Financial Adviser
· TAREE, NSW
Susan Joy Baker
No disciplinary history on record with ASIC
TAREE,
NSW
32
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000242862
Susan Joy Baker is a financial adviser based in Taree, New South Wales, with 32 years of experience in the financial services industry since 1994. Susan is currently authorised under Capstone Financial Planning, operating through Susan Baker Financial Planning. Susan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Susan's qualifications include a Certified Financial Planner (CFP) from Financial Planning Association of Australia (FPA). Susan is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1994
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)
1999
Diploma of Financial Planning (DFP 1-8)
Financial Planning Association of Australia (FPA)
2011
Provide advice in Margin Lending
MLC Advice Education
2022
SMSF Knowledge
Monarch Institute