Mark Baker

Mark Baker Email and Phone Number

Executive Director Financial AdviserCertified Financial Planner @ Diligent Wealth Management
Mark Baker's Location
New Zealand, New Zealand
Mark Baker's Contact Details

Mark Baker work email

Mark Baker personal email

n/a
About Mark Baker

I’m an independent Wealth Management Adviser whose specialist focus is investment of funds from the transfer of UK pension transfers. There are a range of QROPS options available within the New Zealand market and getting the right advice is crucial in ensuring the desired outcome. I have also built long lasting client relationships and see this as an extension of the trust the client's place in me – and the fiduciary duty that I have to act in their best interest.

Mark Baker's Current Company Details
Diligent Wealth Management

Diligent Wealth Management

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Executive Director Financial AdviserCertified Financial Planner
Mark Baker Work Experience Details
  • Diligent Wealth Management
    Ceo
    Diligent Wealth Management May 2018 - Present
    Queenstown, New Zealand
    We are Independent Wealth Management Advisers whose specialist focus is investment of funds from the transfer of UK pension transfers.
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  • Lifetime Nz Financial Security
    Executive Director
    Lifetime Nz Financial Security Mar 2011 - May 2018
    This company was set-up as a joint venture between Lifetime Group and myself to capture the growth in the Investment book (particularly UK Pension transfers).
  • Lifetime Investments
    Investment Advisor
    Lifetime Investments 2000 - 2011
    New Zealand
    Primarily superannuation clients throughout the lower South Island. In 2009 I sold my book of clients to Lifetime Group and came on as a contractor to manage their Lifetime Superannuation book.
  • Jp Morgan
    Fund Accountant
    Jp Morgan Feb 1997 - Apr 1999
    Various Investment banking roles but primarily as a Fund Accountant for the likes of S B Warburg, J P Morgan, Merrill Lynch. This included a 9 month stint in Brussels (Belgium) with J P Morgan assisting with the set up of their custody operation.

Mark Baker Skills

Strategic Financial Planning Estate Planning Retirement Planning Insurance Investments Wealth Management Retirement Wealth Investment Advisory Financial Planners Financial Advisory Asset Allocation Life Insurance Disability Insurance Financial Planning Finance Risk Management Financial Services Mutual Funds

Mark Baker Education Details

Frequently Asked Questions about Mark Baker

What company does Mark Baker work for?

Mark Baker works for Diligent Wealth Management

What is Mark Baker's role at the current company?

Mark Baker's current role is Executive Director Financial AdviserCertified Financial Planner.

What is Mark Baker's email address?

Mark Baker's email address is ma****@****.net.nz

What schools did Mark Baker attend?

Mark Baker attended Massey University, The University Of Auckland, University Of Auckland, Sacred Heart College, Auckland.

What skills is Mark Baker known for?

Mark Baker has skills like Strategic Financial Planning, Estate Planning, Retirement Planning, Insurance, Investments, Wealth Management, Retirement, Wealth, Investment Advisory, Financial Planners, Financial Advisory, Asset Allocation.

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