Insights

Scale potential First Financial is a mid-sized Australian wealth manager with over 100 employees and $2+ billion in funds under management, presenting a large addressable market for advisory, SMSF, and estate planning services.

SMSF upgrade Recent news shows First Financial adopting upgraded SuperMate SMSF software, indicating a willingness to modernize technical capabilities; opportunity to offer compatible fintech, compliance, or data integration solutions.

Integrated service pitch Their service lines span wealth management, loans, SMSF administration, risk/insurance, and estate planning; cross-sell opportunities exist across lending, risk products, and aged care planning.

Leadership changes There have been client experience and associate adviser hires and departures, signaling potential emphasis on customer journey insights, CRM optimization, and training services to sustain growth and retention.

Growth potential As one of Victoria’s largest firms with substantial AUM and a broad client base, they may pursue acquisitions or mergers; strategic partnerships around technology platforms, compliance, and scale-enabled services could be highly valuable.

First Financial Tech Stack

First Financial uses 8 technology products and services including Google Ads, DoubleClick Floodlight, Google Ads Conversion Tracking, and more. Explore First Financial's tech stack below.

  • Google Ads
    Advertising
  • DoubleClick Floodlight
    Advertising
  • Google Ads Conversion Tracking
    Analytics
  • MySQL
    Database
  • Google Fonts API
    Font Scripts
  • Microsoft Azure
    Platform As A Service
  • All in One SEO
    Search Engines
  • Contact Form 7
    Web Platform Extensions

First Financial's Email Address Formats

First Financial uses at least 1 format(s):
First Financial Email FormatsExamplePercentage
First.Last@firstfinancial.com.auJohn.Doe@firstfinancial.com.au
100%

Frequently Asked Questions

Where is First Financial's headquarters located?

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First Financial's main headquarters is located at 90 Collins Street Level 9 Melbourne, Victoria 3000 Australia. The company has employees across 4 continents, including OceaniaNorth AmericaAsia.

What is First Financial's phone number?

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You can contact First Financial's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is First Financial's stock symbol?

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First Financial is a publicly traded company; the company's stock symbol is BAFN.

What is First Financial's official website and social media links?

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First Financial's official website is firstfinancial.com.au and has social profiles on LinkedIn.

What is First Financial's SIC code NAICS code?

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First Financial's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does First Financial have currently?

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As of June 2026, First Financial has approximately 97 employees across 4 continents, including OceaniaNorth AmericaAsia. Key team members include Chief Executive Officer: L. P.Vice President Chief Distribution And Sales Officer: J. B.Vice President Credit Risk Management: D. Z.. Explore First Financial's employee directory with LeadIQ.

What industry does First Financial belong to?

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First Financial operates in the Financial Services industry.

What technology does First Financial use?

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First Financial's tech stack includes Google AdsDoubleClick FloodlightGoogle Ads Conversion TrackingMySQLGoogle Fonts APIMicrosoft AzureAll in One SEOContact Form 7.

What is First Financial's email format?

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First Financial's email format typically follows the pattern of First.Last@firstfinancial.com.au. Find more First Financial email formats with LeadIQ.

When was First Financial founded?

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First Financial was founded in 2014.
First Financial logo

First Financial

Financial ServicesVictoria, Australia51-200 Employees

First Financial operates in the financial services sector with a focus on relationships and pre-retirement planning, helping clients prepare for retirement. It relies on a sizable team of specialists with extensive industry experience, and is described as one of the larger firms in Victoria. Its range of services includes wealth management, lending for home, investment, and commercial needs, establishment and administration of self-managed superannuation funds, risk management and insurance advice, and estate planning together with aged care guidance.

The company is based in Melbourne, Victoria, and targets clients approaching retirement who require guidance across these financial areas. In July 2024, First Financial selected an upgraded SMSF software platform from SuperMate, indicating ongoing enhancements to its self-managed superannuation services.

Section iconCompany Overview

Headquarters
90 Collins Street Level 9 Melbourne, Victoria 3000 Australia
Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
Stock Symbol
BAFN
NAICS Code
52 - Finance and Insurance
Founded
2014
Employees
51-200

Section iconFunding & Financials

  • $25M$50M

    First Financial's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    First Financial's revenue is estimated to be in the range of $25M$50M

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