First Mutual is a boutique AFSL with advisers in Victoria, New South Wales and Queensland.
First Mutual has provided practice support to member firm practices since its inception in 2012 and has become a trusted and professional provider of financial services.
First Mutual is appropriate for advisers and growing practices who value commitment and trust, and who want to be part of a non-aligned network. This experienced and profitable dealer group understands that future success relies on value for all – clients, practitioners and the AFSL.
First Mutual has grown organically, generally from referrals by current advisers.
The Financial Services industry in Australia has become more compliance driven, particularly following the Royal Commission.
This means it is essential that your AFSL is well managed and applies strong processes. But it’s also important client facing communications are as ‘user friendly’ as possible.
First Mutual has 3 primary measures based on one value: Respect
Our number one priority is your clients, because your clients are your number one priority.
It’s a collaborative relationship.
First Mutual will respect and support your business:
Our network consists of practitioners who
You benefit from easy access to quality, experienced and knowledgeable professionals.