Alan Grahame Baker – Financial Adviser

Adviser identifying number: 263718
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1985

Name of the licence holder: RETIREWELL FINANCIAL PLANNING PTY. LTD.
Licence number: 247062
Licensee’s ABN: 29070985509
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/03/2004
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: RETIREWELL FINANCIAL PLANNING PTY. LTD.
Authorised Representative identifying number: 247062
Authorised Representative’s ABN: 29070985509

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• 928s Margin Lending – Kaplan
• Certified Financial Planner – FPA
• Diploma of Financial Planning – FPA
• Master of Commerce (Financial Planning) – University of Western Sydney

Relevant memberships of professional bodies or industry associations:

• Financial Planning Association of Australia (FPA)
• SMSF Association

Alan Grahame Baker is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility