Financial Adviser
· BRISBANE, QLD
Steven Baker
No disciplinary history on record with ASIC
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001262540
Steven Baker is a financial adviser based in Brisbane, Queensland, with 28 years of experience in the financial services industry. Steven is currently authorised under Shartru Wealth Management Pty Ltd. Steven 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 from Financial Planning Association of Australia.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2003
Diploma of Financial Planning
Kaplan
2007
Certified Financial Planner
Financial Planning Association of Australia
Registration History
Source: ASIC Financial Advisers Register