Alan Baker — Retirewell Financial Planning
Associate Director
An Associate Director of the practice, Alan is a Certified Financial Planner® (the Financial Planning Association’s highest professional designation) and has completed the Diploma of Financial Planning through Deakin University and a Master of Commerce (Financial Planning) degree with Distinction through the University of Western Sydney. Alan has been a financial planner since 1985, having previously worked at Prudential-Bache Securities (the world’s fourth largest stockbroker) and KPMG Financial Services (a division of the world’s then largest accounting firm) before joining Retirewell early in 1997. Prior to finding his niche as a financial planner, Alan was a financial journalist.
Alan is married with four adult children. He serves in the community as a state committee member of the Australian Family Association and teaches marriage and parenting courses with his wife for their church. He enjoys occasional overseas travel with his family, following sports such as basketball and rugby league and spending time with his three grandchildren.
Details of professional milestones in Alan’s career:
- Studied Economics / Journalism at University of Queensland 1972-74
- First adviser in Queensland for Beyson Investment Services 1985-89
- First adviser in Queensland for KPMG Financial Services 1989-95
- Received Diploma of Financial Planning from Deakin University in 1992
- Granted the professional designation of Certified Financial Planner (CFP) in 1992
- First specialist financial planning adviser in Queensland for Prudential-Bache Securities 1995-97
- Joined Retirewell Financial Planning in 1997
- Came second in the inaugural Personal Investor magazine Master Class exam to identify the top 50 financial planners in Australia in 1999
- Obtained his Master of Commerce (Financial Planning) degree with Distinction from the University of Western Sydney in 2003
- Entered the Master Class exam again in 2009, this time under the auspices of AFR Smart Investor magazine, and qualified for the 2010 honor role of the top 50 financial planners in Australia
- Granted the professional designation of SMSF Specialist Advisor™ (SSA) in 2016
- Author of the book Investing Your Super: Tips, Traps and Tax Advantages and many reports on superannuation and retirement issues
- Recognised as one of the Top 10 Financial Planners in Brisbane – www.top10financialplanner.com.au