Financial Adviser
· BRISBANE CITY, QLD
Helen Baker
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000336378
Helen Baker is a financial adviser based in Brisbane City, Queensland, with 17 years of experience in the financial services industry since 2009. Helen is currently authorised under Bpw Partners, operating through The Trustee For Hbb Trust. Helen holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Helen's qualifications include a Master of Management (Innovation & Change) from Griffith University.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1996
Bachelor of Commerce (Accounting & Finance)
Griffith University
2007
Master of Management (Innovation & Change)
Griffith University
2009
Diploma Financial Services (Financial Planning) FNS50804
Mentor Education Group
2011
Advanced Diploma Financial Planning FNS60410
Kaplan Education Pty Ltd
2019
Master of Financial Planning
Kaplan Higher Education Pty Limited