Susan Joy Baker
Financial Adviser in Taree, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000242862
- Location
- Taree NSW 2430
- Licensee
- Capstone Financial Planning Pty Ltd (AFSL 223135)
- Authorised since
- 22 December 2020
- First provided advice
- 1994
- Qualifications
- Certified Financial Planner (CFP), Financial Planning Association of Australia (FPA) (1994); Diploma of Financial Planning (DFP 1-8), Financial Planning Association of Australia (FPA) (1999); Provide advice in Margin Lending, MLC Advice Education (2011); SMSF Knowledge, Monarch Institute (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 Susan Joy Baker
Susan Joy Baker is a financial adviser in Taree, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000242862.
Susan provides advice as an authorised representative of Capstone Financial Planning Pty Ltd, which holds Australian financial services licence 223135. The current authorisation started on 22 December 2020.
The register records 1994 as the year Susan first provided financial advice. Qualifications and training on file include Certified Financial Planner (CFP) (Financial Planning Association of Australia (FPA), 1994), Diploma of Financial Planning (DFP 1-8) (Financial Planning Association of Australia (FPA), 1999) and Provide advice in Margin Lending (MLC Advice Education, 2011). Susan is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice 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 Susan Joy Baker a registered financial adviser?
Yes. Susan Joy Baker is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000242862.
Which licensee does Susan Joy Baker work under?
Capstone Financial Planning Pty Ltd, Australian financial services licence 223135.
What can Susan Joy 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.