Jason Petersen

5 Financial

19 Yrs Experience
Rhodes, NSW 2138

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.


  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2005
  • Years of experience 19
  • Highest qualifications
    • Bachelor of Management and Information Systems (Honours)
    • Graduate Diploma of Financial Planning
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

5 Financial

Suite 206 Level 2, 3 Rider Blvd
Rhodes, NSW 2138

Licensed by

5 Financial

AFSL 314889