Financial Adviser · OXLEY, QLD

Ricky Baker

OXLEY, QLD

17 Years experience

Tax advice
authorised

ASIC Registered · ADV 001002944

Practice

Finesse Advisory

Oxley, QLD (practice address on ASIC register)

Licensed through Alliance Wealth

View practice

About Ricky Baker

Ricky Baker is a financial adviser based in Oxley, Queensland, with 17 years of experience in the financial services industry since 2009. Ricky works at Finesse Advisory, which is licensed through Alliance Wealth. Ricky holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Ricky holds a Diploma of Financial Services (Financial Planning) from Kaplan Professional.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Government Bonds

Restrictions: Not authorised to provide advice on Self Managed Super Funds.

Authorised to provide tax financial advice services

Qualifications and Training

2010

Diploma of Financial Services (Financial Planning)

Kaplan Professional

Registration History

Alliance Wealth Pty Ltd

Oct 2020 - Present Current

Not authorised to provide advice on Self Managed Super Funds.

Lead Partners Private Wealth Pty Ltd

Mar 2020 - Oct 2020 Ceased

Core Value Asset Management Pty Ltd

Dec 2016 - Mar 2020 Ceased

Commonwealth Financial Planning Limited

Sep 2012 - Feb 2016 Ceased

Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.

Commonwealth Financial Planning Limited

Apr 2010 - Sep 2012 Ceased

Source: ASIC Financial Advisers Register