First Financial
David Jackson is a seasoned financial professional with extensive experience in the industry, currently serving as Principal at First Financial since February 2014. Prior to this role, David worked as Principal & Adviser at Crowe Horwath from November 2009 to January 2014 and as Adviser at Supermaster / WHK from September 1998 to November 2009. Educational qualifications include a CFP from the Financial Planning Association (FPA), a Diploma of Financial Planning from the FPA, a Bachelor of Business in Accounting from RMIT University, a Bachelor of Education from Phillip Institute, Coburg, and a Diploma of Teaching from Mercy Teachers College.
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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