Financial Adviser · SYDNEY, NSW

Jason Baker

SYDNEY, NSW

12 Years experience

Tax advice
authorised

ASIC Registered · ADV 001002942

Currently at

Nobleoak Services Limited

Sydney, NSW (firm address)

View firm profile

About Jason Baker

Jason Baker is a financial adviser based in Sydney, New South Wales, with 12 years of experience in the financial services industry since 2014. Jason is currently authorised under Nobleoak Services Limited, operating through Nobleoak Services. Jason holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jason's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Ltd.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: 1. The Authorised Representative is not authorised to provide the following services:a)provide Financial Product Advice to clients in respect of any Financial Product not listed in Item 6 of this Schedule;b)deal in any financial product;c)provide Tax (Financial Advice), unless they satisfy the education and training requirements to be appointed as a qualified tax relevant provider.

Authorised to provide tax financial advice services

Qualifications and Training

2013

Diploma of Financial Planning

Kaplan Professional

2021

Economic and Legal Context for Financial Planning

Regulation & Legal Obligations - Kaplan Professional

2021

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

2025

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Ltd

Registration History

Nobleoak Services Limited

Oct 2025 - Present Current

1. The Authorised Representative is not authorised to provide the following services:a)provide Financial Product Advice to clients in respect of any Financial Product not listed in Item 6 of this Schedule;b)deal in any financial product;c)provide Tax (Financial Advice), unless they satisfy the education and training requirements to be appointed as a qualified tax relevant provider.

Findex Advice Services Pty Ltd

May 2025 - Aug 2025 Ceased

Excluding SMSF's and LRBA's.

FINANCIAL SERVICES GROUP AUSTRALIA PTY LTD

Nov 2024 - Apr 2025 Ceased

*Superannuation - excluding SMSFs

FINANCIAL SERVICES GROUP AUSTRALIA PTY LTD

Sep 2023 - Oct 2024 Ceased

Securities - restriction to ASX200 only; Superannuation - excluding SMSF;

Capstone Financial Planning Pty Ltd

Mar 2022 - Jun 2023 Ceased

This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).

Commonwealth Financial Planning Limited

Jan 2014 - Dec 2021 Ceased

Not authorised to provide personal advice on Securities; SMSF

Source: ASIC Financial Advisers Register