Jason Petersen

Hi, I'm Jason and I'm very pleased to have this opportunity to share a little of my story.

Currently I'm a Partner and Head of Wealth Management at 5 Financial, an independently-owned financial advisory firm based in Rhodes, Sydney. I'm also very honoured to have been a Grand Finalist in the AFA's 2016 Adviser of the Year Award.

What drives me is a passion to help you organise your financial affairs in a way that enables you to achieve each of your life's goals comfortably, and in your desired timeframe.

In doing so, you feel more financially confident, and that you have a clear strategy for action.

Away from work, I enjoy spending time with my family, and in particular supporting my daughters' various sporting activities. I'm also a volunteer on patrol at my local surf beach, and I enjoy playing golf and cycling whenever time permits.

If you'd like to know more about how we work and how I can help you, please phone in for a complimentary initial consultation. You can also find out a lot of info at our website, www5financial.com.au. 

I look forward to having the opportunity to meet you, and to find out how I can help you in identifying and reaching all goals that are important to you.