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]

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 owned by people who work in our business (not a bank or financial institution).

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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