Financial Adviser
· BRISBANE, QLD
Alan Grahame Baker
No disciplinary history on record with ASIC
BRISBANE,
QLD
41
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000263718
Licensee
Brisbane, QLD (licence address on ASIC register)
About Alan Grahame Baker
Alan Grahame Baker is a financial adviser based in Brisbane, Queensland, with 41 years of experience in the financial services industry since 1985. Alan is currently authorised under Retirewell Financial Planning. Alan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Alan holds a Master of Commerce (Financial Planning) from Western Sydney University. Alan is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
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
2003
Master of Commerce (Financial Planning)
Western Sydney University
Registration History
Source: ASIC Financial Advisers Register