Financial Adviser · BUNGALOW, QLD

Rodney Lewis Baker

27 Years experience
Tax advice
authorised
ASIC Registered · ADV 000263856

Rodney Lewis Baker is a financial adviser based in Bungalow, Queensland, with 27 years of experience in the financial services industry. Rodney is currently authorised under Alliance Wealth Pty Ltd. Rodney 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 Bachelor of Business from University College of Southern Queensland. Rodney is a member of Chartered Accountant and Financial Planning Specialist with Chartered Accountants Australia & NZ and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1990
Bachelor of Business
University College of Southern Queensland
2009
SMSF Adviser Education Program
Financial Essentials
2010
ASX Listed Products Accreditation Course
Kaplan
2011
Margin Lending and Geared Investments
Kaplan
2014
Certificate IV in Finance and Mortgage Broking
Kaplan

Registration History

Mar 2021 - Present Current
Jan 2009 - Mar 2021 Ceased

Source: ASIC Financial Advisers Register