Declan Baker

Stonehouse Financial Partners Pty Ltd

Gold
7 Yrs Experience
Brisbane City, QLD 4000

Recent reviews

Stonehouse Financial Partners Pty Ltd

Level 20, 110 Mary St
Brisbane City, QLD 4000

At a glance

  • Adviser status Gold
  • Rating 4.90
  • Number of reviews 17
  • First year providing advice 2015
  • Years of experience 7
  • Highest qualification
    • Bachelor of Commerce (Financial Planning)
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Property Investment
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

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

Licensed by

Stonehouse Financial Partners Pty Ltd

AFSL 520339

4.90
17 Reviews
5
4
3
2
1
5.00
Clear communication
4.80
Knowledge & expertise
5.00
Customer care
4.80
Likely to recommend
Showing reviews 1—10 of 17

Sort by

4.50

"Declan has given me advice in areas including superannuation, life and total permanent disability insurance, budgeting and investments. Declan was able to explain things to me in a clear and concise way. Through Declan's knowledge and experience, I feel very confident that the advice given was right for my needs. I always receive Declan's full care and attention when I need it. Thanks Declan."

  • Superannuation
  • Insurance Protection
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Declan is a highly professional and personable financial adviser. He makes the complex easier to digest and guides towards flexible and practical planning outcomes. I would highly recommend Declan if you are in need of a helping hand with organising your financial affairs."

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

"We have always found Declan to be very approachable, informative and totally professional in his knowledge, appearance and manner. He is always available to speak with us and takes time to explain in detail, aspects that we are not clear of. This is important to us. Declan has given us sound advice regarding our Superannuation, Tax Strategies and renewal of our Wills. This advice is ongoing and we are confident in his decisions. We have recommended Declan’s services to friends and family and he is now assisting those people. We would not hesitate to recommend Declan’s services to other people. Gary and Sharon"

  • Superannuation
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Hi I highly recommend Declan"

  • Superannuation
  • Insurance Protection
  • Complex Investments
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Julie and I are very happy with Declan, as are many of our friends and family. Declan’s initial consultation is free and there was no pressure or obligation to proceed with him. Declan covers retirement planning, wills and estates, comprehensive personal insurance cover and investment strategies that have historically outperformed the market. Some of the strategies we adopted were of benefit without impacting our day to day cash flow. Part of what Declan does for us is actively manage our investments and he provides that one thing that many Professionals can’t………an ease that makes it easy to pick up the phone and call him at any time. You’ll note recently there’s been significant drops in investment markets (Coronavirus etc) and unless you made changes yourself you were likely exposed to a good portion of the falls that we’ve seen. With Declan’s proactive hands on approach we were able to sell a large portion of our shareholdings prior to the substantial drops and as a result we have been heavily sheltered from losses."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Declan Baker has been everything that you could possibly want in a Financial Planner. Incredibly competent, diligent, thorough, approachable, responsive. He has gone above and beyond for our family and was incredibly patient through every step. We felt so supported. We have absolutely no hesitation in recommending Declan."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I was introduced to Declan by my mortgage broker a few months ago, he has since assisted me with changing my superfund, forecasting for my transition to retirement, managing my funds to maximise best outcome for securing a home loan. Overall he is an absolute pleasure to deal with, a very knowledgeable, up to date and trustworthy young man who takes his craft seriously, I highly recommend his services. Thank you, Chris"

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Borrowing
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Declan has provided advise around our self managed super fund, insurances and structures for investment. He saved me $5000 in insurance premiums in my first year. He has a very broad understanding of investments and how to structure these investments. I feel very confident in the advise that Declan gives me and my wife. Declan is able to explain all the concepts in an easy to understand way. He is always available provide advise as we need it. If your your looking for an advisor I highly recommend Declan at Stone house."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I was introduced to the Stonehouse group 3 years ago (2017), and at the time Declan was the lead at their North Shore office (Sydney). After a settling-in period dealing with risk, reward, recommendations of what to do and what NOT to do, I have progressively consolidated my Superannuation into his management. Having mentioned that, I am reasonably well informed and conversant with Super, and at all times it was evident Declan knew his product. We now work closely together, and monitor, discuss, develop, and execute action plans. I consider he has “my” best interests in mind as first and foremost (not his (Stonehouse’s) own interest first), which gives comfort, especially to not just 'rack-up' fees. The irony is by doing so, more business has gone his way, which leads to greater fees anyway. I have no hesitation in recommending Declan for the management of Superannuation."

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

"I was referred to Declan by a associate who spoke very highly of both him as a person and his knowledge of the finance market. From the first meeting I found Declan to be very welcoming, willing to listen and very knowledgeable. He immediately saved me a considerable sum of money by sourcing alternate superannuation funds and insurances. Declan makes it a point to contact me at least twice per annum but is happy to meet whenever required. I totally recommend him for any financial advice and planning."

  • Superannuation
  • Insurance Protection
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 17

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Commerce (Financial Planning)

Level
7 - Bachelor Degree
Institution
University of the Sunshine Coast (USC)
Completed
2016

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2014

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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