5 Financial
Financial Services
Au
23 employees
- Employees
- 23
- Contacts
- 3
- Emails
- 3
5 Financial Overview
- Headquarters
- Au
- Website
- 5financial.com.au
- Industry
- Financial Services
- Employees
- 23
- Founded
- 1988
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Adelina Lalic | Customer Success - Strategic Planning |
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|
|
| Brendon Jones | General Manager - Operations at 5 | Beaumont Hills, New South Wales, Australia |
Email
|
| Matthew Farrell | Owner, 5 Wealth Management Pty Ltd | Greater Sydney Area, Australia |
Email
|
| Tom Farrell | Director at 5 Financial | Greater Sydney Area, Australia |
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 | Phone | |
|---|---|---|---|
| Finance | 4 | 4 | 1 |
| Sales | 2 | 2 | 0 |
| Executive | 2 | 2 | 0 |
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