First Financial
Fiona Tobin is an experienced financial services professional currently serving as the Head of Advice Compliance and Paraplanning Team Leader at First Financial since January 2021. Prior to this role, Fiona worked at MLC Australia from October 2014 to December 2020, where responsibilities included coaching a team of Advice Review Consultants and conducting compliance reviews to ensure adherence to Licensee Standards. Earlier career experience includes various positions at National Australia Bank from June 2010 to October 2014 and as a Team Assistant at WHK. Fiona holds multiple qualifications in financial planning and business, including a Graduate Diploma in Financial Planning from Kaplan Professional and a Bachelor of Business in Finance from Charles Sturt University.
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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