scott baker
is an Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306AFP®, GradDipFinPlan
Scott has worked in the finance industry since 1996 and has over 9 years of experience as a Financial Adviser.
With a focus on delivering superior client service and quality advice, Scott is an experienced professional who enjoys building long-term relationships with his clients. He is committed to working with each client to develop an individual plan that meets their financial goals and that can be adapted as personal circumstances change.
Scott has a Graduate Diploma in Financial Planning.
Scott is married with two children and enjoys spending time with his family. He is also a big sports fan with hockey, cricket and squash as his current favourites.
Seeing clients enjoying their lives due to the outcome of good advice and professional assistance is extremely satisfying.
Specialist Skills
Retirement Planning Advice
Superannuation Advice
Aged Care
Investment Strategies
Budget and Cash Flow Management
Personal Insurance
Lending
professional qualifications
Graduate Diploma in Financial Planning
Aged Care and Disability Care Specialist
Graduate Certificate in Financial Planning
Advanced Diploma of Financial Services (Financial Planning)
Diploma of Financial Services (Financial Planning)
Diploma of Financial Services (Finance/Mortgage Broking Management)
membership and associations
Member of the Financial Planning Association (FPA)
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