Cindell Baker
Financial Adviser in Busselton, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000311777
- Location
- Busselton WA 6280
- Licensee
- Matrix Planning Solutions Limited (AFSL 238256)
- Authorised since
- 4 April 2020
- First provided advice
- 2007
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Professional (2007); Margin Lending and Geared Investments Course, Kaplan Professional (2010); Advanced Diploma of Financial Planning, Mentor Education (2015); Graduate Diploma of Financial Planning, Kaplan Higher Education (2021); Accredited Aged Care Professional Program, Aged Care Steps (2022); Master of Financial Planning, Kaplan Higher Education (2024)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Restriction
- Excludes SMSF
- Tax (financial) advice
- Yes
- Register status
- Current
About Cindell Baker
Cindell Baker is a financial adviser in Busselton, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000311777.
Cindell provides advice as an authorised representative of Matrix Planning Solutions Limited, which holds Australian financial services licence 238256. That authorisation dates from 4 April 2020.
According to the register, Cindell first provided financial advice in 2007. The qualifications listed for Cindell include Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2007), Margin Lending and Geared Investments Course (Kaplan Professional, 2010) and Advanced Diploma of Financial Planning (Mentor Education, 2015). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Excludes SMSF.”
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Questions people ask
Is Cindell Baker a registered financial adviser?
Yes. Cindell Baker is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000311777.
Which licensee does Cindell Baker work under?
Matrix Planning Solutions Limited, Australian financial services licence 238256.
What can Cindell Baker give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending. It also records this restriction: "Excludes SMSF."