DAVID GEORGE BAKER
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1989 - Bachelor of Business - Bachelor Degree (AQF 7) - Swinburne University
2001 - Diploma of Financial Planning - Advanced Diploma (AQF 6) - Deakin University / FPA
2007 - Certified Financial Planner (CFP) - Professional Designations - FPA
2012 - Certificate of Self Managed Superannuation Funds - Other - Kaplan Professional
2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
ℹ️ 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.