JESSE LEIGHTON RODNEY PHILLIPS
Financial Adviser · Broadbeach Waters, QLD
📚 Qualifications & Training
2009 - Risk Management - - Kaplan
2011 - Taxation Planning - - Kaplan
2017 - DFP5v3 Tax for Financial Advising (Short Answer Exam) - - Kaplan
2017 - TASACLv1 Commercial Law - Other - Kaplan Professional
2019 - Bachelor of Commerce (Accounting and Financial Planning) - Bachelor Degree (AQF 7) - Griffith University
2023 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.