Financial Adviser · WERRIBEE, VIC

Gregory Benjamin Baker

32 Years experience

Tax advice
authorised

Currently at

Melbourne, VIC

View firm profile

ASIC Registered · ADV 001001755

Gregory Benjamin Baker is a financial adviser based in Werribee, Victoria, with 32 years of experience in the financial services industry since 1994. Gregory is currently authorised under Advocate Advisory Pty. Ltd., operating through Advocate Advisory. Gregory holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Gregory's qualifications include a Diploma of Financial Planning from International Institute of Technology. Gregory 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 Derivatives Deposit Products Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2004

Self Managed Superannuation Funds

Kaplan Professional

2008

Accredited Derivatives Adviser Renewal 2008

Kaplan Professional

2011

Margin Lending Accreditation Program

Stockbrokers Association of Australia

2016

Diploma of Financial Planning

International Institute of Technology

2020

Accredited Listed Product Adviser Program

Kaplan Professional

Registration History

Advocate Advisory Pty. Ltd.

Jun 2024 - Present Current

Nexia Melbourne Financial Services Pty Ltd

Aug 2023 - Apr 2024 Ceased

LONSDALE FINANCIAL GROUP PTY LTD

Dec 2019 - Jul 2023 Ceased

Count Financial Limited

Nov 2016 - Dec 2019 Ceased

Not authorised to provide personal advice on Standard Margin Lending

Lgt Wealth Management Limited

Mar 2010 - Jun 2016 Ceased

Source: ASIC Financial Advisers Register