Nathan Baker – Financial Adviser

Adviser identifying number: 1000125
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2001

Name of the licence holder: KR SECURITIES PTY LTD
Licence number: 224558
Licensee’s ABN: 25069588263
Licence controlled by: VENMERE FINANCE PTY. LTD.

The date the Financial Adviser commenced the appointment: 01/03/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: KR SECURITIES PTY LTD
Authorised Representative identifying number: 224558
Authorised Representative’s ABN: 25069588263

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:

  • Certified Financial Planner Education Program – Deakin University
  • Diploma of Financial Planning – Deakin University
  • Master of Psychology (Sport and Exercise) – The University of Queensland (St Lucia)
  • Professional Certificate in Self Managed Superannuation – The University of Adelaide

Relevant memberships of professional bodies or industry associations:

  • Financial Planning Association of Australia (FPA)
  • SMSF Association

Nathan 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
  • Miscellaneous Financial Facility / Miscellaneous Financial Investment Products