Rob Baker

BB Wealth Management

19 Yrs Experience
Sydney, NSW 2000

Rob commenced his career in financial markets in 1987 and became a qualified adviser in 1993. I became an authorised representative of Fintegrity Wealth Advisers on 28/02/2022. I have a background in stockbroking having worked in the industry since 1987 in various roles including back office operations, stock and options trader and institutional and retail adviser. After 25 years as a stockbroker I then became a qualified financial planner. I have a passion for long term investing and specialise in managed funds, ETF’s and direct equities. I have been giving personal insurance advice since 2012.

Rob holds an Advanced Diploma of Financial Planning and specialises in giving advice in the following areas:

Investment Portfolio Construction


Managed Investments and Direct Equities

Wealth Protection - Personal Insurance

Self-Managed Super Funds


  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • Growing Assets

My fees

I offer a free initial consultation for potential new clients. Get in touch

We are happy to discuss this structure to suit new clients

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 9
  • First year providing advice 2005
  • Years of experience 19
  • Highest qualifications
    • Tier 1 Life Insurance
    • Tier 1 Personal Advice
    • Taxation Fundamentals
    • Tier 1 Generic Knowledge
    • Tier 1 Managed Investments
  • Language spoken
    • English

BB Wealth Management

Suite 1003, 66 Hunter St
Sydney, NSW 2000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
  • Video call
    Video call

Licensed by

Fintegrity Wealth Advisers Pty Ltd

AFSL 534971