Jesse Leighton Rodney Phillips
Financial Adviser in Bundall, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000428694
- Location
- Bundall QLD 4217
- Licensee
- Crest Wealth Advice Pty Ltd (AFSL 531122)
- Authorised since
- 30 June 2025
- First provided advice
- 2012
- Qualifications
- Risk Management, Kaplan (2009); Taxation Planning, Kaplan (2011); DFP5v3 Tax for Financial Advising (Short Answer Exam), Kaplan (2017); TASACLv1 Commercial Law, Kaplan Professional (2017); Bachelor of Commerce (Accounting and Financial Planning), Griffith University (2019); Ethics and Professionalism in Financial Advice, Kaplan Professional (2023)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Jesse Leighton Rodney Phillips
Jesse Leighton Rodney Phillips is a financial adviser in Bundall, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000428694.
The licensee Jesse advises under is Crest Wealth Advice Pty Ltd (AFS licence 531122). The current authorisation started on 30 June 2025.
According to the register, Jesse first provided financial advice in 2012. The qualifications listed for Jesse include Risk Management (Kaplan, 2009), Taxation Planning (Kaplan, 2011) and DFP5v3 Tax for Financial Advising (Short Answer Exam) (Kaplan, 2017).
Jesse is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Jesse Leighton Rodney Phillips a registered financial adviser?
Yes. Jesse Leighton Rodney Phillips is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000428694.
Which licensee does Jesse Leighton Rodney Phillips work under?
Crest Wealth Advice Pty Ltd, Australian financial services licence 531122.
What can Jesse Leighton Rodney Phillips give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.