Rachel Phelan
authorised
About Rachel Phelan
Rachel Phelan is a financial adviser based in Alfredton, Victoria, with 9 years of experience in the financial services industry since 2017. Rachel is currently authorised under Capstone Financial Planning, operating through Packer Financial. Rachel holds authorisations to advise on superannuation and deposit products, as well as tax financial advice services (TFAS). Rachel's qualifications include a Bachelor of Commerce from Ballarat University. Rachel is a member of CPA Australia (CPA) and National Tax and Accountants Association.
Authorised to Advise On
Restrictions: Is only authorised to: provide financial product advice on superannuation products in relation to a persons existing holding in a superannuation product but only to the extent required for: making a recommendation that the person establish a self-managed superannuation fund; or providing advice to the person on contributions or pensions under a superannuation product; and provide class of product advice on the following: superannuation products and basic deposit products.
Authorised to provide tax financial advice services
Qualifications and Training
Registration History
Source: ASIC Financial Advisers Register