Charles Bruce Baker – Financial Adviser

Adviser identifying number: 1000115
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1993

Name of the licence holder: PUZZLE FINANCIAL ADVICE PTY LTD
Licence number: 230050
Licensee’s ABN: 72075545112
Licence controlled by: Baker Business Family Trust

The date the Financial Adviser commenced the appointment: 02/07/2003
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PUZZLE FINANCIAL ADVICE PTY LTD
Authorised Representative identifying number: 230050
Authorised Representative’s ABN: 72075545112

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:

• Bachelor of Science (Computer Science, Statistics) – University of NSW
• Certified Financial Planner – FPA
• Diploma of Financial Planning – Deakin University/RMIT
• Master of Business Administration – Macquarie University

Relevant memberships of professional bodies or industry associations:

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

Charles Bruce 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
• Securities
• Superannuation
• Miscellaneous Financial Facility / Miscellaneous Financial Investment Products – MDA Services
• FHSA Issued non ADI