Lachlan Baker Financial Planner Report

Name:
Lachlan Charles Hudson Baker

Rep Number:
000238573

Status:
Current

First Advice:
1995

Disciplinary action:
No action

Most Recent Role:
2007-08-03 onwards

Location:
Sydney, , NSW, 0

Licensee
Name:

Number:
000237857

ABN:
13 085 335 397

Appointed By
Name:
Affinia Financial Advisers Limited

Licence Number:
000237857

ABN:
13 085 335 397

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 Services Training and Assessment
Diploma of Financial Services
Kaplan
Margin Lending & Geared Investments
Kaplan
Self Managed Superannuation Funds

Memberships
Financial Planning Association of Australia (FPA)
Financial Services Institute of Australasia (FINSIA)
Institute of Public Accountants (IPA)