Ric Baker

Finesse Advisory

Gold
10 Yrs Experience
Oxley, QLD 4075
I provide clients with Financial Advice as well as looking after their Lending needs. www.finesseadvisory.com.au

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Borrowing
  • Growing Assets

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 18
  • First year providing advice 2012
  • Years of experience 10
  • Highest qualification
    • Diploma of Financial Planning (1-8)
  • Language spoken
    • English

Finesse Advisory

130 Oxley Station Rd
Oxley, QLD 4075

Licensed by

Alliance Wealth Pty Ltd

AFSL 449221

5.00
18 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 18

Sort by

5.00

"Ric helped us with the purchase of our new home and organised the loan for us. Before we started the process Ric took the time to understand our situation and give us really helpful advice on how we should proceed and the options available to us. We had a meeting where he explained everything we needed to consider in great detail and made sure we were not left with any questions. Once we had made an offer, Ric was quick and efficient and got us sorted with a loan that matched our needs. The entire process was very easy and Ric was always happy to answer any questions we had."

  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Ric has provided us with great support and advice from our initial land purchase through to construction loans and refinancing. He is always very responsive to our queries and has made the process as simple and as easy as possible for us as first home owners. We have recommended him to our family and friends."

  • Insurance Protection
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Ric has given me advice in areas including loan products, self managed super funds and managing debt. Ric was able to explain things to me in a clear way. Through Ric's knowledge and experience, I feel very confident that the advice given was right for my needs. I received Ric's full care and attention when I needed it.'"

  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Ric has been a fantastic source of advice & knowledge. He has always taken the time to understand my situation, discuss all possible options and then work collaboratively to implement the best plan. I would highly recommend Ric for all financial needs"

  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Ric managed the process for us to obtain finance for our first home purchase. Ric was always available to discuss items we were unsure of and managed our expectations and needs professionally and thoroughly. We feel very confident we received the correct product for our needs and are very happy with the ongoing support!"

  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Ric is always friendly & easy to chat with. He is extremely knowledgeable & I feel confident trusting his advice about our finances. We have used Ric for several years because we value his expertise."

  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I am a current client of Ric's and have returned multiple times for help in different financial areas. Always professional yet personable, Ric was easy to understand and always explained everything in a way I could understand and answered all my questions with ease and confidence. Ric has always found the best options for me as required and I would trust him with anything we need in the future."

  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Ric has be an amazing advisor by providing advice for both Super and insurances which proved over time to be exactly the req'd investment and cover. he continues to check in and monitor my position and I will remain with Ric for all my financial care and advice."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Both my wife and I have found Rick’s advice has been very helpful in relation to our superannuation and retirement planning. Rick is always available if we have any questions and we have referred a number of our family and friends to him , all have been very happy with his service and outcomes."

  • Superannuation
  • Retirement & Pension
  • Redundancy
  • Borrowing
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Ric has provided me with advice on personal insurance, superannuation and assisted me to start looking at purchasing my first property. Ric has presented his advice in a clear manner and has always made himself available when I needed it. I‘m highly confident that Ric’s advice has put my family in a secure position for our future."

  • Superannuation
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 18

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Redundancy
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2011

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Ric's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Ric able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Ric's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Ric to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Ric?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Ric provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Ric may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Ric Baker
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens