Jason Baker is a financial adviser based in Sydney, New South Wales, with 12 years of experience in the financial services industry. Jason is currently authorised under Nobleoak Services Limited. Jason holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Ltd.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: 1. The Authorised Representative is not authorised to provide the following services:a)provide Financial Product Advice to clients in respect of any Financial Product not listed in Item 6 of this Schedule;b)deal in any financial product;c)provide Tax (Financial Advice), unless they satisfy the education and training requirements to be appointed as a qualified tax relevant provider.
Authorised to provide tax financial advice services
Registration History
Oct 2025 - Present
Current
1. The Authorised Representative is not authorised to provide the following services:a)provide Financial Product Advice to clients in respect of any Financial Product not listed in Item 6 of this Schedule;b)deal in any financial product;c)provide Tax (Financial Advice), unless they satisfy the education and training requirements to be appointed as a qualified tax relevant provider.
May 2025 - Aug 2025
Ceased
Excluding SMSF's and LRBA's.
FINANCIAL SERVICES GROUP AUSTRALIA PTY LTD
Nov 2024 - Apr 2025
Ceased
*Superannuation - excluding SMSFs
FINANCIAL SERVICES GROUP AUSTRALIA PTY LTD
Sep 2023 - Oct 2024
Ceased
Securities - restriction to ASX200 only; Superannuation - excluding SMSF;
Mar 2022 - Jun 2023
Ceased
This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).
Jan 2014 - Dec 2021
Ceased
Not authorised to provide personal advice on Securities; SMSF
Source: ASIC Financial Advisers Register