First Financial
Kate Anderson is a seasoned financial professional currently serving as a Senior Paraplanner at First Financial since March 2021. Prior experience includes a role as a Professional Standards Officer at Capstone Financial Planning from June 2018 to March 2021 and a brief tenure as a Senior Paraplanner at First Financial in June 2017. Kate also worked as a Paraplanner at Findex from January 2016 to June 2017 and at Integrity Financial Planners from January 2014 to December 2015. Kate holds a Bachelor's Degree in Business from La Trobe University, completed in 2014, and has additional educational experience at EBS Universität für Wirtschaft und Recht in 2012.
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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