Cindell BakerFINANCIAL PLANNER AND BUSINESS PROPRIETOR

Intro

Cindell has over 20 years’ experience in the financial services industry and holds an Advanced Diploma in Financial Planning (Financial Services). Cindell is the practice principal and helps clients in all aspects of financial services. She is particularly passionate about assisting clients with their retirement planning and is an aged care specialist.

Experience

I started in the financial services industry in 1997 and have built up considerable knowledge of financial products and services. Having originally worked in the banking sector, I made what I feel was a natural transition into financial planning. I believe my banking background has helped me develop the skills needed to help clients reach their financial goals.

Outside of work, my passion is my family and being a wife and mother to 3 children.

 

Qualifications

I am a qualified Financial Planner holding an Advanced Diploma in Financial Planning (Financial Services).

 

Additional Information

After working side by side with Peter Farrar, we became business partners on 1 July 2015. Peter retired on 30 June 2018, and I became the sole Director and Practice Principal of Cape Financial Planning.

I specialise in retirement planning strategies, Centrelink matters, superannuation and investment solutions and aged care, together with personal risk insurance.

 

Financial Services Guide (FSG)

I conduct myself ethically and professionally in every aspect of my work and adhere strictly to the guidelines set out in the Financial Services Guide. This guide provides you with information about the advice that we provide, and the Licensee that we represent: Financial Wisdom Limited. Its purpose is to educate you prior to us providing a financial service. You have the right to ask us about our charges, the type of advice we will give and to whom you can complain if you are unhappy. For further details click on the Financial Services Guide link.

contact details

2/12 Prince St,
Busselton WA 6280

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Make an appointment with an adviser today

Unit 2
12 Prince Street
Busselton, WA, 6280

Phone: 08 9751 2022
or email us