Insights

Scale potential High revenue and assets under management position First Financial for upsell of higher‑tier wealth management services, advanced financial planning, and SMB to SME lending solutions as they scale.

SMSF expansion Recent upgrade to SuperMate SMSF platform and prior merger expanding client base indicate strong opportunity to cross‑sell SMSF administration, estate planning, and compliance services.

Growth trajectory With over 2B in FUM and a footprint as one of Victoria’s largest firms, there is potential for strategic partnerships, technology integrations, and white‑label or referral arrangements to accelerate market reach.

Talent transitions Staff movements such as client experience hires and leadership changes suggest a receptiveness to enhanced client experience programs, onboarding improvements, and advisory process optimization solutions.

Digital enablement Active digital marketing stack and online presence imply opportunities to offer data analytics, CRM optimization, and automate marketing/sales tech to strengthen client acquisition and retention.

First Financial Tech Stack

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

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

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.

How much revenue does First Financial generate?

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As of August 2026, First Financial's annual revenue is estimated to be $25M - $50M.

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 August 2026, First Financial has approximately 97 employees across 4 continents, including OceaniaNorth AmericaAsia. Key team members include Vice President Chief Distribution And Sales Officer: J. B.Vice President Policy Administration: G. H.Vice President Treasury Management - Middle Market: R. P.. 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 AdsCalendlyWordPressMailgunMicrosoft 365Microsoft AzureWP EnginereCAPTCHA.

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

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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