What is First Financial's NAICS code?

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

Insights

Affluent AUM With over 2 billion in funds under management and a large Melbourne-based presence, First Financial presents a substantial potential for higher value financial planning services, diversified product cross-sell opportunities, and premium advisory offerings.

SMSF Growth Recent integration with SuperMate SMSF platform signals a strong emphasis on self-managed super funds, creating opportunities to upsell advanced SMSF administration, compliance services, and tailored retirement strategies.

Retirement Focus Positioned as pre-retirement specialists, there is a clear pathway to expand advisory services around estate planning, aged care planning, and risk management to capture clients planning for life transitions.

Expansion Signals Mergers and growth history, including prior scale from Akambo merger and a rising client base, indicate capacity for onboarding larger SME clients, offering integrated lending, wealth, and advisory packages.

Digital Engagement Existing tech stack and modern scheduling/marketing tools (Calendly, WordPress, Google Ads, Azure, Mailgun) create opportunities to upsell digital experiences, client onboarding automation, and data-driven personalized marketing for deeper client engagement.

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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.

Google Ads
Advertising
Calendly
Appointment Scheduling
WordPress
Content Management System
Mailgun
Email
Microsoft 365
Email
Microsoft Azure
Platform As A Service
WP Engine
Platform As A Service
reCAPTCHA
Security

Media & News

First Financial's Email Address Formats

First Financial uses at least 1 email format:

First Financial Email Formats	Example	Percentage
First.Last@firstfinancial.com.au	John.Doe@firstfinancial.com.au	100%

Frequently Asked Questions

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.

How much revenue does First Financial generate?

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

What is First Financial's SIC code and NAICS code?

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

How many employees does First Financial have currently?

As of October 2026, First Financial has approximately 101 employees across 4 continents, including Oceania, North America and Asia. Key team members include Vice President Chief Distribution And Sales Officer: J. B., Vice President Policy Administration: G. H. and Vice President Treasury Management - Middle Market: R. P. 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 Ads, Calendly, WordPress, Mailgun, Microsoft 365, Microsoft Azure, WP Engine and reCAPTCHA.

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 101 employees.

Q: What technology does First Financial use?

First Financial's tech stack includes Slick, AddToAny Share Buttons, jQuery, Microsoft Word, Twenty Sixteen.

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.