Ian Baker Financial Planner Report

Name:
Ian Bruce Baker

Rep Number:
000237726

Status:
Current

First Advice:
1998

Disciplinary action:
No action

Most Recent Role:
2005-07-01 onwards

Licensee
Name:

Number:
000286786

ABN:
30 113 531 034

Controlled By:

Appointed By
Name:
Sentry Financial Services Pty Ltd

Licence Number:
000286786

ABN:
30 113 531 034

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Financial Planning Association of Australia
Certified Financial Planner (CFP)
SMSF Assocation
SMSF Specialist Adviser (SSA)

Memberships
Chartered Accountants Australia and New Zealand (CA)
Chartered Tax Adviser (CTA)
Financial Planning Association of Australia (FPA)
SMSF Association