Rob Baker

BB Wealth Management

Bronze

19 Yrs Experience

Sydney, NSW 2000

About Rob
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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

Superannuation

Managed Investments and Direct Equities

Wealth Protection - Personal Insurance

Self-Managed Super Funds

Superannuation
Insurance Protection
Retirement & Pension
Shares & Investments
Growing Assets

We are happy to discuss this structure to suit new clients

5.00 August 2023

Rob is a very knowledgeable and experienced adviser. He is reliable, dependable, straight forward and is always available to discuss any portfolio issues that I have had. He is able to communicate effectively to people of all levels of financial product sophistication. I would highly recommend him to anyone seeking honest financial advice.

5.00 August 2023

Rob is a confident and intelligent man who has clear advice for his clients and I’m happy in my trust with him and his company.

5.00 August 2023

Rob is very easy to communicate with. He responds quickly to our requests. Rob is a pleasure to work with.

5.00 August 2023

Very reassuring when I wasn’t sure what came next. Personable and explained everything in a way to help me understand my position fully. Highly recommend as a dependable and experienced financial adviser.

5.00 August 2023

Rob has always been extremely helpful and easy to access whenever I needed questions answered regarding my superannuation and current financial situation.

I would not trust my investments and superannuation with anyone else.

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