Financial Adviser
· MELBOURNE, VIC
David George Baker
No disciplinary history on record with ASIC
MELBOURNE,
VIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000342741
About David George Baker
David George Baker is a financial adviser based in Melbourne, Victoria, with 19 years of experience in the financial services industry since 2007. David is currently authorised under Investor Wealth. David holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). David's qualifications include a Certified Financial Planner (CFP) from FPA. David 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
1989
Bachelor of Business
Swinburne University
2001
Diploma of Financial Planning
Deakin University / FPA
2007
Certified Financial Planner (CFP)
FPA
2012
Certificate of Self Managed Superannuation Funds
Kaplan Professional
2022
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional