CLIFFORD JACK BAKER
Financial Adviser Ā· Mackay, QLD
š Qualifications & Training
2013 - Diploma of Financial Planning - - monarch Institute
2014 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Monarch Institute
2015 - Bachelor of Business (Finance) - Bachelor Degree (AQF 7) - 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 - Bridging Course - Ethics - Kaplan
š¢ Professional Memberships
Financial Advice Association of Australia (FAAA)
SMSF Association
ā¹ļø What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.