Rachel Phelan
Financial Adviser in Alfredton, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001260249
- Location
- Alfredton VIC 3350
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 6 October 2026
- First provided advice
- 2017
- Qualifications
- Fundamentals of Law BL502, Ballarat University (2006); Bachelor of Commerce, Ballarat University (2007); Income Tax Law & Practice BL731, Ballarat Univesity (2007); CPA Program, CPA Australia (2011); Certified Practicing Accountant, CPA Australia (2011); Self Managed Superannuation Funds, Pinnacle Financial Services Academy (2015); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2024)
- Memberships
- CPA Australia (CPA); National Tax and Accountants Association
- Advice areas
- superannuation, deposit and payment products
- Restriction
- 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.
- Tax (financial) advice
- Yes
- Register status
- Current
About Rachel Phelan
Rachel Phelan is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Alfredton, Victoria (adviser number 001260249).
Advice is given under the Australian financial services licence of Capstone Financial Planning Pty Ltd, licence number 223135. The current authorisation started on 6 October 2026.
The register records 2017 as the year Rachel first provided financial advice. Qualifications and training on file include Fundamentals of Law BL502 (Ballarat University, 2006), Bachelor of Commerce (Ballarat University, 2007) and Income Tax Law & Practice BL731 (Ballarat Univesity, 2007). Rachel is recorded as a member of CPA Australia (CPA) and National Tax and Accountants Association.
The authorisation covers advice on superannuation and deposit and payment products. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “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.”
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Questions people ask
Is Rachel Phelan a registered financial adviser?
Yes. Rachel Phelan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001260249.
Which licensee does Rachel Phelan work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Rachel Phelan give advice on?
The register lists these advice areas: superannuation; deposit and payment products. It also records this restriction: "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."