Rachel Phelan
PACKER FINANCIAL PTY LTD · Alfredton VIC 3350 · Advising since 2017
- Register · ASICRegisteredAs at 8 Oct 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
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Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 8 October 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 001260249
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- CAPSTONE FINANCIAL PLANNING PTY LTD · AFSL 223135Through authorised representative PACKER FINANCIAL PTY LTD (no. 001323610)Since 6 October 2026
- Principal business address
- Alfredton VIC 3350
- First year providing advice
- 2017
- Can provide tax (financial) advice
- Yes
- Memberships
- CPA Australia (CPA); National Tax and Accountants Association
- Further 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 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
- 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 8 October 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.
- CURRENTOct 2026 – presentCAPSTONE FINANCIAL PLANNING PTY LTD · AFSL 223135Through authorised representative PACKER FINANCIAL PTY LTD (no. 001323610)
- CEASEDSep 2022 – Apr 2026A.C.N. 155 907 681 PTY LTD · AFSL 430062
- CEASEDNov 2017 – Dec 2021A.C.N. 155 907 681 PTY LTD · AFSL 430062
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 8 October 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
FPC002B Ethics and Professionalism in Financial Advice
Kaplan Higher Education · 2024 · Bridging Course - Ethics
Self Managed Superannuation Funds
Pinnacle Financial Services Academy · 2015 · Other
CPA Program
CPA Australia · 2011 · Other
Certified Practicing Accountant
CPA Australia · 2011 · Professional Designations
Bachelor of Commerce
Ballarat University · 2007 · Bachelor Degree (AQF 7)
Income Tax Law & Practice BL731
Ballarat Univesity · 2007 · Other
Fundamentals of Law BL502
Ballarat University · 2006 · Other
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 Rachel Phelan claims the profile.
Reviews
Not yet reviewed
No client has reviewed Rachel Phelan on Souffle yet.
Contacting Rachel Phelan
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
PACKER FINANCIAL PTY LTD
Authorised by CAPSTONE FINANCIAL PLANNING PTY LTD · AFSL 223135
- 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
Private enquiries through Souffle aren't open yet. Until then, contact the practice or licensee named here.
- PROFILE CLAIMUNCLAIMED
Once Rachel Phelan claims this profile, their own contact options can appear here.
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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