David George Baker – Financial Adviser

Adviser identifying number: 342741
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007

Name of the licence holder: INVESTOR WEALTH PTY LTD
Licence number: 296861
Licensee’s ABN: 36088524476
Licence controlled by:

The date the Financial Adviser commenced the appointment: 17/11/2009
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: INVESTOR WEALTH PTY LTD
Authorised Representative identifying number: 296861
Authorised Representative’s ABN: 36088524476

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 Business – Swinburne University
• Certificate of Margin Lending and Geared Investments – Kaplan Professional Education
• Certificate of Self Managed Superannuation Funds – Kaplan Professional Education
• Certified Financial Planner – Deakin University/FPA
• Diploma of Financial Planning – Deakin University/FPA

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

David George 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
• Margin Lending Facility / Standard Margin Lending Facility