Our Team

Having your finances managed as well as possible helps you achieve your goals, allowing you to live the life you want. And it’s this that motivates us here at 5 Financial.

Our team of talented and capable people are skilled in a wide range of specialist areas, enabling us to manage all your requirements in a co-ordinated, efficient and effective manner.

Meet our financial services team

Matthew FarrellMatthew Farrell
Principal & Founder
5 Financial

Matt is keeper of 5 Financial’s vision: to help clients feel clear and confident about their finances so they can achieve all of their life’s goals – a passion he has held since starting the firm in 1988.

“Over the years I’ve noticed that doing the right things consistently well creates remarkable results,” says Matt. “By focusing on the key areas that influence and drive financial success, our advisers help clients crystallise their goals, and identify the most effective strategy to achieve them. Clients often tell us how energised they feel by gaining this clarity, focus and direction, and of course we love hearing from them as they achieve their goals too.”

Away from the office Matt enjoys spending quality time with his family, swimming and walking Sydney’s ‘Bay Run’. Read Matt’s LinkedIn profile.


 

Wealth Management


Jason Petersenafa-adviser-of-the-year-finalist-2016
Head of Advice Wealth Management
5 Wealth Management

Jason leads our wealth management advisory team and is a partner in the firm. As our senior adviser, he has been helping make substantial improvements in the financial lives of clients since 2004.

“My favourite part of my role is seeing clients become more confident about their finances and what they can achieve,” says Jason. “I really enjoy helping them create a vision for where they’d like to head financially, and then bringing that to life.”

A 2016 AFA Adviser of the Year Finalist, Jason holds qualifications as a Certified Financial Planner, and B Arts (majoring in Management and Information Systems). He also holds a Certificate IV (Finance/Mortgage Broking).

Jason loves spending time with his family, especially supporting his daughters’ various sporting interests. On weekends he is a volunteer on patrol with his local surf lifesaving club. He also enjoys golf, cycling and karate. Read Jason’s LinkedIn profile. See Jason featured in Money Magazine. And in Money Magazine cover article.


Gillian Witham
Adviser
5 Wealth Management

To her role as a financial adviser, Gill brings considerable warmth, empathy and insight. Her qualifications include a Graduate Diploma of Finance, and Gill is currently completing a Master of Applied Finance (specialising in Financial Planning). Gill is also an Accredited Aged Care Professional and she provides advice on financial planning in relation to Aged Care services – an area of growing interest to many clients who are assisting older parents in this area.

“When people don’t have a clear grasp of their finances and goals, they miss out, and life is less comfortable as a result,” says Gillian. “My focus is to help clients crystallise their thinking on what they can aspire to, and put the strategies in place to help them achieve it.”

With strong skills in customer service built on 22+ years’ experience running a business with her husband, Gillian can relate to people on many levels. Her capability in numeracy and problem solving was also developed during her Bachelor’s degree in Civil & Structural Engineering.

In her free time, Gillian enjoys spending time with her family, especially sailing on Sydney’s waterways on a recently acquired boat.


Roslyn McNuttRoslyn McNutt
Client Services Manager
5 Wealth Management

Ros is the first point of contact for many of Jason’s clients, and she is able to field many of their enquiries.

“I especially enjoy building a connection with clients and helping out by answering their questions where I can,” says Ros. “Financial matters can sometimes feel quite complex and I think many clients feel comfortable about checking something with me if they’re unsure.”

Meticulous and well-organised, Ros is also responsible for activating the tasks we need to complete on behalf of our clients, and overseeing that they get done.

Ros has completed a Diploma of Financial Planning. Away from work, Ros enjoys time with her family, as well as going on walks and to the gym.


rovenaRovena Andruskevica
Client Services Manager
5 Wealth Management

Rovena supports our wealth management advisers by helping to prepare for client meetings and assisting with ‘running the numbers’ to model the likely outcomes for different options being considered.

“It makes me really happy to see our clients reach the goals they set,” says Rovena. “The work we do helps them feel confident about what’s possible and the best way to achieve it.”

An avid learner, Rovena is currently studying for her Certified Financial Planner qualification, and she has previously completed a Bachelor of Economics and Diploma of Financial Planning.

Having been a junior tennis player in her native home, Latvia, these days Rovena enjoys social tennis as well as exploring NSW on weekends away.


Natalia Bohl
Client Services Manager
5 Wealth Management

Friendly and efficient, Natalia has strong administrative skills and a talent for organisation.

