Jason Petersen, CFP®


Name Jason Petersen CFP®
Company 5 Wealth Management Pty Ltd T/A 5 Financial
Address Suite 2.06 Level 2 3 Rider Boulevard
Rhodes, NSW 2138
Phone 02 97396555
Website www.5financial.com.au

I am head of Wealth Management and a Partner at 5 Financial - a financial advisory practice that offers an integrated range of services. Our firm is 100% owned internally by people who work in our business. My passion is to help my clients become clearer and more confident about their finances (and the life they can enjoy as a result of doing so).I've written for 'Ask the Expert' in Money Magazine, and I am a 2016 Grand Finalist in the AFA Adviser of the Year Award. Away from work, I love spending time with my family, especially supporting my daughters' various sporting pursuits. I also volunteer on patrol at my local surf lifesaving club.

< Prev Page

Member Benefits

Become a Member

FAAA Communities

Pro Bono Advice