Ian Bruce Baker – Financial Adviser
Adviser identifying number: 237726
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1998
Name of the licence holder: SENTRY FINANCIAL SERVICES PTY LTD
Licence number: 286786
Licensee’s ABN: 30113531034
Licence controlled by: SENTRY GROUP PTY LTD
The date the Financial Adviser commenced the appointment: 01/07/2005
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SENTRY FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 286786
Authorised Representative’s ABN: 30113531034
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:
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Relevant qualifications and training:
- Certified Financial Planner (CFP) – Financial Planning Association of Australia
- SMSF Specialist Adviser (SSA) – SMSF Assocation
Relevant memberships of professional bodies or industry associations:
- Chartered Accountants Australia and New Zealand (CA)
- Chartered Tax Adviser (CTA)
- Financial Planning Association of Australia (FPA)
- SMSF Association
Ian 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
- Margin Lending Facility / Standard Margin Lending Facility