5 Financial is a complete and integrated financial advisory firm based in Sydney Australia. As a boutique practice, we are privately owned by people who work in our business. Our wealth management arm, 5 Wealth Management Pty Ltd has its own Australian Financial Services and Credit License Number 314889. Please visit our website www.5financial.com.au to learn more. Our services include wealth management, tax and accounting, finance, aged care advisory, estate planning and self managed superannuation funds. Having been in business since 1988, our goal is to help each of our clients to feel clear and confident about their finances through smart strategies and personalised advice. The content posted here is designed to help prospective clients and staff to get a clearer picture of our approach, and how they stand to benefit by what we offer. Find out more about us by visiting our website, www.5financial.com.au.
View Top Employees from 5 Financial| Website | https://5financial.com.au/ |
| Revenue | $5 million |
| Employees | 28 (28 on RocketReach) |
| Founded | 1988 |
| Address | Suite 2.06, Level 2, 3 Rider Boulevard, Rhodes, New South Wales 2138, AU |
| Phone | +61 2 9739 6555 |
| Technologies | |
| Industry | Financial Services, Finance General, Finance |
| SIC | SIC Code 62 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies |
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5 Financial Questions
The 5 Financial annual revenue was $5 million in 2024.
Jason Petersen is the Head of Advice of 5 Financial.
28 people are employed at 5 Financial.
5 Financial is based in Rhodes, New South Wales.
The NAICS codes for 5 Financial are [52, 523].
The SIC codes for 5 Financial are [62].
Top 5 Financial Employees
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