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  3. Gerard Baker

Gerard Baker

Name
Gerard Baker
ID
239331
ABN
–
First Provided Advice
1987
Restrictions
Excluding Self Managed Super Funds

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 1993 - Advanced Financial Planning - - IPAC
  • 2002 - Entry Level Competencies - - Tribeca Learning (Australia) Pty Ltd
  • 2002 - Risk Management - - Integratec (Australia) Pty Ltd
  • 2003 - Superannuation and Retirement Planning - - Integratec (Australia) Pty Ltd

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • Financial Advice Association of Australia (FAAA)

Licencee

Status
Ceased
Licence Holder
Australia National Investment Group Pty Ltd (#522028)
Commenced
Sept. 1, 2023
Ceased
March 25, 2024
Status
Ceased
Licence Holder
Infinity Capital Solutions Pty Ltd (#515762)
Commenced
Aug. 26, 2019
Ceased
June 30, 2022
Status
Ceased
Licence Holder
Kdm Financial And Estate Planning Pty Ltd (#516642)
Commenced
July 1, 2022
Ceased
Aug. 31, 2023
Status
Current
Licence Holder
B. Moses Investment Services Pty Limited (#421290)
Commenced
March 11, 2024

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Genesys Wealth Advisers Pty Limited (#232686)
Commenced
Jan. 1, 2004
Ceased
May 7, 2015
Status
Ceased
Licence Holder
Magnitude Group Pty Ltd (#221557)
Commenced
May 8, 2015
Ceased
Aug. 23, 2019