Financial Adviser
· BRISBANE, QLD
Glenn Clayton Baker
No disciplinary history on record with ASIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000384321
Glenn Clayton Baker is a financial adviser based in Brisbane, Queensland, with 21 years of experience in the financial services industry. Glenn is currently authorised under Capstone Financial Planning Pty Ltd. Glenn 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 Certified Financial Planner (CFP) from Financial Planning Association of Australia (FPA). Glenn is a member of Financial Advice Association of Australia (FAAA).
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
2004
Bachelor of Commerce (Accounting and Finance)
University of Southern Queensland
2004
Self Managed Superannuation Funds
Tribeca
2005
Diploma of Financial Planning
Deakin University
2010
Margin Lending and Geared Investments
Kaplan Professional
2015
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)