PHILIPPA LEE BAKER
Financial Adviser · Palm Beach, QLD
📚 Qualifications & Training
2010 - Bachelor of Commerce (Acc/FP) - Bachelor Degree (AQF 7) - Griffith Uni
2012 - ADFP - Advanced Diploma (AQF 6) - Kaplan
2013 - Bachelor of Finance - Bachelor Degree (AQF 7) - Griffith University
2013 - Bachelor of Finance - - Griffith University
2015 - Cavendish & ICFS Specialist SMSF Course - Other - The University of Adelaide
2022 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Financial Planner AFP (FPA)
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.