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

Jason Petersen, CFP®

Name Jason Petersen CFP®
Company 5 Wealth Management Pty Ltd T/A 5 Financial
Address Suite 2C
Level 2 9 Blaxland Road
Rhodes, NSW 2138
Phone 02 97396555

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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