Verified recordFinancial Services

Matthew Farrell

Owner at 5 Financial

Based in Sydney, Australia

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Seniority

Director

Department

General Business & Management

Location

Sydney

Industry

Financial Services

Company size

27

Contact information

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Email

1 credit

m•••••••@5financial.com.au

Phone

5 credits

+61 ••• •••• ••••

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Background

About Matthew Farrell

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. 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. 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.

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