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'm 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.

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