Financial Adviser · BUSSELTON, WA

Cindell Baker

19 Years experience

Tax advice
authorised

Currently at

Bundall, QLD

View firm profile

ASIC Registered · ADV 000311777

Cindell Baker is a financial adviser based in Busselton, Western Australia, with 19 years of experience in the financial services industry. Cindell is currently authorised under Matrix Planning Solutions Limited. Cindell 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 Master of Financial Planning from Kaplan Higher Education. Cindell 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

Restrictions: Excludes SMSF

Authorised to provide tax financial advice services

Qualifications and Training

2007

Diploma of Financial Services (Financial Planning)

Kaplan Professional

2010

Margin Lending and Geared Investments Course

Kaplan Professional

2015

Advanced Diploma of Financial Planning

Mentor Education

2021

Graduate Diploma of Financial Planning

Kaplan Higher Education

2022

Accredited Aged Care Professional Program

Aged Care Steps

2024

Master of Financial Planning

Kaplan Higher Education

Registration History

Matrix Planning Solutions Limited

Apr 2020 - Present Current

Excludes SMSF

Financial Wisdom Limited

Oct 2011 - Apr 2020 Ceased

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

MAGNITUDE GROUP PTY LTD

Mar 2010 - Oct 2011 Ceased

Source: ASIC Financial Advisers Register