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.