Gerard Baker – Financial Adviser
Adviser identifying number: 239331
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1987
Name of the licence holder: MAGNITUDE GROUP PTY LTD
Licence number: 221557
Licensee’s ABN: 54086266202
Licence controlled by: WESTPAC BANKING CORPORATION
The date the Financial Adviser commenced the appointment: 08/05/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: TAG FINANCIAL PTY LIMITED
Authorised Representative identifying number: 280069
Authorised Representative’s ABN: 98109926990
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 Financial Planning – IPAC
- Entry Level Competencies – Tribeca Learning (Australia) Pty Ltd
- Risk Management – Integratec (Australia) Pty Ltd
- Superannuation and Retirement Planning – Integratec (Australia) Pty Ltd
Relevant memberships of professional bodies or industry associations:
Gerard 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
- Retirement Savings Account Products
- Superannuation