Financial Adviser
· MERMAID BEACH, QLD
Philippa Lee Baker
No disciplinary history on record with ASIC
MERMAID BEACH,
QLD
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001006417
Philippa Lee Baker is a financial adviser based in Mermaid Beach, Queensland, with 19 years of experience in the financial services industry since 2007. Philippa is currently authorised under Core Value Fa. Philippa holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Philippa's qualifications include a Bachelor of Commerce (Acc/FP) from Griffith Uni. Philippa is a member of Financial Advice Association of Australia (FAAA) and Financial Planner AFP (FPA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2010
Bachelor of Commerce (Acc/FP)
Griffith Uni
2012
ADFP
Kaplan
2013
Bachelor of Finance
Griffith University
2013
Bachelor of Finance
Griffith University
2015
Cavendish & ICFS Specialist SMSF Course
The University of Adelaide
2022
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
SMSF accredited
One off licensee approval is required for products which are either not on the approved product list or Derivatives.
TYNAN MACKENZIE PTY LTD
One off licensee approval is required for products which are either not on the approved product list or Derivatives.
TYNAN MACKENZIE PTY LTD
Source: ASIC Financial Advisers Register