Susan Baker
Financial Adviser
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About
Susan Baker is an ASIC-registered financial adviser based in Taree, NSW, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a career spanning over two decades, Susan has earned the prestigious Certified Financial Planner (CFP) designation from the Financial Planning Association of Australia (FPA) in 1994, and further enhanced her expertise with a Diploma of Financial Planning (DFP 1-8) from the FPA in 1999. Susan continually updates her knowledge, including specialist training in Margin Lending from MLC Advice Education (2011) and SMSF Knowledge from Monarch Institute (2022). As a member of the Financial Advice Association of Australia (FAAA), Susan adheres to the highest ethical and professional standards, providing advice across a broad spectrum of financial products, including superannuation, insurance, and wealth management solutions. Susan is authorized to provide advice on superannuation, insurance (Investment Life Insurance and Life Risk Insurance), wealth management, retirement planning, Securities, Retirement Savings Accounts, and Government Debt Securities. Susan offers the following key services: • Superannuation advice • Insurance solutions • Wealth management • Retirement planning Ready to take control of your financial future? Contact Susan today for a consultation and personalised advice.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Susan Baker provide?
Susan Baker specializes in superannuation advice, insurance (Investment Life Insurance and Life Risk Insurance), wealth management, and retirement planning. She can help you create a tailored plan to achieve your financial goals.
What are Susan Baker's qualifications and experience?
Susan Baker is a Certified Financial Planner (CFP) with a Diploma of Financial Planning. She has been providing financial advice since 1994 and is a member of the Financial Advice Association of Australia (FAAA).
How does Susan Baker develop a financial plan for her clients?
Susan works closely with each client to understand their individual circumstances, goals, and risk tolerance. She then develops a personalized financial plan that is tailored to their specific needs and objectives.
What should I expect during my first meeting with Susan Baker?
During your first meeting, Susan will discuss your financial situation, goals, and priorities. This initial consultation will help her understand your needs and determine how she can best assist you in achieving your financial objectives.
Why is it important to seek advice from an ASIC-registered financial advisor?
Seeking advice from an ASIC-registered financial advisor like Susan Baker ensures that you are receiving advice from a qualified professional who is bound by a code of ethics and has a legal obligation to act in your best interests. ASIC registration provides a level of consumer protection and confidence.
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