LACHLAN CHARLES HUDSON BAKER
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2002 - ASIC Policy Statement 146 - Diploma (AQF 5) - Financial Services Training & Assessment
2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Financial Services Training & Assessment
2010 - Margin Lending & Geared Investments - Other - Kaplan Professional
2015 - Self-Managed Superannuation Funds - Other - Kaplan Professional
2023 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Institute of Public Accountants (IPA)
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.