The 5 Financial Group offers a range of complete and integrated financial advisory services.
Our focus is to help you clarify, organise and master your financial circumstances with greater precision and certainty so you can comfortably reach your goals.
Through the 5 Financial group, you can access a broad range of financial advisory services including wealth management, accounting & tax, finance, and estate planning services.
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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 Managing Partner of 5 Financial. He is also Head of Advice, a CERTIFIED FINANCIAL PLANNER ® (CFP), a qualified mortgage broker and Tax (Financial) Adviser.
Brendon is General Manager | Operations at 5 Financial, where he oversees our day-to-day business functions, ensuring we operate efficiently and in line with strategic goals.
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 is a senior Financial Adviser. 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.
Sulo is a Senior Financial Adviser at 5 Financial who supports individuals and families through all stages of their financial journey.
Mark is a Financial Adviser at 5 Financial and is passionate about helping clients make informed decisions that support both their financial and lifestyle goals.
Senior Associate Adviser, Daisy, works with our Client Service Managers to ensure the best possible client experience.
Roslyn is one of our Client Services Managers who provides administrative support to the advisers.
Jarvi is an Advice Associate at 5 Financial and enjoys working closely with clients, seeing firsthand the positive difference the team’s work can make in their lives.
Chris provides administrative support to our advisers.
Client Services Manager, Nadia, provides administrative support to our financial advisers
Julia is 5 Financial’s Client Delivery Manager and plays a key role in ensuring clients are looked after to the high standard the firm is known for.
Communications Manager, Miranda, oversees 5 Financial’s internal and external communications activities.
Eline is the Marketing Coordinator at 5 Financial, where she works to showcase the firm’s story and maintain its digital presence, creating engaging content that connects clients with the team’s expertise.
Our Administrator, Amy, provides administrative support to our team and is the friendly face you’ll see when you first walk through our doors.
With extensive experience in senior-level management across a range of industries, Matt leads our finance team.
Jason is Director – Head of Tax at 5 Financial, leading the firm’s tax and business advisory division. He drives the strategic direction and continued growth of this area while maintaining the high standards expected across the business.
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.
Jenny is a Tax Manager at 5 Financial and provides tax services to clients.
Glaffiora (Glaffy) is an Accountant who is dedicated to delivering great results to her clients.
Cathy provides internal bookkeeping services to 5 Wealth Management and 5 Advisory and Tax.
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