ABOUT US

First Mutual is a boutique AFSL with advisers in Victoria, New South Wales and Queensland.

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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.

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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.

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First Mutual has grown organically, generally from referrals by current advisers.

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THE ENVIRONMENT

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.

VALUES

First Mutual has 3 primary measures based on one value: Respect

Respect for the practitioner

Respect for the practitioner’s business

Respect for the practitioner’s clients

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:

Delivering

as much flexibility as is possible and practical, enabling you to operate your business and achieve your goals

timely support for your SoA’s and other documentation

Responsiveness to your queries – ensuring you are heard

Paying on time

Giving access to the decision makers

Providing

Compliant documentation

Regular Morningstar research reports plus other industry news and webinars

Quarterly PD Days

Kaplan registration

Kaplan discounted fees for 2026 academic qualifications

An Adviser Portal, containing a library of industry information and research, informal client survey questionnaires, a central source for sample documents

Our network consists of practitioners who

are focused on their clients’ needs

are committed to their future,

have appropriate regard for their licensee,

are happy to interact with their peers as appropriate.

You benefit from easy access to quality, experienced and knowledgeable professionals.