First Financial
Lisa Palmer currently serves as the Chief Operations Officer at First Financial, a position held since February 2025. Additionally, Lisa is a Conduct Review Commission Panel Member for the Financial Advice Association Australia, contributing to the regulation of ethical standards in the financial planning profession since August 2015. Previous roles include Executive Manager of Intermediary Distribution & Growth at Hostplus from May 2022 to January 2025 and General Manager of Distribution & Advice at Statewide Super from June 2014 to May 2022, where advocacy for financial education and comprehensive planning services was emphasized. Lisa also held the position of Vice President at The Hills Montessori School from July 2013 to May 2017, where governance and strategic direction were supported on the School Board.
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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