Financial Adviser
· SYDNEY, NSW
Robert James Baker
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000283509
Robert James Baker is a financial adviser based in Sydney, New South Wales, with 21 years of experience in the financial services industry. Robert is currently authorised under Fintegrity Wealth Advisers Pty Ltd. Robert holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Robert holds a Graduate Diploma of Financial Planing from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2022
Graduate Diploma of Financial Planing
Kaplan Professional
Registration History
Authorisation: Deposit and payment products limited to:- Basic Deposit Products;- Deposit Products other than basic Deposit Products Life Products including;a) Investment Life Insurance products as well as any products issued by a Registered LifeInsurance Company that are backed by one or more of its statutory funds; andb) Life Risk Insurance products as well as any products issued by a Registered Life InsuranceCompany that are backed by one or more of its statutory funds; Interest in Managed Investment Schemes including investor directed portfolio services; Retirement savings accounts (RSA) products (Within the meaning of the Retirement SavingsAccount Act 1997); Superannuation and retirement products Listed Securities
MAGNITUDE GROUP PTY LTD
Source: ASIC Financial Advisers Register