Our Team

Greg Baker

Greg Baker

Greg is a Senior Financial Planner at Nexia Melbourne Wealth Strategies Pty Ltd
Contact LinkedIn V-Card

Professional experience

Greg has over 23 years of experience in the provision of financial services and wealth creation advice and has worked with UBS Wealth, Macquarie Private Wealth JB Were, Pitchers and Westpac Private and also as a Senior Actuarial Analyst. He is committed to his clients and strives to go above and beyond for each individual.

Greg is authorised to provide advice in the following areas:

  • Basic deposit products
  • Life insurance
  • Government debentures, stocks and bonds
  • Managed investment schemes
  • Retirement Saving Account
  • Superannuation
  • Defined Benefit Superannuation Schemes
  • Business Insurace
  • Self Managed Superannuation Funds

Visit Nexia Melbourne Wealth Strategies for more information. 
 

Qualifications

Bachelor of Applied Science from Latrobe University – completed 1981

Graduate Diploma Education from Latrobe University – completed 1982

Diploma of Financial Planning 2016

Certified Financial Planner since 2000

Registered Tax (financial) Adviser from 2016

Certified Financial Planner® Professional of Financial Planning Association of Australia