5 Financial

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5 Financial is a Sydney-based wealth management firm founded in 1988 by Matt Farrell. The firm partners with successful professionals and families to deliver personalised financial advice across wealth management, tax, finance, and estate planning. All under one roof. What sets 5 Financial apart is... Read more

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Employees

11-50

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Org chart

Jason Petersen
Managing Partner & Head of Advice
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Brendon Jones
General Manager Operations
Adelina Lalic
Business Improvement Manager
Nathaniel Kroll
Client Accounts Officer
Amy Leslie
Administrator
Tom Farrell
Client Director
Jason Lee
Director – Head of Tax
Matt Collier
Finance Broker
Rod Gardner
Senior Financial Adviser
Gillian Witham
Senior Financial Advisor
Sulo Kulendran
Senior Financial Advisor
Sebastian Olivares
Director - Advisory & Tax

Board & advisors

Matt Farrell
Principal