Jesse Leighton Rodney Phillips
CREST WEALTH ADVICE PTY LTD · Bundall QLD 4217 · Advising since 2012
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
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Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000428694
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- CREST WEALTH ADVICE PTY LTD · AFSL 531122Since 30 June 2025
- Principal business address
- Bundall QLD 4217
- First year providing advice
- 2012
- Can provide tax (financial) advice
- Yes
- Memberships
- None recorded
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed discretionary account (MDA) services
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTJun 2025 – presentCREST WEALTH ADVICE PTY LTD · AFSL 531122
- CEASEDJun 2024 – Jun 2025IA ADVICE PTY LTD · AFSL 445825
- CEASEDAug 2022 – Jun 2024CREST WEALTH ADVICE PTY LTD · AFSL 531122
- CEASEDApr 2015 – Aug 2022SYNCHRON ADVICE PTY LTD · AFSL 243313
- CEASEDSep 2012 – Mar 2015SYNCHRON ADVICE PTY LTD · AFSL 243313
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Ethics and Professionalism in Financial Advice
Kaplan Professional · 2023 · Bridging Course - Ethics
Bachelor of Commerce (Accounting and Financial Planning)
Griffith University · 2019 · Bachelor Degree (AQF 7)
DFP5v3 Tax for Financial Advising (Short Answer Exam)
Kaplan · 2017
TASACLv1 Commercial Law
Kaplan Professional · 2017 · Other
Taxation Planning
Kaplan · 2011
Risk Management
Kaplan · 2009
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Jesse Leighton Rodney Phillips claims the profile.
Reviews
Not yet reviewed
No client has reviewed Jesse Leighton Rodney Phillips on Souffle yet.
Contacting Jesse Leighton Rodney Phillips
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
CREST WEALTH ADVICE PTY LTD · AFSL 531122
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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