Cindell Baker

Cape Financial Planning

Silver
15 Yrs Experience
Busselton, WA 6280
I pride myself in the way I assist my clients - whether it be retirement planning, insurance proposals or superannuation advice.  I take time to ensure my clients understand what we are trying to achieve.  I am particularly proud of our Centrelink knowledge  - we offer a complete service of applying with Centrelink and liaising throughout the application process.  We take the stress out of retirement.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 2
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Cape Financial Planning

Unit 2, 12 Prince Street
Busselton, WA 6280

Licensed by

Matrix Planning Solutions Ltd

AFSL 238256

5.00
2 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—2 of 2

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5.00

"I found Cindell to be very approachable and friendly. She spent a lot of time with me going through the advice and explaining her recommendations. I felt at ease in her company, and very confident that with her help (now and ongoing) my financial future is bright. I would certainly recommend her to my family and friends."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Cindell has always conducted herself in a professional manner, It's been proven and clearly obvious that Cindell knows her area's of expertise. We are extremely fortunate to have been introduced to Cindell to manage our future retirement. What I love about her character is that she will help you in any area that matters to you, business or personal. She is extremely approachable and accommodating, always try's to be available for when you need to make an appointment with her. I would like to thank another Advisor of our Gary Dodd for introducing her to us. We are very glad that we changed over from another provider to be with her and the Company she represents. We have never ever looked back . I trust her whole heartedly that she has our best interest at heart and will continue to do the best thing for our future retirement."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—2 of 2

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

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies

Qualifications & Training

Certificate in Investment Advice

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2007

Economic and Legal Context for Financial Planning - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2021

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Mentor Education
Completed
2015

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member
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