Financial Adviser · BIRTINYA, QLD

Scott Baker

BIRTINYA, QLD
13 Years experience
Tax advice
authorised
ASIC Registered · ADV 000437241
Currently at
Birtinya, QLD (firm address)

About Scott Baker

Scott Baker is a financial adviser based in Birtinya, Queensland, with 13 years of experience in the financial services industry since 2013. Scott is currently authorised under Baker Advice. Scott holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Scott's qualifications include a Bachelor of Business (Accounting & Financial Planning) from University of the Sunshine Coast (USC). Scott is a member of CPA Australia (CPA) and 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

2006
Business Law and Ethics BUS103
University of the Sunshine Coast (USC)
2009
Bachelor of Business (Accounting & Financial Planning)
University of the Sunshine Coast (USC)
2009
Taxation Law and Practice ACC311
University of the Sunshine Coast (USC)
2012
CPA
CPA Australia
2012
CPA Membership
CPA Australia
2013
Self Managed Superannuation Funds
Mentor Education
2018
FAAA Membership
Financial Advice Association Australia
2018
FChFP
Financial Advice Association Australia
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Apr 2024 - Present Current
Apr 2013 - Apr 2024 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register