Jason Petersen

When you’re clear financially, life feels better. That belief has guided my work for more than two decades.

I’m the Managing Partner at 5 Financial, and I’ve been part of 5 Financial for more than 20 years. I joined as the first adviser and have grown alongside the firm as it evolved from a founder-led practice into the values-driven firm it is today.

Over the years, I’ve worked closely with successful professionals and families and seen a common theme emerge: most people don’t need more information. They need clarity, perspective, and a trusted partner to help them make confident decisions.

At 5 Financial, my role is to lead a team that delivers exactly that.

We specialise in smart, personalised wealth strategies that simplify complexity, protect what matters most, and support our clients through every stage of life. We don’t believe in cookie-cutter advice or quick wins. We believe in long-term thinking, genuine care, and relationships that last.

In 2025, I stepped into the role of Managing Partner, leading the next chapter of growth while staying true to the principles the business was built on: trust, capability, personal connection, and care that’s real.

If you’re looking for a financial partner who values clarity, calm decision-making, and doing things properly I’d love to connect.

Jason Petersen

📩 jason@5financial.com.au