Luke Daniel Baker
Financial Adviser in Robina, Queensland, Australia
Review Luke Daniel Baker
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number001269634
- Location
- Robina QLD 4226
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 23 November 2018
- First provided advice
- 2018
- Qualifications
- Bachelor of Commerce (Financial Planning), Griffith University (2018); Ethics and Professionalism in Financial Advice Course, Kaplan Higher Education (2019)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Not authorised to provide advice on self managed superannuation funds
- Tax (financial) advice
- Yes
- Register status
- Current
About Luke Daniel Baker
Luke Daniel Baker is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Robina, Queensland (adviser number 001269634).
Luke provides advice as an authorised representative of Alliance Wealth Pty Ltd, which holds Australian financial services licence 449221. That authorisation dates from 23 November 2018.
The register records 2018 as the year Luke first provided financial advice. Qualifications and training on file include Bachelor of Commerce (Financial Planning) (Griffith University, 2018) and Ethics and Professionalism in Financial Advice Course (Kaplan Higher Education, 2019). 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 government debentures, stocks and bonds, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Not authorised to provide advice on self managed superannuation funds.”
Reviews
Nobody has reviewed Luke Daniel Baker here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Luke Daniel Baker a registered financial adviser?
Yes. Luke Daniel Baker is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001269634.
Which licensee does Luke Daniel Baker work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Luke Daniel Baker give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Not authorised to provide advice on self managed superannuation funds."