Amie Baker
Financial Adviser
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About
Amie Baker is an ASIC-registered financial adviser dedicated to helping individuals and families in Randwick and across NSW achieve their financial goals. With a strong foundation built on extensive education and practical experience, Amie holds a Dip FP FNS 50611;50804 from Kaplan (2007), a Diploma of Financial Planning from Kaplan Professional (2014), and a Graduate Diploma of Financial Planning from Kaplan Professional (expected 2025). These qualifications, coupled with her memberships in the Financial Advice Association of Australia (FAAA) and the SMSF Association, demonstrate her commitment to upholding the highest standards of professionalism and ethical conduct. Amie is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, and wealth management solutions. She specialises in crafting tailored strategies to help clients navigate the complexities of retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Whether you're planning for retirement, seeking to protect your family's future, or aiming to grow your wealth, Amie can provide the expert guidance you need. Contact Amie today to schedule a consultation and take the first step towards securing your financial future.
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Frequently Asked Questions
What types of financial advice does Amie Baker offer?
Amie provides advice on superannuation, insurance, wealth management, and retirement planning. She is also qualified to advise on investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities.
What are Amie Baker's qualifications and professional memberships?
Amie holds a Dip FP FNS 50611;50804 from Kaplan (2007), a Diploma of Financial Planning from Kaplan Professional (2014) and a Graduate Diploma of Financial Planning from Kaplan Professional (expected 2025). She is a member of the Financial Advice Association of Australia (FAAA) and the SMSF Association.
How can Amie Baker help me with retirement planning?
Amie can help you develop a comprehensive retirement plan tailored to your individual needs and goals. This includes assessing your current financial situation, projecting future income needs, and recommending strategies to maximise your retirement savings.
What is the process for working with Amie Baker?
The process typically begins with an initial consultation to discuss your financial goals and current situation. Amie will then develop a personalised financial plan that outlines specific recommendations to help you achieve your objectives. Regular reviews are conducted to ensure your plan remains aligned with your evolving needs.
What can I expect during my first meeting with Amie Baker?
During your first meeting, Amie will take the time to understand your financial goals, current situation, and risk tolerance. You can expect a friendly and professional environment where you can openly discuss your concerns and ask questions. The goal of the initial meeting is to determine if Amie is the right fit for your needs and to establish a clear understanding of how she can help you achieve your financial objectives.
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