Financial Adviser
· HOBART, TAS
Samuel Gary Baker
No disciplinary history on record with ASIC
HOBART,
TAS
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004418
Samuel Gary Baker is a financial adviser based in Hobart, Tasmania, with 17 years of experience in the financial services industry since 2009. Samuel is currently authorised under Shadforth Financial Group Limited, operating through Shadforth Financial Group. Samuel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Samuel's qualifications include a Certified Financial Planner (CFP) from Financial Planning Association of Australia (FPA). Samuel is a member of Financial Advice Association of Australia (FAAA).
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
2007
Bachelor of Commerce
University of Tasmania
2009
Graduate Diploma of Financial Planning
Financial Services Institute of Australia (FINSIA)
2010
Margin Lending Knowledge Course
Pinnacle Financial Services Academy Pty Ltd
2016
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)