5 Financial

5 Financial

Financial Services Au 23 employees
Employees
23
Contacts
3
Emails
3

5 Financial Overview

Headquarters
Au
Industry
Financial Services
Employees
23
Founded
1988
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About 5 Financial

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.

5 Financial Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage

5 Financial Org Chart

Sample employees and titles
Name Title Contact
Adelina Lalic Customer Success - Strategic Planning
View
Brendon Jones General Manager - Operations at 5
Email
Matthew Farrell Owner, 5 Wealth Management Pty Ltd
Email
Tom Farrell Director at 5 Financial
Email

Employees by Management Level

Manager 7 profiles
Individual contributor 5 profiles
Director 2 profiles
Executive 1 profile
Senior / Lead 1 profile
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 4 4 1
Sales 2 2 0
Executive 2 2 0

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