Jason Petersen - The Investment Series

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Financial Planning

Jason Petersen

Jason Petersen is Head of Wealth Management and a Partner in Sydney financial advisory firm, 5 Financial.

Having been an adviser since 2004, Jason has helped hundreds of clients gain clarity and confidence about their wealth through smart strategies that support them in achieving their goals.

A 2016 AFA Adviser of the Year Grand Finalist, Jason holds qualifications as a Certified Financial Planner, and B Arts (majoring in Management and Information Systems). He also holds a Certificate IV (Finance/Mortgage Broking).

Jason loves spending time with his family, especially supporting his daughters’ various sporting interests. He enjoys golf, cycling and karate, and volunteering at his local surf lifesaving club.

5 Financial

The 5 Financial Group offers a complete and integrated range of financial advisory services.

We know the difference it makes to our clients' lives to have their finances well sorted – and to have a plan of action and ongoing guidance to help them make the most of their wealth.

Our wealth management arm, 5 Wealth Management Pty Ltd, has its own Australian Financial Services Licence, and is an accredited FPA Professional Practice. Our firm is owned by people who work in the business – not a bank or financial institution.

We thoroughly enjoy watching our clients accomplish their goals and set new ones. This is what gets us up and going everyday!


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