Denise Gloria Baker – Financial Adviser

Adviser identifying number: 445536
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003

Name of the licence holder: STRATEGIC PLANNING PARTNERS PTY LTD
Licence number: 230887
Licensee’s ABN: 65057800405
Licence controlled by: AMP LIMITED

The date the Financial Adviser commenced the appointment: 16/09/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: STRATEGIC PLANNING PARTNERS PTY LTD
Authorised Representative identifying number: 230887
Authorised Representative’s ABN: 65057800405

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:

  • Advanced Diploma of Financial Services (Financial Planning) – Kaplan Professional
  • Advanced Diploma of Financial Services (Financial Planning) – Kaplan Professional
  • Diploma of Financial Services (Financial Planning) – Kaplan Professional
  • Diploma of Financial Services (Financial Planning) – Kaplan Professional

Relevant memberships of professional bodies or industry associations:

Denise Gloria Baker is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Derivatives
  • 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