Data sourced from ASIC Financial Advisers Register
Financial Adviser · OSBORNE PARK, WA

Jared William John Baker

OSBORNE PARK, WA
11 Years experience
Tax advice
authorised
ASIC Registered · ADV 001007187
Practice
PSK Private Wealth
Sydney, NSW (practice address on ASIC register)
Licensed through PSK Advisory Services
View practice

About Jared William John Baker

Jared William John Baker is a financial adviser based in Osborne Park, Western Australia, with 11 years of experience in the financial services industry since 2015. Jared works at PSK Private Wealth, which is licensed through Psk Advisory Services. Jared holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jared's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2013
Diploma of Financial Planning
Kaplan Professional
2016
Advanced Diploma of Financial Planning
Kaplan Professional
2017
Tier 1 Margin Lending
Other - Kaplan Professional
2023
Graduate Diploma of Financial Planning
Kaplan Professional
2025
TFA Tax for Financial Advising
Kaplan Professional

Registration History

Psk Advisory Services Pty Ltd
May 2024 - Present Current
One off licensee approval is required for products which are either not on the approved product list or Derivatives.
Charter Financial Planning Limited
Apr 2015 - May 2024 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register