ABOUT US
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 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.