Financial Adviser
· SYDNEY, NSW
Lachlan Charles Hudson Baker
No disciplinary history on record with ASIC
31
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000238573
Lachlan Charles Hudson Baker is a financial adviser based in Sydney, New South Wales, with 31 years of experience in the financial services industry. Lachlan is currently authorised under Count Financial Limited. Lachlan 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. Lachlan is a member of Financial Advice Association of Australia (FAAA) and Institute of Public Accountants (IPA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2002
ASIC Policy Statement 146
Financial Services Training & Assessment
2005
Diploma of Financial Services (Financial Planning)
Financial Services Training & Assessment
2010
Margin Lending & Geared Investments
Kaplan Professional
2015
Self-Managed Superannuation Funds
Kaplan Professional
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education