Matt founded 5 Financial in November 1988. He began with a vision to create something special that helped people achieve what they wanted for their lives and is thrilled the organisation is doing exactly that, more than three decades later.
Jason is Head of Wealth Management, a CERTIFIED FINANCIAL PLANNER ® (CFP), a qualified mortgage broker and Tax (Financial) Adviser.
Rod is an Adviser and Financial Planner. He is a CERTIFIED FINANCIAL PLANNER ® (CFP) and a Tax (Financial) Adviser. He specialises in providing pre and post-retirement financial advice including advice related to aged care.
Gill is an accomplished and highly capable advisor and financial planner. She specialises in developing wealth accumulation strategies for those aged 40 and over, pre-retirees and retirees.
Rui (pronounced Rae) is an experienced and dedicated Financial Adviser. She is a CERTIFIED FINANCIAL PLANNER ® (CFP) and CHARTERED FINANCIAL ANALYST ® (CFA).
Our Practice Manager, Natalia, ensures the 5 Financial office operates as smoothly and efficiently as could be.
Services and Support Manager, Daisy, works with our Client Service Managers to ensure the best possible client experience.
Client Services Manager, Nadia, provides administrative support to our financial advisers
Roslyn is one of our Client Service Managers who provides administrative support to the advisers.
Client Service Manager, Nonica, works with Jason Peterson and is the first point of contact for most of his clients.
Sam is a Client Service Manager who supports our Wealth Management team. She liaises with third party providers such as super funds and insurance companies, and assists in the implementation of advice.
With an impressive corporate finance background, Tom is a qualified and experienced Accountant. He works with many of our business and/or corporate clients, providing business advisory and tax compliance services.
Sebastian is a fully-qualified Accountant with a broad range of accounting experience including working in senior roles in public practice for some of the largest tax firms in Australia. He leads our Advisory and Tax division.
Glaffiora (Glaffy) is a Junior Tax Accountant who is dedicated to delivering great results to her clients.