fbpx
Philippa Baker

Philippa Baker

Financial Adviser

BCom, BFin (Hons), Adv Dip FS

Philippa forms a part of the Centaur Team as a Financial Adviser with over 18 years’ experience in the financial planning industry. Over this time, she has gained experience in technical and strategy development roles as well as the provision of tailored wealth management strategies to private clients.

She has obtained qualifications including a Bachelor of Commerce in Accounting and Financial Planning; a Bachelor of Finance with first class Honours; the Advanced Diploma of Financial Planning; and is currently on the pathway to receiving the Certified Financial Planner designation.

Philippa is focused on building and maintaining long-standing professional yet personal client relationships. She achieves this by providing exceptional service and optimal personalised advice.

By understanding her client’s lifestyle and financial ambitions, Philippa takes great delight in helping clients successfully transition to a fulfilling and secure retirement. She believes that effective communication can assist in understanding complex financial matters and Philippa particularly enjoys the process of educating clients along the journey towards achieving their financial objectives and ultimately, having peace of mind.

Her areas of specialisation include superannuation, defined benefit schemes, account-based pensions, Centrelink strategies, as well as portfolio construction and ongoing wealth management.

Outside of her passion for work, Philippa shares her life with husband Greg and 2 young children, Layla and Ellis. She enjoys all things active particularly paddle boarding and mountain bike riding – taking advantage of the beautiful Gold Coast.

Qualifications

Advanced Diploma in Financial Planning
Bachelor of Commerce in Accounting & Financial Planning
Bachelor of Financial Planning (First Class Honours)

Philippa is a Sub Authorised Representative (#1006417) of Centaur Financial Services, Corporate Authorised Representative (#342372) of Australian Advice Network Pty Ltd.

The information provided on and made available through this website does not constitute financial product advice. The information is of a general nature only and does not take into account your individual objectives, financial situation or needs. It should not be used, relied upon, or treated as a substitute for specific professional advice. We recommend that you obtain your own independent professional advice before making any decision in relation to your particular requirements or circumstances. Centaur Financial Services do not warrant the accuracy, completeness or currency of the information provided on and made available through this website. Past performance of any product discussed on this website is not indicative of future performance.

Book Contact

Contact Us To Schedule A Complimentary Meeting

Complete the following form and we will be in touch to arrange a Complimentary appointment.