Financial Adviser · ROBINA, QLD

Luke Daniel Baker

ROBINA, QLD

8 Years experience

Tax advice
authorised

ASIC Registered · ADV 001269634

Currently at

Financial Advice Matters Group

Bundall, QLD (firm address)

View firm profile

About Luke Daniel Baker

Luke Daniel Baker is a financial adviser based in Robina, Queensland, with 8 years of experience in the financial services industry since 2018. Luke is currently authorised under Alliance Wealth, operating through Financial Advice Matters Group. Luke holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Luke's qualifications include a Bachelor of Commerce (Financial Planning) from Griffith University. Luke 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 Government Bonds

Restrictions: Not authorised to provide advice on self managed superannuation funds

Authorised to provide tax financial advice services

Qualifications and Training

2018

Bachelor of Commerce (Financial Planning)

Griffith University

2019

Ethics and Professionalism in Financial Advice Course

Ethics - Kaplan Higher Education

Registration History

Alliance Wealth Pty Ltd

Nov 2018 - Present Current

Not authorised to provide advice on self managed superannuation funds

Source: ASIC Financial Advisers Register