Financial Adviser
· PIALBA, QLD
Matthew Baker
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001237866
Matthew Baker is a financial adviser based in Pialba, Queensland, with 11 years of experience in the financial services industry. Matthew is currently authorised under Hunter Green Pty Ltd. Matthew 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. Matthew 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
Authorised to provide tax financial advice services
Qualifications and Training
2004
Masters of Occupational Therapy Studies
University of Queensland
2011
Cavendish & ICFS Specialist SMSF Course
Adelaide University
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2017
Certified Financial Planner
Financial Planning Association
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2025
Client Engagement Skills
Behavioural Finance - Kaplan Professional
2025
Commercial Law
Kaplan Professional
2025
Economic & Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Professional
2025
Tax for Financial Advising
Kaplan Professional