Financial Adviser · MACKAY, QLD

Clifford Jack Baker

MACKAY, QLD
12 Years experience
Tax advice
authorised
ASIC Registered · ADV 000457630
Currently at
Mackay, QLD (firm address)

About Clifford Jack Baker

Clifford Jack Baker is a financial adviser based in Mackay, Queensland, with 12 years of experience in the financial services industry since 2014. Clifford is currently authorised under Accuvest. Clifford holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Clifford's qualifications include a Certified Financial Planner from Financial Planning Association. Clifford is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.

Authorised to Advise On

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

Restrictions: Derivatives limited to old law securities options contracts and warrants

Authorised to provide tax financial advice services

Qualifications and Training

2013
Diploma of Financial Planning
monarch Institute
2014
Advanced Diploma of Financial Planning
Monarch Institute
2015
Bachelor of Business (Finance)
Swinburne University
2015
SMSF Specialist Advisor
Self Managed Super Fund Association
2017
Certified Financial Planner
Financial Planning Association
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan

Registration History

May 2014 - Present Current
Derivatives limited to old law securities options contracts and warrants

Source: ASIC Financial Advisers Register