Operations

AdvDip FP, Dip FBM, CertIV FM, CertIII FS

Aaron joined First Financial in February 2022 as a paraplanner and now leads the day-to-day operations of the Paraplanning Team. He began his career in financial services at just 16 years old through a school-based traineeship and has since worked across a range of licensees. With over 12 years of paraplanning experience, Aaron brings deep technical knowledge and a broad understanding of financial advice, banking, and mortgage broking.

Dip FS

Brylie is the head of technology operations across the Group, where she leads the strategic use of technology to drive efficiency, streamline processes, and support the operational needs of the business. With a particular expertise in Xplan and a strong understanding of the broader financial services tech landscape, she plays a critical role in ensuring systems and platforms are optimised to support both advisers and clients.

Dip Acc

With more than 25 years of experience in the superannuation industry, Dana is a trusted and highly experienced professional who has been part of the First Financial team since 2008. Known for her precision, reliability, and deep technical knowledge, she is essential in ensuring clients’ self-managed super funds run smoothly and stay compliant every step of the way.

BBus

Annie joined the firm in July 2010 as an administration assistant in the SMSF Team. Since then, she has steadily progressed through several roles, moving from fund administrator to senior fund administrator, and now serves as assistant manager – superannuation. Her long-standing commitment and deep understanding of SMSF administration make her a valued team member.

GDip FP, BBus

Fiona joined First Financial in 2021 and plays a vital role in supporting advisers to meet legal and regulatory obligations while delivering quality advice to clients. She also oversees the development of new advisers through First Financial’s Professional Year Program, helping shape the next generation of financial professionals.

CFP®, BSc, AdvDip FS

Graeme joined First Financial in 2007 via its predecessor firm, WHK, bringing a strong foundation in financial advice built over earlier roles at AMP (2000–2005) and Ipac (2005–2007). With more than two decades of experience in advice and investment strategy, Graeme offers a rare combination of deep technical insight and real-world client perspective.

BCom, Dip FP

Helen joined First Financial in 2022 as operations coordinator and now works as the licensee operations and platform specialist. In this role, she manages licensee and staff registrations, oversees client transitions across key platforms, and supports onboarding advisers and practices. Helen works closely with the Licensing Team and Compliance Team to ensure operational processes run smoothly, efficiently, and with integrity.

CPA, BBus

With more than 25 years in the finance industry, Jill brings a wealth of experience and a steady hand to First Financial’s financial operations. Since joining the firm in 2015, she’s become a trusted figure behind the scenes — known for her sharp eye for detail, deep knowledge of compliance and reporting, and ability to make complex processes seamless.

BASc

Karen joined First Financial — and the financial planning industry — in 2015. Since then, she has contributed to various internal projects and initiatives and is now responsible for effectively and efficiently using the organisation’s primary financial planning software.

BBusCom

Lylyna joined First Financial in 2019 and is responsible for project management, process improvement, and talent acquisition across the business. Her role focuses on streamlining internal systems, aligning operational processes, and helping build a high-performing team that delivers outstanding outcomes for clients and colleagues.

Dip FP

Rebecca joined First Financial in 2010 and is now responsible for day-to-day operations and managing key platform and vendor relationships across the business. Passionate about continuous improvement, Rebecca thrives on the challenge of driving positive change and supporting a culture of innovation.

CFP®, GDip FP, BCom, BIntBus

Sean joined First Financial in 2013 as an associate adviser and has since carved out a dynamic career across compliance, operations, and strategic integration. Sean thrives on solving complex problems and bringing structure to periods of change. He’s passionate about finding improvement opportunities— integrating systems, aligning teams, or streamlining workflows. Known for his collaborative approach and strategic thinking, Sean supports the business through growth, mergers, and transformation, always focusing on sustainability and people-first change management.

Dip FS

Sharelle joined First Financial in 2023 and is responsible for managing the Client Services Team and overseeing the administration and implementation of strategic advice across the wider business. She’s known for her collaborative approach, commitment to process improvement, and talent for building supportive, high-performing teams. Whether refining systems or mentoring others, she’s always looking for new ways to add value and elevate outcomes.