Jason Petersen Email & Phone Number
Managing Partner @ 5 Financial
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Jason Petersen Location
- Sydney, NSW, AU
Jason Petersen Work
- 2025 -now Managing Partner @
- 2004 -now Head of Advice @
Jason Petersen Education
- Financial Planning Association
Certified Financial Planner (Financial Planning and Services)
2007-2010 - University of New South Wales
Bachelor of Arts (BA) (Information Systems and Management)
1995-1998 - Securities Institute of Australia
Graduate Diploma (Financial Planning)
2005
Jason Petersen Skills
- Portfolio Management
- Risk Management
- Banking
- Financial Analysis
- Financial Risk
- Relationship Management
- Financial Planning
- Retirement Planning
- Financial Advisory
- Investment Strategies
- Wealth Management
- Financial Services
- Wealth
- Investments
- Equities
- Superannuation
- Investment Advisory
- Pensions
- Asset Management
- Insurance
- Fixed Income
- Investment Management
- Tax-advantaged Investment Strategies
- Business Relationship Management
- Pension Funds
- Finance
- Estate Planning
- Strategy
- Asset Allocation
- Financial Markets
- Business Strategy
Jason Petersen Summary
- Jason Petersen, based in Sydney, NSW, AU, is currently a Managing Partner at 5 Financial. Jason Petersen brings experience from previous roles at 5 Financial. Jason Petersen holds a 2007 - 2010 Certified Financial Planner in Financial Planning and Services @ Financial Planning Association. With a robust skill set that includes Portfolio Management, Risk Management, Banking, Financial Analysis, Financial Risk and more. Jason Petersen has 1 emails on RocketReach.
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