Financial Adviser
· BRISBANE CITY, QLD
Scott Baker
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000301255
Scott Baker is a financial adviser based in Brisbane City, Queensland, with 18 years of experience in the financial services industry. Scott is currently authorised under Insight Investment Services Pty Ltd. Scott 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 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
2007
Diploma of Financial Services (Finance/Mortgage Broking Management)
Plan Connect
2012
Diploma of Financial Services (Financial Planning)
Traineeship Management Australia
2018
Graduate Certificate in Financial Planning
Kaplan Professional
2018
TASA and the TPB Code of Professional Conduct
Kaplan Professional
2020
Graduate Diploma of Financial Planning
Kaplan Professional
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2022
Certificate IV in Credit Management
Australian College of Commerce & Management
Registration History
Not SMSF
Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
Source: ASIC Financial Advisers Register