Matthew Farrell Email & Phone Number

Are you a financial adviser or accountant who feels frustrated, bored or disengaged in your current role – and you know you could do so much more?Over the years, 5 Financial has been fortunate in attracting & retaining many talented employees who share my passion and enthusiasm for creating meaningful improvements in the financial lives of our clients.I see our practice as offering significant advantages over other types of potential employers in the financial services space for the following reasons:1. We are a boutique financial services practice. In fact we have our own AFSL – something that's reasonably rare for smaller firms in the industry. We are free to explore a wide range of options to find what's best for our clients. Our advisers find this a very refreshing & rewarding approach.2. We are a complete & integrated financial services practice. This means we can easily co-ordinate a range of services for our clients – including financial planning (wealth management), accounting & tax, mortgages and finance, estate planning & aged care financial advisory. As a result, it's vastly easier for our clients as they don't have to repeatedly supply the same details over and over to multiple providers.3. By being part of a small team of dedicated & enthusiastic professionals, each person's contribution is highly valued – and makes a powerful difference in the lives of our clients.I'm passionate about creating an environment that allows our people to thrive – our staff as well as our clients. If you're a financial adviser or an accountant & you'd like to know more about the many compelling reasons why working for 5 Financial is a smart career move, I'd love to hear from you.

Listed skills include Wealth Management, Investments, Financial Services, Financial Planning, and 19 others.

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  Owner

  5 Financial

  1988 - Present - Rhodes, Sydney, Australia

  I founded the company that today is known as 5 Financial, back in 1988.My interest in the industry initially grew from having completed an Economics degree followed by an early career in auditing, insurance and superannuation. But I was hungry to create a business that helped people achieve real financial independence – and that became the cause I pursued in my business. I can trace this desire back to a young age. Even back then it was clear to me that life seemed more interesting, relaxed and fun for those who made wise choices with their money.Freedom from money worries gave people the ability to devote their time to those activities in life they loved. Whether that was being able to spend time with their family, travel, create and grow a business they were passionate about, or any other kind of pursuit, having a strong financial base was a vital ingredient.So why is our business called ‘5 Financial’ you may ask? Well, over the years we noticed that financial success for most people typically comes down to having five key ingredients in place – and doing them well. These key areas are wealth management, accounting & tax, business advisory, finance and estate planning – and we offer all of these at 5 Financial.This allows us to provide you with a fully integrated financial service that addresses all your requirements efficiently and in a way that delivers maximum value to you.As Director of the firm, these day I don’t personally offer financial advice anymore. Today what I enjoy most is bringing together talented people in our firm to create highly effective teams who are skilled in delivering exceptional services to our clients. To this end, I spend my time seeking high energy interactions with others who can help us grow and spread the incredibly valuable message we have to offer at 5 Financial.If you'd like to know more about career opportunities at 5 Financial, please feel free to connect with me via LinkedIn or 5financial.com.au.

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  Macquarie University

  Bachelor Of Economics