“I enjoy building a rapport with clients and helping them with their enquiries,” says Natalia. “I also find it really interesting to see the variety of financial strategies that are used to match different people’s needs. The advice is very tailored.”

Natalia has a Diploma in Tourism Administration, and she has also completed studies in superannuation and MYOB. Her background includes many years’ experience in superannuation and administrative roles.

In her free time, Natalia enjoys the outdoors, playing tennis and going to the movies.


Daisy_DaiDaisy Dai
Implementation Manager
5 Wealth Management

Daisy is an enthusiastic member of our administrative team that supports our wealth management advisers.

As a graduate with a Bachelor of Finance from ANU, Daisy has previously worked in real estate and a tax agency.

“I’m interested in financial advisory because it helps people figure out their bigger picture and what they need to do to manage their wealth,” says Daisy. “I find it really fascinating to see how investment and superannuation portfolios are tailored to suit each client.”

In her spare time, Daisy enjoys swimming, and playing basketball and badminton with friends.


 

Tax

Adrian Ma
Adrian is a consultant to our practice.
Registered Tax Agent & Chartered Accountant
5 Accounting & Tax

Adrian is a highly capable Accountant who holds dual qualifications as a Chartered Accountant (CA) and a Certified Practising Accountant (CPA). With over 10 years’ experience in public practice as well as having worked in a top 10 accounting firm, Adrian’s skills are substantial and wide-ranging. His expertise includes assisting small medium size business clients, foreign control subsidiaries, medical practitioners and more.

“I especially enjoy doing tax consulting and research work such as personal services Income advice, service entity arrangements, small business concessions, business restructures and valuations,” says Adrian. “I enjoy getting to know each of our clients and helping them solve their specific tax issues.”

When he’s not at work, Adrian enjoys swimming and playing badminton. He also runs the City2Surf with 72mins being his PB.


Chris_BriegerChris Brieger
Chris is a consultant to our practice.
Registered Tax Agent & Accountant
5 Accounting & Tax

An experienced and insightful accountant, Chris especially enjoys the ‘people side’ of business.

“I find it really interesting to get to know and work with all the different people that I meet through my work,” says Chris. “It’s really satisfying to be able to help them with their tax and accounting, and to simplify and explain what are often quite complex concepts.”

Chris established his own accountancy practice at the age of 24, and in the years since, he has assisted many hundreds of people with their tax and accounting needs.

Away from work, Chris is a competitive chess player who even competes in the Australian Open Chess Championships from time to time. Read Chris’ LinkedIn profile.


Baljot Mundi
Registered Tax Agent & Accountant
5 Accounting & Tax

Baljot is a dedicated tax accountant who assists in preparing tax returns and financial documents for our clients.

“I enjoy helping our clients gain the maximum benefits they’re entitled to,” says Baljot. “I also like being part of the 5 Financial team and supporting other members in the important work we do.”

Baljot has a Master of Commerce, a Master of Professional Accounting and Diploma of Financial Planning. It is also her intention to become registered as a tax agent in the not too distant future.

Away from work, Baljot enjoys spending time with her young family and she relaxes by cooking, with chili paneer being a dish she is famous for.


Estate Planning

Mike_Fitzpatrick1Mike Fitzpatrick
Estate Planning Adviser

Mike is Principal of Clarendene Pty Ltd – a law firm specialising in Estate Planning that works closely with 5 Financial and our clients.

“I’m passionate about helping people to plan what will happen to their assets so their wealth is well protected and goes to the people they care about,” says Mike. “Structuring their estate correctly also helps reduce the risk of it being unnecessarily eroded by taxes.”

Mike has practised as a lawyer for 40 years, including 20 years of involvement in financial advisory services.

His interests away from work include collecting famous peoples’ wills and bicycle riding.

 


Anne_FarrellMarketing & Administration

Anne Farrell
Office & Marketing Manager
5 Financial

Drawing on many years experience as a senior administrator, and also as a copywriter in her own business, Anne takes care of a variety of front-line and behind-the-scenes tasks for 5 Financial.

“I’m very proud of how my colleagues’ skills  help make profound improvements in the lives of our clients,” says Anne. “I love being able to express that value through the communications, marketing and administration that are all part of my role.”

Married to 5 Financial’s founder, Matthew, Anne has been a part of the business since its earliest days and she has enjoyed seeing how far it has evolved and grown over the years. Her qualifications include a Master of Arts (Professional Communication) and a Bachelor of Health Administration.

Away from work, Anne enjoys spending time with her family and helping out with the communications for her youngest son’s water polo club. Read Anne’s LinkedIn profile.