere.
Management Team Grows
There’s no greater compliment to the business than when one of our own decides to put down roots with the firm.
James Wrigley has been with First Financial for over 10 years.
No standing still for Emily!
Congratulations to our newest Associate Adviser, Emily Still. At First Financial, when we see someone who’s a fast learner and an exceptional communicator, we like to give them a reason to stay.