Philippa Lee Baker
Financial Adviser in Mermaid Beach, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001006417
- Location
- Mermaid Beach QLD 4218
- Licensee
- Core Value Fa Pty Ltd (AFSL 480387)
- Authorised since
- 10 January 2023
- First provided advice
- 2007
- Qualifications
- Bachelor of Commerce (Acc/FP), Griffith Uni (2010); ADFP, Kaplan (2012); Bachelor of Finance, Griffith University (2013); Cavendish & ICFS Specialist SMSF Course, The University of Adelaide (2015); Ethics and Professionalism in Financial Advice, Kaplan (2022)
- Memberships
- Financial Advice Association of Australia (FAAA); Financial Planner AFP (FPA)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Philippa Lee Baker
On the Financial Advisers Register kept by ASIC, Philippa Lee Baker appears as a current financial adviser in Mermaid Beach, Queensland, adviser number 001006417.
The licensee Philippa advises under is Core Value Fa Pty Ltd (AFS licence 480387). The current authorisation started on 10 January 2023.
According to the register, Philippa first provided financial advice in 2007. The qualifications listed for Philippa include Bachelor of Commerce (Acc/FP) (Griffith Uni, 2010), ADFP (Kaplan, 2012) and Bachelor of Finance (Griffith University, 2013). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and Financial Planner AFP (FPA).
Philippa is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Philippa Lee Baker a registered financial adviser?
Yes. Philippa Lee Baker is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001006417.
Which licensee does Philippa Lee Baker work under?
Core Value Fa Pty Ltd, Australian financial services licence 480387.
What can Philippa Lee 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.