Jason Petersen

5 Financial

Gold
17 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.

Expertise

  • 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 17
  • 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

5.00
1 Review
5
4
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1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"Jason has been our financial adviser for many years now and with his help, we have been able to grow our wealth significantly and become more confident about the road ahead. He's good at simplifying complex concepts and he is also just as keen as we are to see us reach our goals."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Growing Assets

Qualifications & Training

Bachelor of Management and Information Systems (Honours)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
University of New South Wales (UNSW)
Completed
1998

Estate Planning

Level
0 - Training / Exam / Other
Institution
University of Technology Sydney (UTS)
Completed
2010

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2005

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2006

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2009

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member

Financial Brokers Association of Australia (FBAA)

Membership type
Member

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

SMSF Association (SMSF)

Membership type
Associate
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