Insights

Strong Market Presence First Financial is a leading wealth management firm in Victoria with over $2 billion in funds under management and a large team of specialists, indicating substantial market influence and potential for expansion into additional financial services or geographic regions.

Expansion Through Mergers The recent merger with Akambo Financial Group, adding 110 staff and 3,000 clients nationwide, presents opportunities to offer integrated financial solutions, cross-sell investment products, or enhance client engagement strategies.

Focused Technology Adoption Utilizing tools like SuperMate for SMSF management and digital platforms such as Google Ads and Calendly demonstrates a commitment to technology-driven service delivery, creating opportunities to introduce complementary fintech products or automate client onboarding.

Growing Client Base With a steady influx of new clients and a focus on self-managed super funds and estate planning, there is potential to upsell advanced advisory services, retirement planning products, or digital financial tools to existing and prospective clients.

Opportunities for Standardization As one of the largest firms in Victoria with a diverse service offering, there is a strategic opportunity to develop standardized financial solutions, digital onboarding, or compliance tools to improve operational efficiency and scale service delivery.

Similar companies to First Financial

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

Media & News

First Financial's Email Address Formats

First Financial uses at least 1 format(s):

First Financial Email Formats	Example	Percentage
First.Last@firstfinancial.com.au	John.Doe@firstfinancial.com.au	50%
First.Last@firstfinancial.com.au	John.Doe@firstfinancial.com.au	50%

Frequently Asked Questions

Where is First Financial's headquarters located?

First Financial's main headquarters is located at 90 Collins Street Level 2 Melbourne, Victoria 3000 Australia. The company has employees across 4 continents, including OceaniaNorth AmericaAsia.

What is First Financial's phone number?

You can contact First Financial's main corporate office by phone at

+61-2-9231-****

. 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?

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?

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

What is First Financial's SIC code NAICS code?

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?

As of February 2026, First Financial has approximately 93 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?

First Financial operates in the Financial Services industry.

What technology does First Financial use?

First Financial's tech stack includes Google AdsGoogle Conversion TrackingCalendlyoEmbedSlickPHPCloudflare Bot ManagementAddToAny Share Buttons.

What is First Financial's email format?

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?

First Financial was founded in 2014.

First Financial

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

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

Q: How many employees does First Financial have currently?

First Financial has approximately 93 employees.

Q: What technology does First Financial use?

First Financial's tech stack includes Twenty Sixteen, AddToAny, James, Facebook Pixel, RSS.

Financial ServicesVictoria, Australia51-200 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