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 100 employees and $2+ 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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First Financial Questions
The First Financial annual revenue was $21.6 million in 2026.
Lisa Palmer is the CEO of First Financial.
83 people are employed at First Financial.
First Financial is based in Melbourne, Victoria.
The NAICS codes for First Financial are [52, 523110, 5231, 52311, 523].
The SIC codes for First Financial are [62, 621].
Top First Financial Employees
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Lisa Palmer
Chief Executive Officer at First Financial
Melbourne, VIC, AU1 -
Jason Rawlins
General Manager at First Financial
Melbourne, VIC, AU12 -
Gary Larson
President at First Financial
Joplin, MO, US1 -
Bill Morehead
Vice President at First Financial
Los Angeles, CA, US1 -
James Wrigley
James Wrigley - Principal at First Financial
Melbourne, VIC, AU22 -
Rob Petrie
Head of Private Wealth at First Financial
Melbourne, VIC, AU2 -
Pablo Vilela
Principal and Financial Adviser at First Financial
Melbourne, VIC, AU2 -
Adam Ezerins
Principal at First Financial
Melbourne, VIC, AU22 -
David Jackson
Principal at First Financial
Melbourne, VIC, AU21 -
Jessica Afp
Financial Advisor at First Financial
Melbourne, VIC, AU
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