JARED WILLIAM JOHN BAKER

Financial Adviser ยท Osborne Park, WA

Registered

Registration Number

001007187

Registration Status

Registered

Location

Osborne Park, WA 6017

Providing Advice Since

2015

Registration Date

10/04/2015

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

๐Ÿ“š Qualifications & Training

2013 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Professional
2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan Professional
2017 - Tier 1 Margin Lending - Personal Advice - Other - Kaplan Professional
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2025 - TFA Tax for Financial Advising - Other - Kaplan Professional

โ„น๏ธ 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.