David Baker CFP®
About Me
David Baker is a Senior Financial Planner and Director with Investor Wealth with over 20 years of financial planning experience. David is an Authorised Representative of Investor Wealth Pty Ltd ABN 36 088 524 476, which is the holder of an Australian Financial License, License number 296861. Investor Wealth, which is not owned by any Bank, Fund Managers or Financial Institutions, provides financial planning advice on matters relating to Self-managed Superannuation Funds (SMSF), Retail Superannuation Funds, Account-based Pensions, Annuities, Direct Shares, Managed investments, Centrelink and Risk Insurance.
Areas of Focus
- Cashflow management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SMSF
- Superannuation
- Wealth management
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Highest Level of Education Bachelor Degree
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Years of Experience 17 Years
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Licensed By Investor Wealth Pty Ltd