Insights

Strong Market Position First Financial is one of the largest wealth management firms in Victoria with over 100 employees and more than two billion dollars in funds under management, indicating significant market influence and a broad client base.

Expanding Client Base Recent mergers, such as the addition of Akambo Financial Group, have increased their staff to 110 and expanded their client reach across Australia, presenting opportunities to offer additional financial products and services.

Technology Adoption Utilizing modern digital tools like Google Ads, Calendly, and Cloudflare Bot Management demonstrates a commitment to innovative client engagement and operational efficiency, ideal for integrating advanced sales platforms.

Focus on Retirement Planning Specialization in pre-retirement and superannuation services positions First Financial as a key partner for clients nearing retirement, which could open doors for targeted investment and estate planning solutions.

Financial Growth Potential With a revenue range of 25 to 50 million dollars and ongoing expansion efforts, there is considerable scope to introduce new financial products, technology solutions, or advisory services tailored to their growth trajectory.

First Financial Tech Stack

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

  • Google Ads
    Advertising
  • Google Conversion Tracking
    Advertising Networks
  • Calendly
    Appointment Scheduling
  • oEmbed
    Dev Tools
  • Slick
    Javascript Libraries
  • PHP
    Programming Languages
  • Cloudflare Bot Management
    Security
  • AddToAny Share Buttons
    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
50%
First.Last@firstfinancial.com.auJohn.Doe@firstfinancial.com.au
50%

Frequently Asked Questions

Where is First Financial's headquarters located?

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First Financial's main headquarters is located at Level 9, 90 Collins Street Melbourne, Victoria 3000, AU. 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 NAICS code?

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First Financial's NAICS code is 52 - Finance and Insurance.

How many employees does First Financial have currently?

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As of October 2025, First Financial has approximately 88 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 AdsGoogle Conversion TrackingCalendlyoEmbedSlickPHPCloudflare Bot ManagementAddToAny Share Buttons.

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

Financial ServicesAustralia51-200 Employees

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 over $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

Section iconCompany Overview

Headquarters
Level 9, 90 Collins Street Melbourne, Victoria 3000, AU
Phone number
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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