The Financial Planning Association of Australia The Financial Planning Association of Australia

Jason Petersen, CFP®


Name Jason Petersen, CFP®
Company 5 Financial
Address Suite 2C
Level 2 9 Blaxland Road
Rhodes, NSW 2138
Phone 02 97396555
Email [email protected]
Website www.5financial.com.au

I'm head of Wealth Management and Partner at 5 Financial - an independently-owned financial advisory practice that offers an integrated range of services.

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 am also a volunteer on patrol at my local surf lifesaving club.

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