Jason Petersen CFP®

Jason Petersen CFP®

5 Wealth Management Pty Ltd T/A 5 Financial 02 9739... 5financial.com.au/ Contact

About Me

I am 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.

Areas of Focus

  • Aged care
  • Cashflow management
  • Debt management
  • Divorce
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • SME advice
  • SMSF
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Graduate Diploma
  • Years of Experience
    Years of Experience 20 Years
  • Licensed By
    Licensed By 5 Wealth Management Pty Ltd
CERTIFIED FINANCIAL PLANNER®