Accounting and Financial Planning

smroddRod Baker

DIRECTOR

Rod heads our talented financial planning team. Rod has worked in the financial services industries since 1988 and is a chartered accountant with over 25 years’ experience in tax and business services. He has extensive experience in advising clients in all aspects of financial planning, business and tax. Our financial planning offering is very firmly based on providing personal tailored service and solutions to each of our clients,

Rod’s specialities include:

  • Tailored financial planning for all stages of life
  • Superannuation including self managed superannuation
  • Family succession – with expertise in sugar cane farmer succession
  • Estate planning
  • Retirement planning both post and pre-retirement
  • High wealth tax minimisation and wealth maximisation
  • Medical Professionals