Hayley Wong

Associate Adviser

Associate Adviser

Master of Commerce (Finance)
Bachelor of Arts (Media and Cultural Studies)
Diploma of Financial Planning

Hayley has been living the First Financial Investment Philosophy all her life, so when the opportunity arose it made complete sense for her to join our team.

My mum started encouraging me to use the three bucket system when I was a kid. She told me that when I start working and receiving a salary, I have to split it into three. One third to save for myself, one third give to her to save for me and one third for spending. I’ve been following that concept since I was a child, so when I read it on the First Financial website I knew it was the right place for me!

Hayley joined the First Financial team in April 2019 and started working in the paraplanning department. Her previous role within a small boutique firm had been a hybrid role encompassing paraplanning, associate duties and customer service, so she was keen to channel her energy in one direction.

In the paraplanner role I could expose myself to a variety of strategies, including retirement planning, superannuation contribution, SMSF and insurance. I knew it would be a great challenge and I wanted to build up my technical knowledge base so that I could position myself to become an Associate Adviser. I want to eventually become a Financial Adviser, so being able to have access to the in-house adviser path and career development is important to me.”

Hayley enjoys the culture of the organisation and loves to be surrounded by a supportive team.

Everyone here is so friendly and energetic; it’s a great team of people!

Outside the office Hayley loves spending time with her friends… going out for dinner is always a great way to socialise. But she also loves her alone time and can spend hours playing Japanese action games on her Playstation.

Meet the rest of the Associate Advisers and Adviser Assistants

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If you want to retire life ready