David George Baker
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000342741
- Location
- Melbourne VIC 3000
- Licensee
- Investor Wealth Pty Ltd (AFSL 296861)
- Authorised since
- 17 November 2009
- First provided advice
- 2007
- Qualifications
- Bachelor of Business, Swinburne University (1989); Diploma of Financial Planning, Deakin University / FPA (2001); Certified Financial Planner (CFP), FPA (2007); Certificate of Self Managed Superannuation Funds, Kaplan Professional (2012); Ethics and Professionalism in Financial Advice, Kaplan Professional (2022)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About David George Baker
David George Baker is a financial adviser in Melbourne, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000342741.
Advice is given under the Australian financial services licence of Investor Wealth Pty Ltd, licence number 296861. That authorisation dates from 17 November 2009.
According to the register, David first provided financial advice in 2007. Qualifications and training on file include Bachelor of Business (Swinburne University, 1989), Diploma of Financial Planning (Deakin University / FPA, 2001) and Certified Financial Planner (CFP) (FPA, 2007). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
David is authorised to advise 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.
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Questions people ask
Is David George Baker a registered financial adviser?
Yes. David George Baker is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000342741.
Which licensee does David George Baker work under?
Investor Wealth Pty Ltd, Australian financial services licence 296861.
What can David George 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.