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

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:

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