Our team

Wealth Management

Matt Farrell

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.

Natalia Bohl

Practice Manager

Our Practice Manager, Natalia, ensures the 5 Financial office operates as smoothly and efficiently as could be.

Jason Petersen

Head of Advice

Jason is Head of Advice, a CERTIFIED FINANCIAL PLANNER ® (CFP), a qualified mortgage broker and Tax (Financial) Adviser.

Gillian Witham

Financial Adviser

Gill is an accomplished senior Financial Adviser and a Tax (Financial) Adviser, holding a Master of Applied Finance (Financial Planning). She specialises in providing pre- and post-retirement advice, developing wealth accumulation and tax management strategies for those aged 40 and over, as well as Aged Care Planning.

Rod Gardner

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.

Daniel Cohen

Financial Adviser

Daniel is an Adviser and a CERTIFIED FINANCIAL PLANNER ® (CFP).

Daisy Dai

Services and Support Manager

Services and Support Manager, Daisy, works with our Client Service Managers to ensure the best possible client experience.

Roslyn McNutt

Client Services Manager

Roslyn is one of our Client Services Managers who provides administrative support to the advisers.

Chris Mitchell

Client Services Manager

Chris provides administrative support to our advisers.

Rashmeet Kaur

Client Services Manager

Rashmeet provides administrative support to our advisers.

Nadia Spasova

Client Services Manager

Client Services Manager, Nadia, provides administrative support to our financial advisers

Miranda Senkowycz

Communications Manager (part-time)

Communications Manager, Miranda, oversees 5 Financial’s internal and external communications activities.

Amy Leslie

Administrator

Our Administrator, Amy, provides administrative support to our team and is the friendly face you’ll see when you first walk through our doors.

Mortgage and Finance Broking

Matt Collier

Finance Broker

With extensive experience in senior-level management across a range of industries, Matt leads our finance team.

5 Advisory and Tax

Tom Farrell

Client Director

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 Olivares

Client Director

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.