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Freddy Slamet
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Work Experience
Client Services Manager
Sep 2023 - Jun 2024 · 9 months
Application Support Specialist
Aug 2021 - Aug 2022 · 1 years
Client Services Officer
Jan 2020 - Jul 2021 · 1 years and 6 months
Company Details
11-50 Employees
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.
Year Founded
1988
Social Media
Linkedin
Industry
Financial Services
HQ Location
Suite 2.06, Level 2 3 Rider Boulevard Rhodes, NSW 2138, AU
Keywords
Wealth managementAccountingTaxFinanceFinancial planningEstate PlanningSelf Managed Superannuationand Aged Care
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