First Financial

www.firstfinancial.com.au

Who is First Financial? We are relationship focused & pre-retirement specialists, who help clients retire ready for the life ahead. First Financial has a large team of specialists with a wealth of industry experience With over 60 employees and $1.4 Billion in FUM, we are one of the largest firms in Victoria, with access to a wide range of service Lines including: • Wealth Management • Home, investment and commercial loans • Self Managed Superannuation Fund establishment, administration • Risk Management & Insurance advice • Estate Planning & Aged Care advice

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Who is First Financial? We are relationship focused & pre-retirement specialists, who help clients retire ready for the life ahead. First Financial has a large team of specialists with a wealth of industry experience With over 60 employees and $1.4 Billion in FUM, we are one of the largest firms in Victoria, with access to a wide range of service Lines including: • Wealth Management • Home, investment and commercial loans • Self Managed Superannuation Fund establishment, administration • Risk Management & Insurance advice • Estate Planning & Aged Care advice

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Country

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City (Headquarters)

Melbourne

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Founded

2014

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Estimated Revenue

$1 to $1,000,000

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Social

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Employees statistics

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Potential Decision Makers

  • Senior Vice - President

    Email ****** @****.com
    Phone (***) ****-****
  • President

    Email ****** @****.com
    Phone (***) ****-****
  • Paraplanning Team Leader

    Email ****** @****.com
    Phone (***) ****-****
  • Client Services Team Leader

    Email ****** @****.com
    Phone (***) ****-****

Technologies

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