Financial Adviser
· BUNDALL, QLD
Jesse Leighton Rodney Phillips
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000428694
Jesse Leighton Rodney Phillips is a financial adviser based in Bundall, Queensland, with 14 years of experience in the financial services industry. Jesse is currently authorised under Crest Wealth Advice Pty Ltd. Jesse holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Bachelor of Commerce (Accounting and Financial Planning) from Griffith University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2009
Risk Management
Kaplan
2011
Taxation Planning
Kaplan
2017
DFP5v3 Tax for Financial Advising (Short Answer Exam)
Kaplan
2017
TASACLv1 Commercial Law
Kaplan Professional
2019
Bachelor of Commerce (Accounting and Financial Planning)
Griffith University
2023
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional