MATTHEW BAKER
Financial Adviser · Pialba, QLD
📚 Qualifications & Training
2004 - Masters of Occupational Therapy Studies - Masters Degree (AQF 9) - University of Queensland
2011 - Cavendish & ICFS Specialist SMSF Course - Professional Designations - Adelaide University
2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2017 - Certified Financial Planner - Professional Designations - Financial Planning Association
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2025 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional
2025 - Commercial Law - Other - Kaplan Professional
2025 - Economic & Legal Context for Financial Planning - Bridging Course - Regulation & Legal Obligations - Kaplan Professional
2025 - Tax for Financial Advising - Other - 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.