The Financial Planning Association of Australia The Financial Planning Association of Australia

Richard Baker, CFP®


Name Richard Baker CFP®
Company Findex Advice Services P/L
Address Level 1, 182 Fullarton Road
Dulwich, SA 5065
Phone 08 8372 1300

With a career commencing in financial services in 1982, I have helped countless individuals achieve their financial goals.An adviser since 1998 and a member of the Financial Planning Association (FPA), I firmly believe in the financial planning as a profession and gained my qualification as a Certified Financial Planner ™ in 2004.My dedication to the needs of my clients has rewarded me with many industry awards culminating with achieving a Financial Planning National Champion Award on two occasions while being an influential partner in a prominent Adelaide business.My considerable depth of experience gained since 1998 has allowed me to demonstrate consistently to my clients that advice is indeed a crucial part of the financial success story.It is this belief that is the cornerstone of everything I do. My clients get the benefit of my experience and technical expertise. Through this we can determine the best solution to help them meet their objectives taking into consideration their financial circumstances. Education is another key responsibility. It’s my duty to make sure my clients understand the justification for my recommendation. The issues people face can be simple or complex and it’s up to me to make sure that they feel comfortable with the advice I provide. Many clients see my role as a financial educator and that’s very rewarding to me. To genuinely make a difference in people’s lives is my goal.I joined Prescott Securities Ltd (now FINDEX) to provide qualified financial planning advice to their existing and new clients of the business. My professionalism and respect of my peers has made me a valuable contributor to the team of advisers here, adding to the significant knowledge base already in place. With a successful career and sporting background, I now put family, fishing, travel and golf among my passions in life and I look forward to being able to assist my clients achieve their personal and professional goals too.

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