Gregory Benjamin Baker
Financial Adviser in Werribee, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001001755
- Location
- Werribee VIC 3030
- Licensee
- Advocate Advisory Pty. Ltd. (AFSL 405576)
- Authorised since
- 19 June 2024
- First provided advice
- 1994
- Qualifications
- Self Managed Superannuation Funds, Kaplan Professional (2004); Accredited Derivatives Adviser Renewal 2008, Kaplan Professional (2008); Margin Lending Accreditation Program, Stockbrokers Association of Australia (2011); Diploma of Financial Planning, International Institute of Technology (2016); Accredited Listed Product Adviser Program, Kaplan Professional (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts, standard margin lending, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Gregory Benjamin Baker
On the Financial Advisers Register kept by ASIC, Gregory Benjamin Baker appears as a current financial adviser in Werribee, Victoria, adviser number 001001755.
Gregory provides advice as an authorised representative of Advocate Advisory Pty. Ltd., which holds Australian financial services licence 405576. That authorisation dates from 19 June 2024.
The register records 1994 as the year Gregory first provided financial advice. Qualifications and training on file include Self Managed Superannuation Funds (Kaplan Professional, 2004), Accredited Derivatives Adviser Renewal 2008 (Kaplan Professional, 2008) and Margin Lending Accreditation Program (Stockbrokers Association of Australia, 2011). Gregory is recorded as a member of Financial Advice Association of Australia (FAAA).
Gregory 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 Gregory Benjamin Baker a registered financial adviser?
Yes. Gregory Benjamin Baker is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001001755.
Which licensee does Gregory Benjamin Baker work under?
Advocate Advisory Pty. Ltd., Australian financial services licence 405576.
What can Gregory Benjamin 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; retirement savings accounts; standard margin lending; derivatives.