First Financial
Katie Stevens is a seasoned professional in human resources and executive assistance with extensive experience in various roles. Currently serving as a Human Resources Officer and Executive Assistant to the Managing Director at First Financial since September 2022, Katie previously held the position of Office Manager and Executive Assistant to the Managing Director at the same company from April 2015 to September 2021. Prior to that, Katie worked at Crowe Horwath Australia (formerly WHK) from October 2008 to April 2015, where responsibilities included Executive Assistant to the CEO, Office Manager, and Wealth Management Practice Coordinator. Katie holds a Diploma of Human Resources from Swinburne University of Technology, acquired between 2009 and 2011, and completed education at Proserpine State High School from 1995 to 1999.
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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