Rodney Lewis Baker
Financial Adviser in Bungalow, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000263856
- Location
- Bungalow QLD 4870
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 10 March 2021
- First provided advice
- 1999
- Qualifications
- Bachelor of Business, University College of Southern Queensland (1990); SMSF Adviser Education Program, Financial Essentials (2009); ASX Listed Products Accreditation Course, Kaplan (2010); Margin Lending and Geared Investments, Kaplan (2011); Certificate IV in Finance and Mortgage Broking, Kaplan (2014)
- Memberships
- Chartered Accountant and Financial Planning Specialist with Chartered Accountants Australia & NZ; 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Rodney Lewis Baker
Rodney Lewis Baker is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Bungalow, Queensland (adviser number 000263856).
Rodney provides advice as an authorised representative of Alliance Wealth Pty Ltd, which holds Australian financial services licence 449221. That authorisation dates from 10 March 2021.
According to the register, Rodney first provided financial advice in 1999. Qualifications and training on file include Bachelor of Business (University College of Southern Queensland, 1990), SMSF Adviser Education Program (Financial Essentials, 2009) and ASX Listed Products Accreditation Course (Kaplan, 2010). Rodney is recorded as a member of Chartered Accountant and Financial Planning Specialist with Chartered Accountants Australia & NZ and 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 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 Rodney Lewis Baker a registered financial adviser?
Yes. Rodney Lewis Baker is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000263856.
Which licensee does Rodney Lewis Baker work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Rodney Lewis 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; standard margin lending.