CHARLES BRUCE BAKER


Licensee: PUZZLE FINANCIAL ADVICE PTY LTD

CHARLES BRUCE BAKER (Adviser# 001000115) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is July 2, 2003.

Adviser Overview

Register Name Financial Advisers
Adviser Name CHARLES BRUCE BAKER
Adviser Number 001000115
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1993
Financial Service (AFS) Licence Licence# 000230050
PUZZLE FINANCIAL ADVICE PTY LTD
Licence ABN 72075545112
Licence Controlled By Baker Business Family Trust
Adviser Start Date 2003-07-02
Appointing Representative Name PUZZLE FINANCIAL ADVICE PTY LTD
Appointing Representative Number 000230050
Appointing Representative ABN 72075545112
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • CHARLES BRUCE BAKER
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Miscellaneous Financial MDA Services
  • ·
  • FHSA Issued Non ADI

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Science (Computer Science, Statistics) University of NSW
Certified Financial Planner FPA
Diploma of Financial Planning Deakin University/RMIT
Master of Business Administration Macquarie University

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000230050 PUZZLE FINANCIAL ADVICE PTY LTD
Licence controlled by: Baker Business Family Trust
2003-07-02 - PUZZLE FINANCIAL ADVICE PTY LTD

Licensee Information

Licence Name PUZZLE FINANCIAL ADVICE PTY LTD
Licence Number 000230050
Licence ABN 72075545112

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.