Scott Baker
Financial Adviser
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About
Scott Baker is an ASIC-registered financial adviser based in Brisbane City, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Scott holds a Diploma of Financial Services (Finance/Mortgage Broking Management), a Diploma of Financial Services (Financial Planning), a Graduate Certificate and Diploma in Financial Planning, and a Certificate IV in Credit Management, ensuring he has a strong foundation in financial principles and practices. He has also completed courses on TASA and the TPB Code of Professional Conduct, Ethics and Professionalism in Financial Advice, demonstrating a commitment to maintaining the highest ethical standards. As an authorized financial adviser, Scott provides expert guidance on a range of financial products, including superannuation, insurance, wealth management, and retirement planning. He is also qualified to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions tailored to your needs • Wealth management strategies for long-term growth • Retirement planning to secure your future • Investment advice to help you achieve your financial goals Scott is committed to providing personalised and professional financial advice to help you navigate the complexities of the financial landscape. Contact Scott today to arrange 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 Scott Baker offer?
Scott Baker offers advice on a range of financial products including superannuation, insurance, wealth management, and retirement planning. He can also provide guidance on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What qualifications does Scott Baker have?
Scott holds a Diploma of Financial Services (Finance/Mortgage Broking Management), a Diploma of Financial Services (Financial Planning), a Graduate Certificate and Diploma in Financial Planning, and a Certificate IV in Credit Management. He has also completed courses on TASA and the TPB Code of Professional Conduct, Ethics and Professionalism in Financial Advice.
What is the process for becoming a client of Scott Baker?
The process typically begins with an initial consultation to discuss your financial goals and current situation. Scott will then develop a tailored financial plan based on your needs. Regular reviews and ongoing support are provided to ensure your plan remains aligned with your evolving circumstances.
How can wealth management advice from Scott Baker help me?
Scott's wealth management services are designed to help you grow and protect your assets. This includes investment advice, portfolio management, and strategies to maximise your financial potential while managing risk.
What should I expect during my first meeting with Scott?
During your first meeting, Scott will take the time to understand your financial goals, current situation, and risk tolerance. You can expect a relaxed and informative discussion where you can ask questions and gain clarity on your financial options. The goal is to establish a strong foundation for a long-term, successful partnership.
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