First Financial
Amy C. is an experienced finance professional with a strong background in client services and administration. Currently serving as an Associate Adviser and Client Services Administrator at First Financial since April 2021, Amy has previously held positions such as Service Delivery Officer at the Australian Taxation Office and Finance Administrator at AKA Australia. Responsibilities have included processing accounting work, managing accounts payable and receivable, preparing invoices, and assisting clients with inquiries. Amy holds a Bachelor of Commerce in Financial Planning from Deakin University and has completed a Certificate III in Business Administration. Additionally, Amy has experience in administrative roles across various organizations, enhancing operational efficiency and client relations.
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First Financial
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 60 employees and $1.4 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