Financial Adviser
· WERRIBEE, VIC
Gregory Benjamin Baker
No disciplinary history on record with ASIC
WERRIBEE,
VIC
32
Years experience
Tax advice
authorised
authorised
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. 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
LONSDALE FINANCIAL GROUP PTY LTD
Not authorised to provide personal advice on Standard Margin Lending
Source: ASIC Financial Advisers Register