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Sarah Wong
Senior Paraplanner at First Financial
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Work Experience
Jul 2015 - Present · 9 years and 6 months
Senior Paraplanner
Sep 2016 - Present · 8 years and 4 months
Paraplanner
Jul 2015 - Sep 2016 · 1 years and 2 months
Senior Paraplanner
Oct 2014 - Jul 2015 · 9 months
Company Details
51-200 Employees
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
Year Founded
2014
Social Media
Linkedin
Industry
Financial Services
HQ Location
Level 2 90 Collins Street Melbourne, Victoria 3000, AU
Keywords
Wealth Management and Financial PlanningRisk and Life InsuranceSelf-Managed Superannuation Fund (SMSF) administrationLending & Financeand Aged Care
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